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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 lot of time. The magic word for this is: automation for sales! GEDYS IntraWare CRM automatically generates a list of visit suggestions for you and determines the optimal visit sequence. 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 for customer visits: One of your customers wants to be visited regularly? Simply enter the visiting rhythm in the company. Our cloud CRM solution checks for you how long ago the last visit was and provides you with an up-to-date list of all customers to visit again at any time.

Please click on the image to enlarge.

Route planning in CRM app in release 8.11 from GEDYS-IntraWare
Route planning in CRM app in release 8.11 from GEDYS-IntraWare

Automated route planning

Based on the visit suggestion list or any addresses, the CRM app determines the optimal sequence of visit appointments for you and provides you with all route information.

Create visit reports:
simple and 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 take precautions: Once created with your own selection fields, use the visit report for customer visits by sales or service, for example.

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!

Create a visit report with the CRM app on an iPhone
Create a visit report with the CRM app on an iPhone