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Description
Field activity management software is essential for companies employing outside sales representatives, merchandisers, or retail auditors. This innovative solution allows businesses to monitor customer visits made by their field reps through a smartphone app. Users can view the GPS locations of their representatives and keep track of the time they check in at various sites. By planning and optimizing customer routes, companies can save valuable time and resources. Additionally, the software enables users to log their mileage and manage business expenses efficiently. Representatives can also take photos and jot down notes during their visits to enhance communication and record-keeping. This functionality significantly reduces the need for off-hours reporting, as managers can easily track when field sales reps check in at each location. The system also facilitates the collection of timesheet data, ensuring accurate documentation of business expenses and mileage. With GPS validation, businesses can confirm their reps' movements and access detailed photo reports and visit notes. This user-friendly browser application requires no installation on computers, making it accessible for everyone. Navigating customer rounds can often be complex for both field representatives and their supervisors, and frequent visits to multiple locations can diminish profits due to fuel costs and time spent, as well as lost opportunities for sales. By utilizing this software, organizations can streamline their operations and maximize their field teams' effectiveness.
Description
Leaders at numerous home care, hospice, and community care agencies utilize CellTrak VisitManager for their aides and volunteers, ensuring a dependable solution that handles over a million care visits each week. The VisitManager app offers a comprehensive and adaptable solution designed for the needs of caregivers. Field workers receive real-time updates on client information, schedules, and personalized service plans, allowing them to efficiently document their services right at the point of care. They appreciate the convenience of automated time and mileage tracking, as well as the streamlined paperwork process, alongside enhanced communication and location awareness features on their mobile devices. Meanwhile, office personnel benefit from unprecedented visibility into field operations through real-time alerts and the ability to track caregiver locations in relation to clients. This leads to significant time savings, decreased frustrations, and a substantial reduction in paperwork, ultimately enhancing the overall quality of care provided. Additionally, the integration of this technology fosters better coordination between caregivers and administrative staff, further improving service delivery.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Pricing Details
$15 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
VisitBasis
Founded
2013
Country
United States
Website
www.visiteye.com
Vendor Details
Company Name
CellTrak Technologies
Website
www.celltrak.com/hubfs/Website_Files/ResourcesPdfs/VM_2016.pdf
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Product Features
Home Health Care
Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting