The Platform
Everything your field team needs in one place
From route planning to executive dashboards, Map My Customers gives reps, managers, and ops teams the tools to reduce admin, improve visibility, and scale what works.
More Time Selling
Reps should be selling, not updating systems. These features put hours back in every rep's week.
Advanced Routing
Multi-stop route optimization with real-time traffic, mid-route changes, and turn-by-turn handoff to Google Maps, Waze, or Apple Maps.
Learn more →Activity Logging
Calls, emails, and visits captured automatically the moment they happen. Plus voice notes and offline support.
Learn more →Voice-to-Text Notes
Talk through a visit in the car. Notes are transcribed and land in the right account before you leave the parking lot.
Learn more →Mileage Tracking
Auto-track every business mile in the background. Export reports for finance. IRS-compliant reimbursement records.
Learn more →Bulk Email & Templates
Send templated emails to groups of accounts. Track opens, clicks, and replies right from the field.
Learn more →Email History
Full email outbox with scheduled, sent, cancelled, and failed email tracking, all from one view.
Learn more →Pinned Resources
Centralized resource library with folder management, cloud storage connectors, and team sharing for every account visit.
Learn more →AI Field Rep Assistant
Voice-driven debriefs, route suggestions, follow-up email drafts, and next-step suggestions for every account.
Learn more →Business Card Scanner
Snap a photo. OCR extracts name, title, company, phone, and email. New CRM record created instantly.
Learn more →Bespoke User Guides
Custom training modules assignable to individual reps, tailored by role, region, or experience level.
Learn more →Territory Creation
Draw territories by hand or auto-generate by geography, account count, or revenue. Assign reps and set boundary rules in minutes.
Learn more →Field Essentials
- Check-ins: GPS-verified visit logging with real-time proof of visit.
- Mobile App: Native iOS and Android apps built for reps in the field.
- Offline Mode: Full functionality without cell service; syncs when back online.
- Navigation Integration: One-tap handoff to Google Maps, Waze, or Apple Maps.
Data & Integrations
- CRM/ERP Sync: Bi-directional sync with Salesforce, HubSpot, Zoho, Dynamics 365, and NetSuite.
- Calendar Sync: Two-way sync with Google Calendar and Outlook.
- Custom Fields: Dropdowns, checkboxes, and text fields synced to your CRM.
- Data Merger: Deduplicate and merge records across sources.
- Proprietary Data Services: Custom data enrichment layered into rep workflows.
AI & Automation
- AI Email Suggestions: Context-aware email drafts from visit notes and deal stage.
- Deals Kanban Board: Drag-and-drop deal management on mobile.
- Territory Business Rules: Automated rules for account assignment, visit cadence, and escalation.
- Visual Workflow Builder Coming Soon - Drag-and-drop automation for field workflows.
Real-Time Visibility
You can't manage what you can't see. These features give leaders live insight into field execution.
Dashboards
Coverage, activity, and pipeline-by-territory in one place. Standard reports out of the box, plus custom builders.
Learn more →Field View ™
Visual replay of any rep's day in the field: visits, drive time, dwell time. Coach the ride-along you can't take.
Learn more →Email Volume Reporting
Track email send volume, open rates, and response patterns by rep, territory, or account segment.
Learn more →Efficiency Widgets
At-a-glance metrics for drive time vs. selling time, visits per day, and route efficiency, surfaced where managers need them.
Learn more →Reports
Pre-built and custom reports on rep activity, deal progression, and territory performance. Standard views out of the box, plus a custom report builder.
Learn more →Also included
- Territory Heatmaps: Color-coded maps showing account density, activity, and revenue distribution.
- Cross-Object Reporting: Reports spanning accounts, contacts, deals, and activities in one view.
- Territory Metrics: Coverage %, visit cadence compliance, pipeline velocity, and churn risk.
Closing the Performance Gap
Great teams make top-performer habits scalable. These features turn one rep's playbook into the team's standard.
Account Segmentation
Group accounts by tier, revenue, or any custom field. Build visit cadence rules around what matters most.
Learn more →Lead Finder
Discover net-new prospects filtered by industry, size, or proximity. Click to add and assign in one move.
Learn more →Rep Coaching & 1-on-1s
Shared workspace for managers and reps with coaching notes, qualitative goals, and training assignments.
Learn more →Goals & Contests
Org, team, and rep goals with live leaderboards and contests built into the platform.
Learn more →Field Insights & Exec Summaries
Risk and opportunity alerts at the account and rep level, delivered to your inbox every Monday.
Learn more →Also included
- Mapping: Visualize accounts, contacts, and deals on an interactive map with filters and color-coding.
- Demographic Data: Census, income, and industry density data layered on territory maps.
- Comparative Territory Reporting Coming Soon - Side-by-side territory comparisons on activity, pipeline, and outcomes.
Enterprise-grade security, included on every plan.
SOC 2 Type II certified. HIPAA compliant. GDPR ready. SSO & SAML available. Your data is encrypted at rest and in transit.
Connects to the tools you already use
Bi-directional sync with Salesforce, HubSpot, Zoho, Dynamics 365, and NetSuite. Plus calendar, navigation, and email integrations.
