CRM Business Travels: the new Visit Planner for Agents

CRM Business Travels: the new Visit Planner for Agents

Order Sender launches a new feature that changes the way commercial activities are managed: the CRM Business Travels module, Visit Planner, designed to make organising visits smarter, faster, and more productive.

Visit Planner Order Sender supports agents in scheduling appointments, monitoring customers, and analysing performance.

You have everything under control at a glance: information, appointments, routes, reports, statistics, etc.

Free Webinar on Visit Planner

Sign up for the free webinar on the new Order Sender Visit Planner!

We look forward to seeing you on Tuesday, October 28 at 5:00 p.m.

CRM Order Sender Visit Planner

One dashboard: everything under control

With Business Travels, you have everything under control with a single interface:

  • Appointments already made or scheduled
  • Location of customers and prospects on a map
  • Statistics updated in real time
  • Complete reports on activities

A CRM that simplifies daily management and reduces downtime and errors, offering an immediate overview of the entire sales cycle.

Appointment Planning: New

  • Synchronized digital agenda: create and consult appointments from any device
  • Easy management: clear distinction between future and completed appointments with color codes
  • Flexible types: choose between visits, calls, emails, or multiple activities such as orders, quotes, and payments
  • Data autocomplete: quickly search for existing customers or new contacts

Appointment Schedule: New

Always monitor your activities:

  • Expired appointments
  • Upcoming commitments
  • Latest completed visits

A single dashboard that helps you never miss a sales opportunity.

Statistics and Analysis: New

Business Travels integrates advanced reporting tools with clear graphs and customizable data:

  • Number of monthly appointments
  • Performance by area, customer, activity
  • Sales trends 

You can filter information by period, category, or geographical area, obtaining valuable information to optimize your strategy.

Customer and Prospect Map

The integrated interactive map allows you to:

  • Instantly view customers and prospects nearby
  • Filter by area, type, and category
  • Plan optimized routes
  • Organize faster and more effective visits

Complete Visit Report

At the end of each visit, you can create a detailed report with:

  • Outcome of the visit (via survey)
  • Notes and objectives for the future
  • Contact details always available
  • Follow-up planned

All data is stored and made available to enhance commercial strategies.

Prospect Management and New Customer File

With the new module, you can also manage prospects with dedicated personal data. The Customer File has been improved and now includes quick access to: calls, directions, emails, SMS, and WhatsApp.

New search filters by area and category are also available, making sales network organization even easier.

Free Trial of Visit Planner

With Order Sender’s CRM Business Travels, the visit planner become digital, organized, and efficient. Plan better, increase productivity, and take sales to the next level.

Sign up for the free webinar on the new Order Sender Visit Planner!

We look forward to seeing you on Tuesday, November 18, at 5 p.m.

Activate your free 15-day trial now!

23/10/2025