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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Effortless field documentation is now a reality, organized into practical insights. VoiceLine simplifies field sales intelligence, enabling you to utilize your voice to capture any field interaction in just moments. Harness the power of AI to facilitate data-driven decisions for your sales team. With VoiceLine, you can effortlessly record any field engagement by simply tapping and speaking, allowing our AI to identify and extract essential data points. The process of creating a VoiceLine is seven times quicker than traditional typing and is designed for use while you're on the go. You can document any thought or observation that arises during your fieldwork, and VoiceLine will seamlessly integrate it into your CRM system. Using your voice, you can record details hands-free; VoiceLine allows for quick recordings with just a single click. Turn your commuting time into a productive opportunity by using your voice in the car or any other location. Ensure that every interaction in the field leads to actionable outcomes, as our AI effectively organizes and extracts vital business information from the VoiceLines you record. Additionally, Smart Reports can be tailored to your needs in just a few clicks, enhancing your workflow even further. This innovative approach to field documentation transforms the way sales teams operate.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 No 
Microsoft Excel Yes 
Pipedrive No 
SAP CRM No 
Salesforce No 
Zoho CRM No 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel No 
Pipedrive Yes 
SAP CRM Yes 
Salesforce Yes 
Zoho CRM Yes 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

VisitBasis

Founded

2013

Country

United States

Website

www.visiteye.com

Vendor Details

Company Name

VoiceLine

Country

United States

Website

getvoiceline.com

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

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