Track Every Field Visit — Assign, Record & Follow Up with Ease
Manual visit tracking via calls, chats, or spreadsheets often leads to missed follow-ups and unorganized efforts. With a structured system, your sales and service teams can manage every field interaction reliably, creating real opportunities from every face-to-face meeting.
Avoid miscommunication or forgotten visits
Create a centralized record of customer interactions
Ensure timely follow-ups and better service continuity
Built for practical sales operations, our solution removes the tech complexity and focuses on accountability and clarity.
Visit assignment & scheduling from within LMS
Manual updates of meeting notes and visit outcomes
Status tagging: Visited, Not Home, Follow-up Needed, Closed
Manager & backend team visibility for action tracking
Give your ground teams the structure they need, and your backend team the visibility they deserve.
Plan and track field visits with clarity
Save time with standardized reporting formats
Improve conversion rates with timely follow-ups
Strengthen client relationships through consistent outreach
Any business that sends team members to meet clients can benefit from this simple yet powerful tracking system:
Real estate agents & brokers
Medical & pharma field reps
EdTech or education counsellors
Service-based businesses doing onsite support
Whether it’s new client acquisition, follow-up, or service renewals, this tool adapts to your team’s workflow:
Upselling products or services during check-ins
Capturing client feedback during post-delivery visits Tracking recurring service calls or maintenance checks
↻ Handling unresolved queries through follow-up visits
This system runs inside your LMS. No need for additional apps or GPS tools. Everything stays where your data already lives.
Each visit is linked to existing customer profiles
No separate learning curve or IT setup required
Works out of the box with your sales workflow
Our process is lean and easy to adopt. Here’s how it works:
Admin assigns a customer visit to a sales rep
Rep visits and interacts with the customer Rep manually records what happened in the LMS
Backend team views status and takes follow-up actions Complete visit history is retained for future planning
Unlike systems that rely on expensive GPS tracking or apps, we focus on outcomes and ease-of-use.
Designed for real-world sales and service workflows
Ready to deploy instantly — no integration headache
Full transparency across team without surveillance
Clean, practical, and purpose-built for field coordination
Start turning customer visits into real business outcomes. No extra apps, no GPS — just a clean and accountable workflow built into your LMS.