Deal Map View. List View, Board View, MAP VIEW

Feature Request
1

I would love to see a new “Map View” option added alongside the existing List View and Board View for Deals.

Concept:
Add a Map View tab that displays all deals with a valid address on an interactive map (Google Maps or similar mapping service). Each deal would appear as a pin on the map, allowing sales teams to visually see where all opportunities are located geographically.

Benefits:

  • Quickly identify clusters of opportunities in specific areas.

  • Plan sales routes and in-person visits more efficiently.

  • Spot territories with strong or weak pipeline coverage.

  • Improve field sales productivity by grouping nearby appointments and prospects.

  • Provide a visual representation of pipeline health across a city, state, or region.

Suggested Features:

  1. Color-Coded Pins
    Allow users to choose how pins are color-coded, including:

  • Deal Stage

  • Won / Lost Status

  • Probability to Close

  • Deal Value Range

  • Sales Representative

  • Custom Fields

  1. Pin Size Customization
    Allow pin size to represent:

  • Deal Value

  • Estimated Revenue

  • Probability to Close

  • Days in Pipeline

  1. Interactive Deal Details
    Clicking a pin would display:

  • Company Name

  • Deal Name

  • Deal Value

  • Current Stage

  • Deal Owner

  • Address

  • Last Activity Date

  • Quick Actions (Call, Email, Open Deal)

  1. Filters
    Allow users to filter the map by:

  • Pipeline

  • Stage

  • Deal Owner

  • Date Created

  • Won/Lost

  • Deal Size

  • Custom Fields

  1. Territory Visualization
    Optional feature:

  • Heat maps

  • Territory boundaries

  • Zip code analysis

  • Revenue concentration overlays

Use Cases:

  • Commercial roofing companies managing projects across a metro area.

  • Field sales teams planning daily routes.

  • Real estate professionals tracking opportunities geographically.

  • Service-based businesses with territory management needs.

  • Franchise and multi-location sales organizations.

This feature would provide a powerful visual way to manage and analyze pipelines and would be a natural complement to the existing List and Board views. I was approached by an app, RepMove which maps out your deals, and it gave me the idea that we need this in Salesmate.

2

Hi Brett,

Thank you for posting your request.

One of our partners, GeoMaps, recently built an integration with us.

Overview: GeoMaps turns Salesmate data into a live, interactive map. They connect to an account as read-only and geocode your Contacts, Companies, Deals, and Activities, plotting them so teams can plan sales territories, optimize field routes, find prospects near their best accounts, and visualize demand with heatmaps — all kept in sync automatically.

Key features: read-only sync of all four core objects (geocoded automatically), filtering, sales territories, optimized route planning, a nearby-prospect finder, heatmaps, and shareable published maps.

Integration page: https://geomaps.co/integrations/salesmate

Geo Maps Demo: https://www.youtube.com/watch?v=T1P-2auDnys

3

Thank you, I have been on GeoMaps this morning. I keep receiving failed to fetch notifications. It appears the limit is reached on how many things I can input. I thought surely I could just input my deals, but the deal limit was reached as well. My next thought would be to try and input deals for specific deal views. I know inputting a file is an option too, but I want the map to update itself as Deals are added into Salesmate. GeoMaps has not yet responded. Was wondering what the input limit is, if there is someone to assist, how I can make this work, etc.

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4

Sure, we have reached out to Geo Maps as well on this.

You can be in touch with our team on chat for updates.