Map View turns your CRM data into useful geographic insights, a strong and user-friendly add-on for Zoho CRM. It gives companies a clear, real-time, aerial picture of business activity by allowing them to immediately see Zoho CRM data, including leads, accounts, contacts, deals, and custom modules, on interactive maps.
Map View enables teams to quickly spot patterns, trends, and opportunities across regions by transforming unprocessed CRM records into location-based intelligence. Sales, marketing, and operations teams can plan strategically, maximize coverage, and boost field productivity with the use of sophisticated visualization tools like heat maps, sales territories, routes, and smart widgets.

With its scalable and adaptable design, Map View easily connects with Zoho CRM to improve decision-making by providing geographic clarity. Map View adds strategy, accuracy, and intelligence to your Zoho CRM data, enabling teams to target more effectively, respond more quickly, and generate quantifiable growth, whether you are tracking leads, managing customer distribution, or optimizing sales routes.

Following installation, you must make choices in order to sync the data from any selected module to the Map View. After choosing the records for the module you want, click "Sync Map View." The statistics of the records' success and failure are displayed in the pop-up. Address fields must be included in the record when synchronizing your data so that Map View can retrieve the data's latitude and longitude to display its location on maps.

 

Note: Only the Leads, Accounts, Contacts, and Vendors Modules of the Zoho CRM have the Sync button. Use the Import button in the internal widget for the remaining modules.

To sync the data from the widget internally, navigate to the Settings. Click the Import button after selecting Modules. A pop-up window will appear when you click the import button, allowing you to choose the data as you see fit. Either All Data or Query Data may be used.

All Data: It synchronizes every piece of data within the chosen module. All of the Zoho CRM's data will be synchronized with the Map view.

Query Data: You simply filter the data that has to be synchronized in the Query Data. For example, after choosing the necessary module, click the import button and then select the Query Data. After choosing the necessary field, apply the constraint.

As demonstrated below, the user can easily apply the constraint through query data if they wish to include only the data where the industry is precisely information technology.

Tags are automatically applied to each record during data synchronization. These tags indicate whether the sync was successful (“Synced Successfully”) or specify the reason for failure, such as an invalid or missing address.

Users can also synchronize their custom modules, with custom address fields mapped according to specific business requirements. This mapping of custom address fields ensures that Map View displays precise and accurate data locations on the map.

Click the “Create New Module” button and select the desired custom module. Then, choose the relevant address fields and import the required data.

Note: The API for custom modules must be enabled to ensure they appear in the module list and that their data is visible on the maps. It is recommended to clear the cache at least once before adding custom modules.

Map View supports integration with multiple CRM platforms, enabling users to visualize their data beyond Zoho CRM. In addition to Zoho, it integrates with platforms such as HubSpot, allowing businesses to map and analyze customer data from different systems within a single interface. This approach eliminates data silos and delivers a unified, geographic view of sales and customer information. With multi-CRM support, Map View remains flexible, scalable, and well suited to evolving business needs.

Data can be viewed for each module individually by selecting the desired module. If no module is selected, the map displays the overall data across all modules. Each module is represented by a distinct color, making it easy to identify whether the data corresponds to leads, accounts, or contacts.

The wildcard character search enables users to locate any record directly on the map. Searches can be performed either at the module level or across the entire dataset for a comprehensive view.

Toggle the button in the bubble map pallet to turn on bubble map to display the important areas or the desired regions marked by you according to your own business strategy or target.

To highlight a desired area, add bubbles covering the specific region or boundaries of your choice. Click the + button to enter the address, set the radius, and select a color from the palette. After saving the changes, return to the map to view the highlighted area.

Bubble maps are effective for comparing proportions across geographic regions without distortion caused by regional size. Multiple bubbles can be added to represent different ranges, each displayed in a distinct color.

 

The Heat Map feature in Map View enables users to visualize data density and intensity through color variations on the map. Areas with a higher concentration of records are displayed more prominently, making it easy to identify hot spots and high-activity regions. This functionality allows businesses to quickly analyze trends, customer distribution, and sales performance across locations. Heat maps are particularly valuable for strategic planning and for pinpointing areas that require immediate attention or present growth opportunities.

Label Settings allow you to select specific fields to be displayed as labels for records on the map. For example, if a user wants to view leads by their email addresses on the map, the lead label should be set to “Email”. Simply select the desired field from the dropdown and click “Update Changes” to apply..

 

Filters can be applied to any desired module. Select a module, click the dropdown icon, and then click “+ Add a Filter.” Create the filter by choosing the relevant field and specifying its value, and save it for future use. Filters can be edited at any time to suit your requirements.

Map View enables users to switch between light and dark themes using the toggle button in the Theme Settings interface. The light theme is ideal for daytime use, providing clear visibility of maps and data, while the dark theme is optimized for low-light or nighttime environments, reducing eye strain and enhancing visual comfort. This flexibility ensures an improved viewing experience tailored to user preferences and working conditions.

Map out your journeys using Map View to generate an optimized route from your starting point to the final destination. You can also plan and share your route with others via a convenient link.

Select a specific area by drawing a boundary using the Drawing Palette. All leads within the selected area will appear in the destination dropdown, allowing you to plan routes from one data point to another within the defined boundaries.

Note: The Routes feature is a Pro functionality that requires purchase. However, the first five routes created by users are free of charge.

After selecting a specific area and adding multiple destinations to define the starting and ending points, click the Get Routes button. The optimized route will be displayed on the map and saved as a shareable link, allowing you to conveniently share your route with others.

Customizing pointer icons for each module allows users to quickly and easily identify the data associated with each module, reducing confusion and improving map clarity.

Territories enable users to organize and manage CRM data geographically by dividing it into defined regions. Using Territories in Map View, businesses can segment data according to sales zones, operational areas, or managerial boundaries.

Territories can be hand drawn or either address based. Select a suitable name of the territory and a customized color from the color palate.

By using Territories, organizations gain greater control over geographically distributed data and ensure that the appropriate teams are focused on the right areas.

Widgets deliver quick statistical insights and key metrics directly within the Map View interface. They present summarized data in a clear, easy-to-understand format, enabling users to make informed decisions at a glance.

Widgets can display the following insights:

Widgets update dynamically based on applied filters, selected modules, or map interactions, ensuring real-time visibility of key business metrics without leaving the Map View interface.

Custom Views enable users to personalize Map View based on their roles, responsibilities, or specific business requirements. These views can be configured to control which modules, widgets, and data are visible to individual users or teams.

For example:

A sales team can be shown only sales-related widgets, leads, and accounts.

A manager can access dedicated widgets and territory-based insights.

By tailoring views for different roles, Map View ensures that each user sees only the information most relevant to their responsibilities.

 

The Job List represents the status of synchronization processes. For example, when a user selects a module and the sync is in progress, the job status is displayed as “Processing” until the execution is complete, after which the status changes to “Completed.” The Job List also provides visibility into the success rate, invalid records, and records with missing addresses.

You can seamlessly synchronize and update data from Map View to Zoho CRM without any hassle. Simply edit fields and information directly on the map by clicking the Edit button at the bottom of each record, and Map View will automatically reflect those changes in Zoho CRM.

Clicking the “Delete” button removes the record only from the Map View interface and does not delete the data from Zoho CRM. The original record remains securely stored within the CRM system. If needed, the data can be restored to the map at any time by using the “Sync” button, ensuring that no critical information is lost during the removal process.

Add-Ons are the enhanced premium features with enhanced functionality and a more customized way of using the extension. Add-Ons like Users, Routes, Custom Module, widgets, and territories are available in Mapview.  Get the complete Billing History under the Add-Ons that contains all the plans and bills charged to users for buying the Additional features.