Field Team Productivity
Schedule CRM & Google calendar events for the entire team with auto-sequencing and 1-click conflict resolution.
See driving time between CRM meetings for your entire team right on the timeline. Mapsly will show a scheduling conflict alert when there’s not enough time for your team members to drive from one meeting to the next.
Mapsly visualizes your daily meeting schedule as a route on the map. You can also view such routes for multiple users and/or days at once.
Add CRM records to the timeline — and Mapsly will automatically re-arrange based on their location to minimize driving time, just like in Routing. You can also re-optimize events after adding new or removing existing meetings.
During (re-)optimization Mapsly will automatically fill in idle time between existing meetings with new meetings in the most optimal way based on the meetings’ locations. Mark any meeting as fixed-time or flexible to let Mapsly know which meetings need to be preserved ‘as is’ or can be re-shuffled.
Use the calendar bottom view to easily view the list of calendar events for one or multiple users across a single day or the entire week.
View schedules for multiple users and multiple days at once and drag-and-drop meetings to re-assign them between users or to reschedule them between days.
Set your team’s working hours, breaks, and default start and finish locations to be used in optimization, and customize them for particular days. Work schedules are visible right in the calendar views.
During optimization, meetings’ start times are automatically rounded based on the adjustable “rounding target” (e.g., 11:19 → 11:30 with the 15-minute rounding target).
Indicate desired individual meeting durations in your Contacts, Accounts, and other objects, and Mapsly will automatically schedule meetings with these durations when you add those records to the timeline.
Optimally plan meetings for your entire team for up to a month ahead with auto-sequencing, meetings’ start auto-rounding, while considering the locations of existing fixed-time meetings.
Mapsly automatically accounts for the custom availability hours of the contact or company your team is meeting with, which can be set per day of the week or for particular dates.
When necessary, Mapsly will automatically add your event to multiple calendars simultaneously, such as your CRM’s calendar and Google Calendar — to ensure that calendar invitations are sent out correctly.
Mapsly’s Routing and Calendar work together, so you can build routes with existing fixed-time calendar events taken into account and then export resulting route activities back to the calendar.
View and schedule both meetings that require travel and online meetings that take up time but don’t require traveling.
When necessary, you may enable overtime hours in a user’s work schedule to enable scheduling meetings beyond your team’s normal hours.
Use Mapsly’s horizontal calendar view to see calendar schedules for an extra large number of users. You can add or remove entire user groups, such as “drivers”.
If some of your team members visit clients on a bike or driving large trucks, you can customize their travel mode to ensure accurate planning.
Plan work orders, service jobs, pickups and deliveries using Mapsly Calendar
To support multiple calendars, Mapsly relies on metadata that describes where, in a particular connected IT system, to find the calendar object and its primary calendar fields such as title, start/end time, location, and related records.
While out-of-the-box Mapsly comes with preconfigured metadata for all supported CRMs, Google Calendar, and MS Outlook Calendar, you can create custom calendars that treat a custom object in your data source as the calendar object, allowing you to use Mapsly Calendar to view and create records in it.
Coming soon.
Analyze your meeting with AI with custom GPT prompts. Save its AI summary directly to your CRM.
Use Mapsly’s integration with your calendars and its AI analysis capabilities to automatically record your online meetings via Zoom, Microsoft Teams, Google Meet, and WebEx, transcribe them into text, and analyze them with the latest OpenAI GPT-4o model based on GPT prompts custom-tailored to your business, and save the result directly to your CRM or any external system using Mapsly’s Automation Platform.
Mapsly’s adaptive connectors maintain two-way sync of meeting data between Mapsly and your CRM, Google Calendar, and MS Outlook Calendar — so all changes that you make to meetings in Mapsly are synced to your CRM and external calendars in real time; similarly, changes to meetings that you make in your CRM and external calendars are automatically synced to Mapsly.
All capabilities on this page work with every supported calendar: your CRM, Google Calendar, and MS Outlook Calendar.
Customer story
Learn how Tekmetric uses Mapsly’s route optimization, prospecting, and data cleansing tools to grow in-person sales outreach and better serve automotive repair shops.
Read the storyStart a free 14-day trial of the full platform, or let a solution engineer build a proof of concept for your team.
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