VisitBasis

VisitBasis

VisitBasis Tech
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About

For sales & service teams, knowing where your customers are is vital to your business. TrackGo lets you & your team create a map of all your customers. Once your customers are mapped, it’s easy to see which ones are close by, and TrackGo will even route you to their location. When you track customers in TrackGo, the data is private to your team. All customer data is securely stored in the cloud, and is always in sync across your team & devices. TrackGo offers iOS, Android, and web applications. For each customer you are not just keeping track of their location. Setup tasks/reminders for yourself, or another team member for specific times. Keep contacts associated with each spot. View an Activity Feed to see exactly who has been there, when they were there, and what they did. Gone are the days of writing down what you did after each customer visit. Notebooks get lost & people forget. Keep track of exactly what happened during your customer visit right when it happens.

About

Collect in-store data with VisitBasis and turn it into informative, fully customizable dashboards and reports that are easy to read and share. Build forms and fully customize them to suit your business needs. Create simple and product-based forms in seconds with VisitBasis. Receive up to 16 different data types from your field team: photo, barcode scan, signature, etc. All questions from paper checklists can be easily converted into VisitBasis smart audit forms. We have developed a simple and intuitive Form Builder tool, which offers a straightforward way of adding questions, features response validation to prevent human errors, and provides extra question-specific instruments for each type of question. Create product-based forms for planogram compliance checks and merchandising audits. Link as many products as you need, add product images for added convenience and keep your product reports in order.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

A tool to simplify mobile retail execution for merchandising and field marketing teams

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$0.20 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

TrackGo
United States
www.trackgo.com

Company Information

VisitBasis Tech
Founded: 2013
United States
www.visitbasis.com

Alternatives

Alternatives

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Pocketbiz

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Sterison SFA

Sterison Technology
Sterison SFA

Sterison SFA

Sterison Technology
PlanoHero

PlanoHero

Datawiz

Categories

Categories

Field Service Management Features

Billing & Invoicing Not Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Not Supported
Inventory Management Supported
Mobile Access Not Supported
Payment Collection in the Field Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Time Clock Supported
Work Order Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Not Supported
Field Sales Management Not Supported
Lead Management Not Supported
Opportunity Management Not Supported
Performance Metrics Not Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Not Supported
Territory Management Not Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Not Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Time Clock Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Not Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Not Supported
Technician Management Supported
Work Order Management Supported

Integrations

No info available.

Integrations

No info available.
Claim TrackGo and update features and information
Claim TrackGo and update features and information
Claim VisitBasis and update features and information
Claim VisitBasis and update features and information