Voice-to-CRM
Check in by talking, live or as a voice note. Mapsly AI asks back when something does not add up, then lists every note, field, task and follow-up for your review, in your CRM’s own shape. One tap writes it through Mapsly’s self-healing sync: standard and custom objects and fields, or Google Sheets and Smartsheet.
How it works
- 1TalkCheck in by voice, live or as a note. Mapsly AI runs your script and asks when something is off.
- 2ReviewEvery record and field it will touch is listed for you, in your CRM’s own shape, custom objects included.
- 3CommitOne tap writes notes, fields, tasks and the next visit. Nothing is written on its own.
The conversation script is yours: an org admin or a Mapsly solution engineer sets the policies, what to push back on, what to alert about, and which data to gather under which conditions. Reads and writes ride Mapsly’s self-healing data sync, so custom objects, custom fields and non-CRM sources such as Smartsheet and Google Sheets work the same way. See Custom AI agents.
“Met John at Acme. They’re in for the Enterprise plan, forty K, demo Thursday.”
Got it. Last visit the manager promised a pilot by August. Did that happen?
“No, it slipped. John says two new competitors are on the shelf.”
- Reads
- The account’s CRM history, visit notes, custom objects, Mapsly AI’s memory.
- Writes
- Notes, fields, tasks, custom objects and sheet rows, only when you approve.
- Needs from you
- Nothing on day one. Admins or our SE script questions and policies.
- Runs on
- Pro and Enterprise; Essential transcribes voice notes into memories and Mapsly files.
Mapsly AI is included in every plan and is in private beta: contact us to join the waitlist and get early access. Each plan carries a monthly AI allowance measured in AI credits (the amount in brackets is what those credits currently cost), pooled across your account and reset every month. Beyond it, usage draws on your prepaid AI credit balance at the current rate card.
See Mapsly AI on your own pipeline
A personalized demo with a Mapsly solution engineer, on your data. Configuration is included in every plan.