CRM

Field teams usually keep their visit plans in notebooks or in their heads. This CRM moves that plan into a system: with the Accounts, Visits, Calendar, and Reports screens, visits get planned, done, and measured.

The Program Builder suggests companies to visit in a chosen region; each account’s map location opens with one click. A reminder e-mail goes to the person the day before a visit, and visits that did not happen raise an alert.

After a visit, a satisfaction survey is e-mailed to the customer. Reports show per-person performance, the weekly trend, completion breakdown, and the most visited companies, all exportable to Excel. A weekly summary arrives by e-mail, and external staff can be invited into the system. A separate WhatsApp and e-mail marketing system also runs inside the same CRM; it has its own page.