Visits

Plan Visits Effectively, Strengthen Customer Follow-Ups

The Konguru CRM Visit Module enables sales and field teams to easily plan and log all customer interactions. Whether it's a site visit, phone call, product demo, or technical assessment, each visit type is tracked separately for deeper analysis. Thanks to calendar integration, teams can plan collaboratively, past visits are never lost, and future opportunities are never missed. Konguru offers a simple and practical solution for managing complex visit processes.

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Ziyaretler

Flexible Structure That Covers Every Type of Visit

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Visits are no longer just “meeting completed” notes. With Konguru, every visit is tracked by its purpose, method, and details.

  • Define visit types such as sales, discovery, demo, or technical support
  • Instantly access who visited, when, and for what purpose
  • Add post-visit notes, actions, and follow-up tasksi
  • Generate meaningful visit reports and track progress

Calendar-Based Planning & Integration

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Visits can be planned directly via the Konguru Calendar, improving visibility across teams.

  • Plan visits with ease, just like Outlook
  • View visits by week or month
  • Assign tasks and set reminders based on scheduled visits
  • Align agendas between sales and technical teams

Turn Visits into Actionable Data

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Plan your visits and monitor on-site activity in real time. With Konguru, every customer interaction has the potential to convert into a sale.

Smart Maps and Route Planning

Thanks to Google Maps integration, instantly create routes to visit points and manage locations directly on the map.

Feedback & Document Management

Attach notes, comments, and files to every visit record. Team leaders can monitor the process live and provide instant feedback.