Customer & Lead Mapping
Map accounts, leads, and pipeline with labels and data overlays on a live canvas
Your business data is scattered. Your location insights shouldn't be.
Transform CRM and business data into AI-powered location intelligence.
Dashboard
Business Overview
Total Revenue
$2.4M
+15.8%
Active Customers
12,458
+12.5%
Conversion Rate
18.5%
+3.2%
Avg Deal Size
$42K
-2.3%
Revenue Performance
Monthly revenue vs targets
Quick answer: DotlyMaps is an AI-powered Location Intelligence platform that helps organizations visualize data, optimize operations, and uncover opportunities through intelligent mapping and geographic analytics.
Unify CRM, ERP, and operational data for customer mapping, lead mapping, and business mapping
Location analytics, heat maps, and recommendations for territories, routes, and coverage
Route optimization and mobile field workflows that sync back to your systems
Trusted by teams that run on location intelligence
From connected data to field-ready location intelligence in five steps built for revenue, operations, and geographic decision-making.
Each step opens a core capability below. Select a card to jump to that section.
Start with CRM mapping software without months of implementation.
Sync CRM, ERP, spreadsheets, and APIs into one live location data layer.
See performance shifts before the weekly report lands.
Geographic analytics, KPIs, and AI summaries across territories and markets.
Align sales, ops, and leadership on one intelligence layer.
Ask questions in plain language and share maps, charts, and executive answers.
Find gaps spreadsheets cannot show at map scale.
Territory management, heat maps, and coverage layers on a single live canvas.
More customer time, less drive time, cleaner CRM updates.
Route optimization, tasks, and GPS check-ins for reps in the field.
Bring Salesforce, HubSpot, Zoho, Dynamics, spreadsheets, and custom APIs into one map-ready data foundation for CRM mapping and business mapping.
DotlyMaps connects to Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, Google Sheets, and custom APIs. Data syncs continuously so territories, customer records, lead mapping, dashboards, and field tasks stay current without manual exports.
Location analytics and executive dashboards turn connected data into territory, pipeline, and market signals leaders can act on. Pair them with AI reporting for shareable briefs.
Ask Dotly AI anything about your territories…
Revenue
$4.2M
+12%
Territories
48
+3
Field efficiency
94%
+5%
Coverage
89%
+2%
Revenue trend
Territory heatmap
AI engine
Auto-generating dashboard
DotlyMaps builds executive dashboards, KPI trend views, and territory reports from your connected CRM and map data. AI reporting packages those insights for stakeholders so teams improve geographic performance without waiting on manual analysis.
Conversational BI turns natural-language questions into maps, charts, and summaries your revenue and operations teams can share, review, and approve.
Dotly AI
Enterprise workspace
AI-generated report
LiveRevenue
+18%
Territories
48
Efficiency
94%
Territory heatmap · Route overlay
Team workspace
Live collaboration
Sarah K.· Sales
Shared report with team
Ops Lead· Operations
Commented on route analysis
Executive· Leadership
Approved expansion plan
Route Mgr· Logistics
Reviewing optimized paths
Teams use conversational BI to ask about territories, routes, customer coverage, and revenue by geography. AI returns maps, charts, and executive summaries instantly. Shared threads and approvals keep sales, operations, and leadership aligned on one location intelligence layer.
Territory overlays, heat maps, and route layers show where opportunity, risk, and coverage concentrate on one live map.
Map accounts, leads, and pipeline with labels and data overlays on a live canvas
Draw, balance, and analyze territories to find coverage gaps and overlap
Plan efficient multi-stop routes for field teams with traffic and priority rules
Map intelligence combines geographic data, AI clustering, and territory management so teams see performance, coverage gaps, and routes together. DotlyMaps turns thousands of locations into actionable spatial insights for customer mapping and market planning.
Route optimization, mobile tasks, and GPS check-ins keep field teams productive while managers track progress in real time.
Dotly Field
Operations
Site inspection at North Ave
done
Equipment delivery
active
Client follow-up visit
pending
HQ Dashboard
Task queue updating
Faster field task completion
Live field visibility
Route efficiency gain
Reps receive optimized routes, mobile task updates, and GPS check-ins that sync to CRM in real time. Managers monitor visit progress, completion rates, and travel efficiency from one field operations dashboard.
Location intelligence for sales, marketing, operations, and executive planning
Ratings and feedback from teams using DotlyMaps for CRM mapping and field operations
G2 Rating
Customer Satisfaction
Reviews
"DotlyMaps gave us one view of territories, pipeline, and coverage. Territory management and customer mapping are now part of how we plan every quarter."
Sarah Johnson
VP of Sales
Tech Corp
"Heat maps and location analytics showed where campaigns were working by region. We reallocated spend with clearer geographic performance data."
Michael Chen
Marketing Director
Global Inc
"Route optimization and mobile field workflows cut drive time and improved CRM hygiene. The platform paid for itself in the first quarter."
Emily Rodriguez
COO
Enterprise Solutions
A full Location Intelligence platform compared with traditional mapping tools
| Capability | DotlyMaps | Traditional Mapping Tools |
|---|---|---|
| Full | Limited | |
| Full | Partial | |
| Full | Standard | |
| Full | Standard | |
| Full | Basic | |
| Full | Rare | |
| Full | Limited | |
| Full | Limited | |
| Full | Partial | |
| Full | Varies |
Governance and controls for location data across CRM, field, and analytics workflows
TLS for data in motion; encrypted storage for sensitive records.
Granular permissions across teams and territories.
Modern auth flows with session protection and account controls.
Operational monitoring and regular backups for resilience.
How organizations improve territories, routes, and geographic performance with DotlyMaps
Teams act on location analytics instead of static reports
AI recommendations shorten planning cycles for coverage and routes
Route optimization and territory planning reduce wasted travel and overlap
Retail Chain
35% better territory coverage efficiency
"Territory management and customer mapping helped us find underserved markets and rebalance rep assignments. Revenue per territory improved within six months."
Logistics & Supply Chain
$1.2M saved in annual routing costs
"Route optimization reduced fuel spend and improved on-time visits. Geographic analytics made capacity planning visible to operations leaders."
Healthcare Services
50% faster visit planning for field teams
"Mobile field operations and optimized routes gave clinicians more time with patients and fewer planning hours each week."
B2B Sales
43% more client meetings per rep
"Lead mapping and territory intelligence helped reps prioritize high-value accounts. Average deal size grew as coverage became measurable on the map."
Scale CRM mapping, territory management, and location analytics as your team grows
For solo reps mapping their own book of business
For small teams getting started with territory mapping
For growing teams that need routing, analytics & scale
For large field orgs operating in real time
Answers about DotlyMaps, location intelligence, CRM mapping, and field operations
DotlyMaps is an AI-powered Location Intelligence platform that connects CRM and business data to interactive maps. Teams use it for CRM mapping, territory management, route optimization, customer and lead mapping, heat maps, field operations, and geographic analytics so they can see where revenue, risk, and opportunity concentrate.
DotlyMaps is built for sales leaders, revenue operations, field teams, marketing analysts, and operations managers who need location intelligence beyond spreadsheets. It fits organizations that manage territories, visit accounts in the field, and make decisions based on geographic performance.
Minutes, not months. DotlyMaps includes guided onboarding that learns your team structure and configures workspaces for executives, map administrators, and field reps. Connect CRM or spreadsheet data, define territories, and start with CRM mapping, route optimization, or analytics workflows without a long IT project.
You don't have to, but you have complete flexibility. Our core advantage over basic routing apps is our automated data ingestion engine. We offer three ways to sync your data: • Real-Time CRM Sync: Connect Salesforce, HubSpot, Zoho, or Dynamics 365 for bi-directional updates. When a rep updates a lead on the map, your CRM updates instantly. • Scheduled Google Sync: Connect your Google Workspace to pull live data directly onto the map automatically based on your custom schedule (hourly, daily, weekly). • Manual CSV/Excel Uploads: If you are working with one-off prospect lists or offline data, you can still use our seamless drag-and-drop file importer.
DotlyMaps features native, one-click integrations with Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365, and Pipedrive. We also support major ERP systems like SAP and Oracle NetSuite.
Think of it as natural-language access to your location data. Executives and managers ask questions like "Which territories have the lowest conversion?" or "Where are our highest-value open opportunities?" The AI returns maps, charts, and summaries grounded in connected CRM and geographic analytics.
DotlyMaps allows you to drag and drop 19 different real-time BI widgets directly onto your map canvas. You can overlay Conversion Funnels, Pipeline Scorecards, Leaderboards, and Custom Canvas Heatmaps that dynamically update as you zoom into different zip codes or sales territories.
Yes. We offer a robust mobile application built specifically for the road, complete with full offline-mode support. Field reps can access their optimized daily routes, capture signatures, and log check-ins that sync straight back to your CRM in real-time.
Yes. Our AI routing engine goes beyond basic point-A-to-point-B navigation. It factors in live traffic, specific appointment time windows, and drive-time zones to generate the most fuel-efficient and time-effective multi-stop routes. Reps can also use "Proximity Search" to instantly find nearby high-value leads if a meeting gets canceled.
Legacy enterprise mapping tools are powerful but often require long training cycles. DotlyMaps delivers territory management, heat maps, multi-day route optimization, and geographic analytics through a modern interface designed for high adoption across sales and operations teams.
Google Maps shows directions. DotlyMaps connects to CRM data, visualizes territories and pipeline on a map, supports route optimization for field teams, and surfaces location analytics leaders use for planning. It is a Location Intelligence platform, not a navigation app.
Absolutely. We use enterprise-grade security including encryption in transit and at rest, role-based access controls, and secure authentication. Visit our Trust Center at /trust for compliance status, privacy practices, and procurement-ready security FAQs.
DotlyMaps uses tiered plans with included entitlements, not a single prepaid credit wallet. Choose Essentials through Enterprise, pay monthly or annually, and scale with add-ons (for example, +1,000 records from $3.50/mo, +2,000 AI chat credits from $5/mo, or +1 mobile user from $6/mo) without being forced into a higher plan tier. Real-time usage meters show when you are approaching limits.
Many tools sell one pool of credits for every feature. DotlyMaps gives you structured plans with map, mobile, geocoding, and AI allowances built in, monthly or annual billing, and à la carte add-ons for seats, records, storage, and AI packs, so you can discount at the plan level and scale precisely without a simple credit-only system.
Join 5,000+ organizations using DotlyMaps for CRM mapping, territory management, route optimization, and geographic analytics