VisitPLUS Visit Planning in the CRM
Field sales routes can be planned directly in your Dynamics 365 CE, and customer visits are fully documented. Visit reports, tasks, appointments, and next steps always remain centrally visible in the CRM.
VisitPLUS in everyday CRM use
Plan Routes
with Precision
Routes are planned by due date, visit frequency, or your own custom criteria. Suggestions for upcoming visits are generated directly from your CRM data.
Document Visits on the Go
Visit reports can be captured on the go using a tablet or smartphone and are saved directly to the customer record.
Manage Follow-up
Tasks
Create tasks and appointments directly from visit reports. Outlook synchronization and optional route planning provide additional support for your field sales team.
Want to try VisitPLUS?
The add-on is available to you free of charge for 3 months. We’re happy to discuss with you how your field sales team can structure routes, visits, and follow-up tasks in the CRM.