Customer & Visit Management
Customer & Visit Management is a module that helps manage customer information, plan and track customer visits, maintain customer records, and provide a complete view of customer interactions to improve field sales and service efficiency.
Explore Feature
Visit Reason Attachment
Visit Reason Attachment allows salesmen to record reasons when a customer visit does not result in a transaction.
View More →basicCustomer Wallet
Customer Wallet is used to manage advance collections and wallet balances maintained for each customer.
View More →basicCustomer Statement
Customer Statement provides a detailed financial summary of all transactions performed with a customer over a selected period.
View More →basicCustomer Inventory
Customer Inventory allows the business to track stock maintained at customer locations. This feature is useful when goods are placed at customer premises on a consignment or returnable basis.
View More →basicCustomer Location Update
Customer Location Update helps ensure accurate customer location details for route planning and location-based tracking. Customer location can be updated to reflect correct geographic positioning.
View More →basicCustomer Types
Customer Types allow the business to group customers into categories based on business requirements, enabling easier filtering, reporting, and pricing configuration.
View More →basicCustomer Assigning to Route
This feature enables mapping customers to specific routes so that each customer becomes available under the correct salesman route plan.
View More →basicCasual Customer
Casual Customer allows salesmen to create and use temporary customer entries when selling to a customer who is not registered in the customer master.
View More →basicOn-the-Go Customer Addition
Salesmen can create new customers directly from the mobile app during field visits.
View More →advancedCustomer 360 View
Track customer profile, route, pricing, wallet, opening balance, sales history, orders, outstanding, and visits.
View More →advancedCasual Customer Support
Support one-time or casual customers from field sales.
View More →advancedCustomer Revisit Planning
Track revisit customers and support repeat-visit planning.
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