If you spend a good part of your week visiting customers, you'll know the routine. You open Capsule CRM, scroll through your contacts, and try to work out who's near whom. Then you copy addresses into Google Maps one at a time and hope the order makes sense.
It works, but it's slow and it's easy to miss things. A customer you haven't seen in months might be ten minutes from your 11 a.m. meeting, and you'd have no idea. And when a meeting is canceled at the last minute, you're left sitting in the car wondering who else is close by.
Capsule already has your customer addresses; what if you could see them on a map?
Meet GeoMaps
GeoMaps is a mapping tool that connects to your Capsule CRM account, placing your contacts on an interactive map. Once the two are connected, GeoMaps pulls in your Contacts and Organizations (plus Opportunities and Projects, if you want them), plots each address, and keeps the map up to date as your Capsule data changes.
Video shows a contact record in Capsule CRM with a saved address. When the user clicks the address, Geo Maps opens, visually placing the contact on a map along with any other nearby contacts in the user's CRM
The sync works both ways, so any edits you make on the map are saved back to Capsule. You don't need to export anything or know your way around mapping software.
GeoMaps also has a browser extension that adds an Open in GeoMaps button to every person and Organization in Capsule. One click takes you from a contact record to a map showing that contact and any other contacts nearby.
“Before they found GeoMaps, a lot of our customers were planning routes by copying addresses out of their CRM and pasting them into Google Maps one at a time. It works, but it eats into time that should be spent with customers. When you connect Capsule, your contacts are already on the map and you can build a route from them in a few clicks.”Erik Galstian Founder of GeoMaps
What you can do with GeoMaps and Capsule CRM
- See who's nearby: Visiting a customer this morning? Check the map to see who else you could drop in on before heading back.
- Plan your route: Add contacts to a route and GeoMaps will put your stops in a sensible order, so you spend less time behind the wheel.
- See where your pipeline sits: Opportunities appear at your contact's address with their value and milestone, so you can spot where deals are clustered and which areas could use some attention.
- Divide up territories: Draw sales territories or drive-time areas and share maps with your team, so everyone knows which customers are theirs.
- Filter by what matters: Color-code and filter the map using your Capsule Tags, owners, and Custom Fields.
“We wanted our Capsule customers to be able to see their own contacts and customers on a map without a complicated setup. Since adding GeoMaps to our marketplace, it’s been great to hear how our customers have connected their accounts and begun planning their weeks around where their customers are.”Jade Say Product Manager at Capsule CRM
Get started in a few minutes
- Find GeoMaps in the [Capsule integrations marketplace](https://geomaps.co/integrations/capsule) and start your free trial.
- In GeoMaps, go to Data Sources, sign in with Capsule, and approve access.
- Choose what to map. People and Organizations are selected by default, and you can add Opportunities and Projects too.
- Save, and GeoMaps will plot your records and keep them in sync with Capsule.
GeoMaps offers a 14-day free trial covering up to 1,000 locations, with no credit card required.
If you're out meeting customers most weeks, try it and see what your next week of visits looks like on a map.




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