Map for analysis, routing & territories

by
Odoo
v 14.0 Third Party 56
Download for v 14.0 Deploy on Odoo.sh
Included Dependencies
Lines of code 4168
Technical Name mapsly_connector
LicenseOPL-1
Websitehttps://mapsly.com/
Also available in version v 12.0 v 11.0 v 13.0
You bought this module and need support? Click here!
Included Dependencies
Lines of code 4168
Technical Name mapsly_connector
LicenseOPL-1
Websitehttps://mapsly.com/
Also available in version v 12.0 v 11.0 v 13.0

Mapsly: Interactive Map for Odoo

Feature-rich yet entirely customizable map for sales routing, geo-analysis, territories with auto-assignment, prospects discovery & no-code automation


What is Mapsly?

A powerful geolocation platform for viewing, searching, filtering and editing records on the map, optimized routing with location tracking and planning regular visits, territories management with auto-assignment, embedding live maps to websites & portals, prospect discovery and on-code automation with workflows, buttons, forms, actions and built-it geo-functions like calculating driving distance/time between any locations.

TRY MAPSLY FOR FREE for 2 weeks (no credit card required). 24/7 chat support, implementation services and live training of your sales/service team are included in your Mapsly subscription.

Schedule a live demo with our solution engineer

COPY LINK

https://mapsly.com/meet

Or ask us anything in chat, we're always online

COPY LINK

https://mapsly.com/livechat

To get started, please follow the Mapsly setup guide for Odoo

COPY LINK

https://mapsly.com/odoo

Key features

VISUALIZATION & ANALYSIS

  • View and (mass-)edit records from any Odoo CRM object on the map, including custom ones, with real-time sync to Odoo

  • Split your data into map layers with custom markers using visual formula builder

  • Search CRM records near a location and sort/filter them by distance

  • Customize map markers, pick fields for their labels and pop-ups, and switch between layer groups to instantly re-colorize your records based on different criteria

  • Create records in any Odoo CRM object from the map with pre-filled address and coordinates

  • Auto-correct errors in addresses and fill in zip and counties; import their coordinates back to CRM

ROUTING

  • Plan optimized daily routes for sales and services teams, or trucks based on live/historic traffic

  • Configure check-in, check-out or any other custom processes with buttons and custom forms

  • Save check-in, check-out or custom events and data collected with forms to your Odoo CRM in real time

  • View users' current location and history of movements

  • Plan regular visits with desired regularity and duration, for individual sales reps or entire teams

  • Navigate to locations using your favorite app in one click

Mobile routing demo (1.5 min)


TERRITORIES

  • Draw territories or assemble them out of postal codes, counties, census tracts, etc. using the geo-library

  • Auto-assign records to territories and sales reps based on custom criteria

  • Calculate aggregate metrics per-territory out of your CRM data

  • View demographic data (US only)

  • Embed live maps with territories into dashboards, portals and websites

  • Automatically create/update territories for individual CRM records

EMBED LIVE INTERACTIVE MAPS

  • Share maps with live data and desired Mapsly features by link and embed them into websites, portals or dashboards, or send by email

  • Add personalized maps with unique dataset per customer to your customer portal

  • Add custom buttons, forms and let users execute processes/automation from embedded maps

PROSPECTING

  • Search local businesses by keywords and add them as records of any Odoo CRM object

  • Adjust field mapping, use custom fields, and add fields with fixed values

NO-CODE/LOW-CODE AUTOMATION

  • Execute custom actions by a button, by schedule or entirely automatically, without writing code

  • Create/update/delete records and territories, send email and SMS, call external APIs, and more

  • Search records by custom criteria that may include driving distance or time, and execute actions with them

  • Create dynamic forms that show/hide fields and call external APIs as user fills in the form

  • Use user's current location and calculate driving distance/time between any locations

  • Implement cross-system analysis and automation by connecting spreadsheets and other data sources to Mapsly

Highlights

View & (mass-)edit your Odoo CRM records on the map.

View any Odoo CRM objects on the map. Choose any fields for object labels and map popups. Slice data into formula-based sub-layers with custom markers. Hide records using map filters. Search records by distance from a base location. (Mass-)update records, re-assign ownership. Execute custom actions with records.

Optimize routes for sales teams. Track their location. Use on mobile.

Create optimized daily routes for sales & service teams based on live & historic traffic, on desktop & mobile. View their real-time & historic positions. Save/load/re-assign routes. Configure check-in & check-out processes. Gather data on-the-go using custom forms. Set stop durations & view forecast arrival/departure time for unvisited waypoints.

Create territories, and auto-assign records to them in Odoo CRM.

Draw territories on the map or create them using geo-library (zip codes, counties, etc.). Auto-assign records to territories and sales reps. Add aggregate metrics. Share by link and embed into dashboards.

Live maps for websites, dashboards & personal maps for client portals.

Share live maps by link & embed them to websites, dashboards or send by email. Add personal maps to customer portals with data dynamically tailored to the logged in user. Select data to share and features to be available on shared maps. Add filters by distance & any fields, custom buttons/forms/actions including API callouts.

Automate nearby search & execute custom actions without writing code

Use Mapsly automation suite to execute complex actions including nearby search by custom criteria when records are created/modified, by a button or by schedule. Use user's location, gather data with custom forms, calculate driving distance/time between any locations. Share your vision - and we'll implement it in Mapsly free-of-charge.

How to get started?

TRY MAPSLY FOR FREE for 2 weeks (no credit card required). 24/7 chat support, implementation services and live training of your sales/service team are included in your Mapsly subscription.

Schedule a live demo with our solution engineer

COPY LINK

https://mapsly.com/meet

Or ask us anything in chat, we're always online

COPY LINK

https://mapsly.com/livechat

To get started, please follow the Mapsly setup guide for Odoo

COPY LINK

https://mapsly.com/odoo

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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