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See how your team could run the field.
Map My Customers helps field sales teams run the day-to-day work that drives revenue. Learn how teams reduce admin, improve coverage, and create stronger field performance.
Quick answers to the questions our customers ask most: pricing, the mobile app, CRM sync, user permissions, healthcare data, and how Map My Customers actually works in the field.
The basics: what we are, who we're built for, and how we're different from a generic CRM.
Map My Customers is a field sales execution platform for teams that sell outside of an office: sales reps, managers, and leaders who visit customers in person. It combines a mobile-first app, mapping, route planning, activity logging, and manager dashboards into a single system that works alongside (or in place of) a traditional CRM.
The platform is purpose-built for three things: reducing seller burden, creating real-time visibility into field activity, and closing the performance gap between top reps and the rest of the team.
Map My Customers is built for outside sales teams: reps and managers whose work happens in trucks, parking lots, hospital systems, dealer lots, and customer sites, not behind a desk. Customers typically come from:
Within those companies, the platform serves sales leaders, RevOps, sales managers, enablement, and outside sales reps.
A traditional CRM is built for inside sales and pipeline management. It assumes a rep is at a desk, typing into a form. Map My Customers is built for what happens between CRM updates: driving routes, in-person visits, voice notes from the car, and the manager's need to see what's actually happening in the field.
We don't replace your CRM. We sync with Salesforce, HubSpot, Zoho, Dynamics 365, and NetSuite, and layer field-execution tools on top: territory maps, account segmentation, mileage tracking, location-based check-ins, mobile-first activity logging, and live coverage reporting.
Map My Customers is headquartered in Cary, North Carolina (Raleigh-Durham area), with a second office in New York City. The company was founded in 2015 and serves customers across the United States and internationally.
The product was originally a map view that let outside sales reps plot their accounts on a map and plan routes between them, literally mapping their customers. The platform has grown well beyond that, but the original promise remains: every account, every visit, every rep, on a single visual surface.
Costs, receipts, and what to do if a payment didn't land.
Map My Customers is sold as an annual subscription priced per seat, with plans that scale with team size and the level of integration, healthcare data, and managerial tooling you need. Pricing is custom because field teams vary so much. A 12-rep distributor doesn't need the same package as a 300-rep medical device org.
Request a demo and a specialist will walk you through plans and pricing for your team.
Most teams start with a guided demo and pilot rather than a self-serve free trial. Field sales tools need a small amount of setup (territories, CRM sync, account import) to be useful, and we'd rather invest a few minutes up front than let a rep download an empty app. Book a demo to talk through what a pilot would look like for your team.
Plans are billed annually by default. Annual billing keeps pricing predictable and unlocks our best per-seat rate, our concierge implementation, and ongoing customer success support. Talk to sales about other arrangements if your procurement requires something different.
Account owners and billing admins can access invoices and receipts from Settings → Billing → Invoices in the web app. Click any invoice to download a PDF receipt. If you need a copy of a receipt you can't see, email support@mapmycustomers.com and include the email on the account.
Go to Settings → Billing → Payment Methods as an account owner or billing admin. You can update the card on file, change the billing address, or add a new payment method. Changes take effect on your next renewal. For invoiced (ACH/wire) accounts, contact your account manager or billing@mapmycustomers.com.
That message usually means the payment cleared but hasn't been linked to your user account yet. A few common causes:
Email support@mapmycustomers.com with the email on your account and the order/payment reference. We'll reconcile and reactivate within one business day.
Yes. Multi-year commitments and larger seat counts both unlock better per-seat pricing. We also have specific pricing tiers for healthcare and life-sciences organizations that include access to commercial intelligence data sets.
First-time setup, login, password resets, and what to expect in your first two weeks.
Most teams are live in 2-4 weeks, not quarters. A typical rollout looks like:
A dedicated implementation manager owns the rollout end-to-end and stays with you through your first quarter.
The Login link is in the top-right corner of every page on mapmycustomers.com, next to the orange Get Demo button. It takes you to app.mapmycustomers.com, where you sign in with the email your admin invited.
Your username is always the email address your admin used to invite you. From the login screen, click "Forgot password?", enter that email, and we'll send a reset link.
If you're not sure which email was used, ask your team's Map My Customers admin (often the sales operations lead or sales manager who owns the rollout).
A few things to check, in order:
Still nothing? Email support@mapmycustomers.com and we'll send a one-time link.
The web app runs entirely in your browser. Chrome, Safari, Edge, and Firefox are all supported. The field app is a native iOS and Android app reps install from the App Store or Google Play. No agents, no plugins, no IT install.
Calendar sync connects your Google or Microsoft 365 calendar to Map My Customers. Once it's set up:
To enable it, go to Settings → Integrations → Calendar, choose your provider, and authorize. Each rep enables their own; admins can't see anyone else's calendar.
Adding, removing, and reassigning reps. How sharing actually works under the hood.
Every user is assigned a role (typically Admin, Manager, or Rep) plus optional team or territory scoping. Roles determine:
Admins configure roles from Settings → Users & Roles. Custom roles are available on higher plans.
Yes. Assign the manager role to the user and scope their visibility to a team or territory. The manager will see dashboards, reports, and accounts for their team only, not for the rest of the organization. Sales leaders and admins still see everything.
Yes. Records they created (accounts, deals, activities, notes) stay in the system when you delete a user. Their account ownership and assignments need to be reassigned (to another rep or to a manager) so the data doesn't end up orphaned. We'll prompt you to do that as part of the delete flow.
Removing a user revokes their access but keeps the user record in your account. You can re-invite them later and their history is intact. Useful for leaves of absence, contractor cycles, or temporary role changes.
Deleting a user permanently removes the user account. You'll need to reassign their owned records first. Use this for true offboardings.
Yes. As an admin, open the user from Settings → Users and use Reassign to move their owned accounts, deals, and open activities to another rep in a single bulk action. You can reassign everything to one person or split the book across multiple reps.
No. Sharing flows from Company down to associated records, not the other way around. If a rep is given access to a Person but not the parent Company, they'll see the Person but not the Company or its other associated records.
If you want a rep to see everything tied to a Company, share the Company itself. Map My Customers will surface the People, Deals, and Activities linked to it automatically.
Yes. Sharing a Company gives the rep access to the People, Deals, and Activities associated with it. This is by design, as it's almost always what you want when you assign a rep to an account.
How Map My Customers connects to your CRM, calendar, navigation, and email tools.
Map My Customers offers native, two-way sync with the major sales CRMs:
Custom-mapped fields, automatic conflict handling, and configurable sync direction are included with every integration.
Two-way by default. Records flow both directions: changes a rep makes in Map My Customers (notes, activities, status updates, new accounts) sync back to your CRM, and updates in the CRM sync forward. You can configure direction and conflict rules per object. For example, treat the CRM as the source of truth for account ownership, but let Map My Customers own activity logging.
Most events sync in near real time (seconds), with periodic bulk reconciliation in the background to catch anything that failed or fell out of sync. Reps don't wait; a check-in or a note shows up in the CRM almost immediately.
Yes. Many of our customers, especially smaller industrial and distribution teams, run on Map My Customers as their only system of record. You get accounts, contacts, deals, activities, routes, reporting, and a mobile app out of the box. Adding a CRM later is straightforward when you're ready.
Admins set this up from Settings → Integrations → CRM. The flow looks like:
For Salesforce, Dynamics, and NetSuite, an implementation specialist typically handles the first configuration with you.
Yes. Turn-by-turn navigation hands off to Google Maps, Waze, or Apple Maps from any route or account in the field app. Reps choose their default navigation app once and we honor that choice everywhere.
The web app uses your browser's location permission to center the map on you and to power proximity searches. The first time you open a map view, the browser asks to share your location. Click Allow. If you previously denied it, you can re-enable from your browser's site settings for app.mapmycustomers.com.
Field tooling: routes, check-ins, voice notes, mileage tracking, and offline behavior.
Yes. Map My Customers ships native apps for iOS and Android, available in the App Store and Google Play. Both apps share feature parity for core field workflows: maps, accounts, routes, check-ins, voice notes, mileage tracking, and activity logging.
Yes. The app works internationally. Mapping, routing, check-ins, and CRM sync are all available globally. Some data products (notably U.S.-specific healthcare commercial intelligence) are scoped to the United States, but the core field execution platform is not.
Yes. The field app is designed for spotty connectivity. Reps can view accounts, log activities, capture voice notes, take photos, and check in even without service. Everything queues locally and syncs the next time the device gets a signal.
From the map or list view, select the accounts you want to visit and tap Build Route. Map My Customers will sort them into the optimal order by drive time and distance. You can:
Frequencies tell Map My Customers how often each account should be visited. Set a frequency at the account level (e.g., every 14 days for Tier 1, every 30 days for Tier 2) and the platform will flag accounts that have fallen behind cadence. Managers can see cadence compliance by rep and by territory in the dashboards.
Filters narrow what you see on the map, list, or report. You can stack any number of filters (by tier, last activity date, deal stage, custom field, territory, or distance from your current location) and save the resulting view as a Group for instant access later. Groups can be shared with other reps and managers.
Yes. When you initiate a call from the app, Map My Customers prompts you to log it as a call activity when you hang up, with duration and timestamp pre-filled. You can dictate a quick voice note that we transcribe and attach to the activity automatically. The call activity also syncs back to your CRM if connected.
Imports queue while we validate the file (column mapping, address geocoding, duplicate detection). Most imports finish in under a minute, but very large files with tens of thousands of rows can take longer. If an import has been queued for more than 15 minutes, refresh the page; if it's still stuck, the file usually has a formatting issue (mismatched columns, malformed addresses). Check the error report or contact support.
Adding, finding, exporting, and bulk-managing your accounts, contacts, deals, and activities.
From the web app, click + New → Company and enter the name and address. From the mobile app, tap the + button on the map or list. Map My Customers will geocode the address, deduplicate against existing records, and let you fill in tier, owner, custom fields, and notes before saving.
You can add a Person from the People tab (+ New → Person) or directly from a Company's detail page (where it'll auto-associate to that Company). On mobile, you can also scan a business card with the camera and we'll create the Person record from the parsed contact info.
From a Company or Person, click + New Deal to auto-associate it. From the Deals tab, click + New → Deal and link the Company manually. Deals carry stage, amount, close date, and any custom fields configured in your funnel.
Activities can be added manually (from any record's activity tab) or captured automatically from the field app: check-ins, calls, voice notes, and proximity prompts all create activities without a rep typing anything. Calendar-synced meetings can also flow in as activities if matched to an account.
Use the global search bar at the top of the web and mobile apps. It searches across Companies, People, Deals, and Activities. For more structured queries, head to the relevant tab (e.g., Companies) and apply filters; saving the filter creates a Group you can return to with one click.
Yes. Map My Customers imports CSV and Excel files for Companies, People, Deals, and Activities. The import wizard handles column mapping, address geocoding, owner assignment, and de-duplication. Most teams use this for initial book-of-business migration.
Yes. Lead Finder lets you discover net-new prospects in any territory, filtered by industry, company size, or proximity to your existing accounts. Click a result to add it to your book of business and assign an owner in one move.
Usually one of three things:
Up to 1,000 records at a time from the web app. Select records from a list view and choose Bulk Actions → Delete. For larger purges, contact support and we'll run the deletion server-side. Bulk delete is restricted to admins by default.
From any report or list view, click the Export button (top right). Map My Customers exports to CSV or Excel; large exports run in the background and arrive as a download link in your inbox. Recurring exports, such as a weekly activity report, can be scheduled to send automatically.
How we protect your customer data, where it lives, and which frameworks we operate under.
Yes. Map My Customers maintains an annual SOC 2 Type II report covering security, availability, and confidentiality. A copy of the current report is available under NDA. Request it from your account manager or through our Trust Center.
Customer data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Access to production systems is restricted to a small set of engineers via short-lived credentials, all admin actions are logged, and we run continuous vulnerability scanning plus annual third-party penetration testing.
Yes. We support HIPAA-covered customers and will sign a Business Associate Agreement (BAA) on appropriate plans. Healthcare and life-sciences customers regularly run on Map My Customers, including teams handling Protected Health Information in field workflows. Talk to your account manager to scope a BAA.
Yes. We support data subject access, deletion, and portability requests, sign Data Processing Agreements (DPAs) with EU customers, and use Standard Contractual Clauses for cross-border data transfers. Our DPA is available from the Trust Center.
Production data is hosted on Amazon Web Services in the United States, in multiple availability zones for redundancy. Backups are encrypted, geographically distributed, and tested regularly. Specific data residency arrangements are available for enterprise customers on request.
Customer data is retained for the life of the subscription. On termination, we offer a 30-day window for export, after which production data is deleted. Backup data is purged on a rolling 90-day schedule. Specific retention windows can be negotiated for regulated industries.
Yes. Map My Customers supports SAML 2.0 SSO with Okta, Microsoft Entra ID (Azure AD), Google Workspace, OneLogin, and any standards-compliant identity provider. SCIM-based user provisioning is available on enterprise plans.
For medical device, biotech, and life-sciences teams selling into health systems and providers.
Through our Healthcare Claims Intelligence offering, we bring proprietary and licensed data sets directly into the rep's workflow, including provider directories, NPI-level identifiers, procedure volume signals, affiliations between physicians and health systems, and prescribing or referral patterns where licensed.
The point is to land reps on the right physician, at the right account, with the right pitch, instead of guessing.
Yes. Medical devices and equipment is one of our largest customer segments. Teams use Map My Customers for hospital and ASC coverage planning, in-service tracking, surgeon relationship management, and field activity logging tied to specific procedures or product lines.
Yes. Provider records can be enriched with NPI numbers, specialty, primary practice location, and affiliated health systems. This data flows into account segmentation, routing, and reporting, so a rep planning a route through Raleigh can see exactly which providers at which sites match a target specialty.
Healthcare data flows into the same Account and Contact records you already manage in your CRM. We map providers and facilities to your CRM objects (Account, Contact, custom objects) and keep them refreshed on a regular cadence. Reps see enriched information in Map My Customers; your CRM stays the system of record.
The current Healthcare Claims Intelligence data sets are U.S.-focused (claims, NPI registry, U.S. health system affiliations). The underlying Map My Customers platform, including accounts, routes, mobile app, and CRM sync, works internationally for healthcare and non-healthcare customers alike.
Try a different word, or ask a specialist directly.
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Map My Customers helps field sales teams run the day-to-day work that drives revenue. Learn how teams reduce admin, improve coverage, and create stronger field performance.