CRM Mapping Basics

Overview

CRM Mapping is the foundation of DotlyMaps. It transforms your CRM records into an interactive map, allowing you to visualize customers, leads, opportunities, service locations, and other business data geographically.

Instead of viewing records in a traditional list, DotlyMaps helps you understand where your business is happening, identify geographic trends, optimize field operations, and make smarter location-based decisions.

Whether you’re managing a sales territory, planning delivery routes, assigning technicians, or analyzing customer distribution, CRM Mapping gives your team an entirely new perspective on your CRM data.

How CRM Mapping Works

DotlyMaps connects securely to your CRM and retrieves records that contain location information.

Each record is converted into a map marker using one of the following:

Once mapped, users can interact with these records directly from the map.

Example:

Lead Record

↓

Automatically becomes

📍 A marker on the interactive map.

Selecting the marker displays important CRM information without leaving the map.

• Full Address

• Latitude & Longitude

• ZIP/Postal Code

• City, State, Country

• Custom Location Fields

• Name: John Smith

• Company: ABC Manufacturing

• Address: 145 King Street, Toronto

Supported CRM Modules

DotlyMaps can visualize virtually any CRM module.

Common examples include:

If your CRM supports custom modules, DotlyMaps can map them as well.

• Leads

• Contacts

• Accounts

• Deals / Opportunities

• Vendors

• Properties

• Assets

• Service Requests

• Projects

• Appointments

• Orders

• Deliveries

• Employees

• Field Technicians

• Franchise Locations

• Warehouses

• Custom Modules

Supported CRM Platforms

DotlyMaps supports multiple CRM and business platforms, including:

Additional integrations can be connected using DotlyMaps Connectors.

• Zoho CRM

• Salesforce

• HubSpot

• Microsoft Dynamics 365

• Pipedrive

• Freshsales

• SugarCRM

• Monday CRM

• Custom REST APIs

• SQL Databases

• CSV Imports

Automatic Geocoding

If your CRM records only contain addresses, DotlyMaps automatically converts them into geographic coordinates.

This process is calledGeocoding.

Example:

1600 Amphitheatre Parkway Mountain View, California

↓

Latitude: 37.422

Longitude: -122.084

The converted coordinates are stored for faster future loading.

Benefits:

• Faster map rendering

• More accurate routes

• Better territory calculations

• Improved clustering

Interactive Map Markers

Each CRM record becomes an interactive marker.

Clicking a marker displays important information such as:

Users can also perform actions directly from the map.

Examples:

• Customer Name

• Company

• Phone Number

• Email

• Assigned Salesperson

• Status

• Last Activity

• Revenue

• Custom Fields

• Open CRM Record

• Call Customer

• Send Email

• Navigate

• Create Follow-up

• Add Note

• Update Status

Map Views

DotlyMaps offers multiple visualization modes.

Standard Map

Displays every CRM record individually.

Best for:

• Sales

• Customer lookup

• Daily operations

Satellite View

Visualize real-world terrain and buildings.

Useful for:

• Construction

• Property Management

• Field Inspection

Terrain View

Shows natural landscapes and elevation.

Useful for:

• Utility companies

• Environmental planning

• Agriculture

Hybrid View

Combines satellite imagery with street labels.

Useful when precise location context is important.

Filtering Records

Large CRMs often contain thousands of records.

Filters help narrow the map instantly.

Examples include:

Multiple filters can be combined simultaneously.

• Assigned Sales Rep

• Lead Status

• Opportunity Stage

• City

• Country

• Region

• Date Created

• Last Contact

• Industry

• Customer Type

• Revenue Range

• Tags

• Custom Fields

Searching Records

Quickly locate CRM records using the search bar.

Search by:

Search results automatically zoom to the selected location.

• Customer Name

• Company

• Phone

• Email

• Record ID

• Address

• City

• ZIP Code

Marker Clustering

When thousands of records exist within the same area, DotlyMaps groups nearby markers into clusters.

Benefits:

Zooming in automatically expands clusters into individual records.

• Cleaner map

• Better performance

• Easier navigation

Record Details Panel

Selecting a marker opens a side panel displaying CRM information without navigating away from the map.

Typical information includes:

The panel keeps your workflow focused while maintaining geographic context.

• Contact Details

• Company Information

• Deal Value

• Activities

• Tasks

• Notes

• Custom Fields

• Related Records

Bulk Actions

Select multiple records directly from the map to perform bulk operations.

Examples:

Bulk actions save significant time for large datasets.

• Assign Owner

• Update Status

• Add Tags

• Export Records

• Create Tasks

• Send Emails

• Generate Routes

• Add to Campaigns

Saving Map Views

Frequently used map configurations can be saved.

Saved views include:

This allows teams to reopen the same workspace instantly.

• Filters

• Zoom Level

• Selected Layers

• Visible Modules

• Marker Styles

Real-Time Synchronization

DotlyMaps stays synchronized with your CRM.

Whenever records are:

the map reflects those changes automatically, ensuring users always work with current information.

• Created

• Updated

• Deleted

• Reassigned

Common Use Cases

CRM Mapping can be used across many business functions.

Sales Teams

• Visualize prospects

• Find nearby leads

• Plan customer visits

• Reduce travel time

Customer Success

• Monitor active customers

• Identify high-value regions

• Schedule onsite meetings

Field Service

• Dispatch technicians

• Optimize routes

• Track service locations

Delivery Operations

• Plan delivery areas

• Balance driver workloads

• Improve logistics efficiency

Management

• Analyze regional performance

• Identify market opportunities

• Monitor team coverage

• Make data-driven decisions

Next Steps

Once your CRM records are successfully displayed on the map, you can unlock more advanced capabilities with DotlyMaps, including:

These features help transform location data into actionable business intelligence, enabling smarter planning, faster decision-making, and more efficient field operations.

• Smart Filters

• Territory Management

• Route Optimization

• Heat Maps

• AI Location Intelligence

• Customer Clustering

• Geofencing

• Team Tracking

• Business Area Analysis

• AI Insights & Recommendations