Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Leaders at numerous home care, hospice, and community care agencies utilize CellTrak VisitManager for their aides and volunteers, ensuring a dependable solution that handles over a million care visits each week. The VisitManager app offers a comprehensive and adaptable solution designed for the needs of caregivers. Field workers receive real-time updates on client information, schedules, and personalized service plans, allowing them to efficiently document their services right at the point of care. They appreciate the convenience of automated time and mileage tracking, as well as the streamlined paperwork process, alongside enhanced communication and location awareness features on their mobile devices. Meanwhile, office personnel benefit from unprecedented visibility into field operations through real-time alerts and the ability to track caregiver locations in relation to clients. This leads to significant time savings, decreased frustrations, and a substantial reduction in paperwork, ultimately enhancing the overall quality of care provided. Additionally, the integration of this technology fosters better coordination between caregivers and administrative staff, further improving service delivery.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Excel
No
Pricing Details
$15 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
VisitBasis
Founded
2013
Country
United States
Website
www.visiteye.com
Vendor Details
Company Name
CellTrak Technologies
Website
www.celltrak.com/hubfs/Website_Files/ResourcesPdfs/VM_2016.pdf
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
Home Health Care
Billing & Invoicing
No
Charting
No
Electronic Signature
No
Employee Tracking
No
Medication Database
Yes
Patient Intake
Yes
Scheduling
Yes
Time / Task Reporting
Yes