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Tools for your customer visits: Visit Suggestions, Route Planning & Visit Reports

You plan your customer visits. But which customers should be visited and in what order?

Planning customer visits can take a long time. The magic word is: Automation for sales! GEDYS IntraWare CRM automatically generates a list of visit suggestions for you and determines the optimal visit order. And after your visit, you can create the visit report directly with just a few clicks and via voice recognition from your smartphone or tablet.

Visiting proposal list

Automatic reminder of customer visits: Do you want your customer to be visited regularly? Simply enter the visiting rhythm in the company. CRM2Host checks for you how long the last visit is back and provides you with an always up-to-date list of all customers to visit again.

Automated route planning

Based on the visit proposal list or any address, CRM2Host determines the optimal order of visit appointments for you and provides you with all route information.

Route Planning: Visit Proposal List
Route Planning: Visit Proposal List

Whitepaper visit reports via smartphone, small cover with shadow

White paper: Visit report via smartphone

What if you could dictate your thoughts or ideas directly into your mobile phone and the info would be in CRM? Our white paper will soon describe how our CRM app is easy to do.

CRM App: CRM with route planning

Create visit reports – easy & mobile

Often, the preparation of visiting reports is an unpopular activity. Nobody likes to write long texts and remembers the details for a long time after the customer visit. With the CRM app you prevent: Once created with your own selection fields, use the visit report, for example, for customer visits by sales or service.

With just a few clicks, the results are documented, even from a smartphone or tablet on the go. You can record special details with the speech recognition of your smartphone and have them stored in the visit report. This is how modern work works!

CRM App - goMobile Pro: Mobil Arbeiten – online wie offline

Try mobile CRM app for free

1. Simply download from the App Store
2. Test with provided demo data

Download from the App Store
Download from the App Store
Logo des Google Play Store
Download the CRM app on Google Play