CRM Visit Planner Business Travels

CRM Visit Planner Business Travels

Order Sender has revamped the Sales Visits section with the new CRM Business Travels module: a tool designed to simplify and optimize the management of sales visits.

With a comprehensive and intuitive dashboard, scheduling appointments, monitoring activities, and improving sales performance has never been easier.

One dashboard, everything under control

With CRM Business Travels, you have full control over your sales visits: appointments, geolocation, statistics, reports, and much more, all in a single interface. CRM gives you an immediate and up-to-date view of your sales activity.

Sales Agent Visits Order Sender

Appointment Planning – NEW

  • Integrated digital agenda: view and schedule appointments with ease, even from your mobile device.
  • Appointment management: manage scheduled or completed appointments, with immediate differentiation thanks to dedicated colors.
  • Appointment types: visit, phone call, email, or multiple activities such as orders, quotes, and collections.
  • Data autocomplete: quick selection of customers and prospects.

All appointments are automatically synchronized with your device’s calendar (Google or iOS), and if the calendar is on the Cloud, you can also find them on all other connected devices.

Appointment Schedule – NEW

View at a glance:

  • Expired appointments
  • Upcoming appointments
  • Latest appointments

Always keep track of your upcoming activities and never miss a sales opportunity.

Real-time statistics – NEW

Get statistics on your activity. Access detailed graphs and customizable data on:

  • Number of monthly appointments
  • Performance by customer, area, activity
  • Analysis of results and sales

Filter by period, area, category, or type of activity: get the information you need to make better decisions.

Customer and Prospect Map

View customers and prospects on the optimized interactive map:

  • Find customers near you right away
  • Filter by area, type, category
  • Optimize routes and timing
  • Organize more productive visits

Complete Visit Report

At the end of each visit, you can create reports on your activity:

  • Fill out a survey on the outcome
  • Add notes and objectives
  • Easily recall addresses and contacts
  • Analyze the visit and plan the next one

Every detail is tracked to help you improve your sales strategy.

Prospect Management and New Customer File

Now you can also manage prospects with dedicated personal details, and the Customer File has been optimized to give you immediate access to: Calls, Directions, Email, SMS, and WhatsApp. Plus, new search filters by Area and Category.

Try it now, free for 15 days!

Simplify your work, improve productivity, and take your sales to the next level.

With Order Sender’s Business Travels CRM, agent visits become more effective, digital, and always under control.

Activate your 15-day free trial now!

22/10/2025
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