Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Utilize VisitBasis to gather in-store data and transform it into easily digestible, customizable dashboards and reports that facilitate sharing. Tailor forms to meet your specific business requirements and create both simple and product-oriented forms in just moments with VisitBasis. Your field team can deliver up to 16 varieties of data, including photographs, barcode scans, and signatures. Transition all inquiries from paper checklists into efficient VisitBasis smart audit forms with ease. Our user-friendly Form Builder tool simplifies the process of adding questions, incorporates response validation to minimize errors, and offers specialized tools for each question type. Design product-focused forms to conduct planogram compliance checks and merchandising evaluations, linking multiple products and incorporating product images for enhanced convenience, while keeping your product reports organized and accessible. With these features, managing your in-store data becomes not only efficient but also effective in driving business insights.
Description
Stay on course with your objectives by utilizing effective reporting tools. Whether you're reporting individually, in groups, or for an entire company, graphical reporting is easily accessible! Eliminate the need for constant calls and emails. i-linked.net ensures you stay updated on the progress of your deals. With the ability to generate custom quotes and proposals in mere seconds, i-linked.net simplifies the proposal process with its i-quoting module. The platform is consistently current, meaning you never have to worry about downloading or maintaining any systems. i-linked.net empowers PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents, and their teams to operate autonomously. Effortlessly gather and disseminate the necessary data in a familiar, user-friendly interface. Save prospect and client documents securely on an individual basis and easily access them whenever needed. You can also share crucial documents, forms, and other important information seamlessly with your team and partners. With i-linked.net, you can ensure that the right information reaches the right people instantly, enhancing collaboration and efficiency like never before. This platform truly transforms the way you manage your business interactions.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$0.20 per month
Free Trial
Yes
Free Version
No
Pricing Details
$24 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
VisitBasis Tech
Founded
2013
Country
United States
Website
www.visitbasis.com
Vendor Details
Company Name
I-Group
Founded
1998
Country
United States
Website
www.i-linked.net
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Time Clock
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
No
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
No
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes