Client Visit Management

Business Client Visits

Product Category: Business Tools
Investment Range: On Request
Product Code : SGTC215
Business Sector: All industries

Schedule a Meeting

The Client Visit Management system serves as a centralized platform for organizing and tracking client visits by representatives or account managers. It enables businesses to maintain a comprehensive history of client interactions, ensuring regular contact and effective relationship management. By incorporating these features, the Client Visit Module enables businesses to proactively manage client relationships, optimize visit scheduling, and enhance the overall client experience through regular, meaningful interactions.

Product Highlights

Update Sales visit frequency required for each client
Update real-time sales visit details like meeting outcome, meeting attendees, etc.
Easy to track clients with delays in visits
Easy to track upcoming sales visits
Update client google map location
Auto email notifications

SGs Experience

This Product is under evaluation.

Commercial Model: 
No one-time setup Fee
monthly subscription Fee

Terms & Conditions

Indicative pricing or investment range is mentioned.
Supplier terms and conditions will be applicable. 
It's only a high-level overview. 
 

Schedule a Meeting