CRM and Tour Visits

Tour Customer Visits on Tablet

Manage the Customer Visit Tour from Tablet.

Schedule appointments, find customers on the map and create reports at the end of the visit.
A Mobile CRM that allows the sales network to organize and synchronize all visits and information, manage appointments with specific audits, geolocate customers and create reports.

The OS Enterprise Visit Tour also offers the possibility of managing prospects, it can be integrated with Wearable devices, with messaging systems and other software diaries.

Tour Agent Visits

Thanks to the Visitor Tour of the OS Enterprise Agent Software, your Sales Network is able to:

• Plan all appointments from Tablet, in just a few clicks
• Geolocate customers on the interactive map (position, distances and movements in real time)
• Manage appointments with specific audits
• Organize and synchronize visits
• Manage prospects
• Create Report at the end of the visit

CRM App

Associate a visit frequency to each customer. Check the last appointment established by the sales agent, when it dates back to, if it has been respected, what is the next scheduled visit.

Report at the end of the visit

The agent has the possibility to create Reports at the end of the visit with objectives, notes, results, to be sent directly to the company.
You will get immediate feedback on the visit.

Appointments can be viewed on the Tablet calendar. Can be integrated with Wearable devices and messaging systems.