Routes, visits and CRM

Customer visits and follow-up

Can I schedule customer visits?

Yes. With the CRM add-on you schedule visits with a date, reason and rep, and you see who was visited, who wasn’t and what came out of each visit. The rep checks in, and a visit can be skipped or, in the app, moved to another day.

Where it works
On the web and in the app
What you need
With the CRM add-on
A rep’s stops in order with visit status and the route map
CRM screenshot with sample data.

Other ways to ask

  • Do I know who each rep visited?
  • Does it record the rep’s arrival at the store?

Related topics

See all frequently asked questions →

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