Clients, prospects and partners
Open any household for its advisor, service, assets under management and next review date, and switch prospects on when you plan outreach.
Your book by region
Assign advisor regions by county and switch to a hexagon view to see where client relationships are concentrated.
More ways financial services & mortgage teams use GeoMaps
Plan review days
Group annual reviews by area so a day of meetings means less driving between clients.
Work referral partners
Map CPAs, attorneys and real estate agents next to your clients and visit the partners closest to your growth areas.
Host local events
Draw a radius around a venue to see how many clients and prospects live within reach before you book it.
Features you'll use
Connect the data you already have
See all integrations
FAQ
- Can I keep client maps private?
- Yes. Workspaces are private to the people you invite. If you share a map, you choose exactly which lists and fields it shows, and you can protect it with a password.
- Can I map households from my CRM?
- Yes. GeoMaps connects to CRMs such as Less Annoying CRM, Nimble, OnePageCRM and Capsule, and to Google Sheets and Excel, and keeps the map in sync.
- Can I plan a day of client meetings?
- Yes. Select the clients you want to see, and GeoMaps optimises the stop order and gives you a route to print, email or export.
- Can I see demographics like household income by ZIP code?
- Yes. ZIP code and county layers include Census demographics, which helps when choosing where to prospect or hold a seminar.