A rep opens the phone in the morning and the day's visits are there, in order. At the customer's door they start the visit, enter the order on the same screen, and mark the outcome on the way out. Before noon the sales manager opens the map and sees which visits have started, which have finished and how many each person has made. Nobody has to phone around in the evening to ask where everyone went.
You define the route once. The daily plan comes out of it on its own.
Who is it for?
Sales reps who visit customers, and the distribution and field sales teams around them. Reps run the day on mobile. Sales managers follow visits on the web through the map and the daily board, and check coverage in the reports.
How it works
It starts with the route definition: which rep calls on which customers on which days. You add customers in bulk and set the visit order. The system builds the daily plan from that definition. It respects the holiday calendar and reflects handover and deputy assignments in the plan.
The rep's screen is "My day". The day's visits sit in a list and on a map, and the "My route" weekly view shows the days ahead. On arrival the rep starts the visit with their current location, and ends it with location when the work is done. If they are away from the planned address, they enter the reason, and that shows up in the reports as a deviation. A visit is closed with a result code. If the customer is closed you skip or postpone it. If the rep stopped by someone who is not on the plan, they open an unplanned visit, and can attach photos from the camera.
The real point of a visit is the order. From the same visit the rep raises an order, dispatch note, invoice and collection. The document is linked to the visit, and on web a "From visit" badge appears beside it. So the question "did this visit turn into a sale?" is answered in the record, and nobody has to rely on memory. The documents follow the same layout as Sales Management, and if a campaign is defined, sales campaigns apply to the document by themselves.
What does the manager see?
On web, the visit map and the daily tracking board show the team's day. Visits also appear on the customer card and in the CRM timeline, so whoever calls a customer can see when the last visit was and how it ended.
Five reports are ready: planned versus actual visits, visit-to-sale conversion, customer coverage, location deviation and result distribution. Which customer has not been visited for weeks, and how many of each rep's visits turned into sales, can be read from these.
Location and KVKK
Location is captured only at the moment you start and end a visit. There is no continuous tracking. The user is shown a privacy notice and the acknowledgement is recorded, a retention period can be set for location data, and location data (EXIF) is stripped from photos. Compliance responsibility and legal assessment stay with your company.
Benefits
A rep does not piece the route together from paper or WhatsApp messages. The plan is ready when the day opens.
Because a visit starts with location and closes with a result code, "was the visit made, did it turn into a sale?" is answered in a report.
The order is entered next to the customer. No orders get retyped in the office in the evening.
The manager follows the team's day on the map without calling anyone.
Limits and license
Visit actions on mobile need an internet connection and do not work offline. The feature is enabled as a visit/route company feature on top of the Sales license, and permissions decide who sees what.
Frequently asked
Does it track location continuously? No. Location is captured only when a visit starts and ends.
What if I stop by a customer who is not on the plan? Open an unplanned visit; the order and collection are still linked to it.
Which documents can be raised from a visit? Order, dispatch note, invoice and collection.
Where do photos come from? The mobile camera.
Next step
Run a small pilot with one rep and one week of routes, then look at the planned versus actual report at the end of the week. Start with Try Free. For the document side see Sales Management, and to carry discount rules into the field see sales campaigns.