Visit Trail
SmallCRM · Field rep, sales manager
Visit planning and shelf tracking for field sales teams.
Built in this build
- Daily visit route
- Visit notes and photos
- Quick order capture
- Customer and territory list
- Visit reports
- Settings
- Shelf availability note from photo
- Follow-up task from visit summary
- Simple visit coverage summary
Vision (needs external services)
- Alert for long-unvisited customers
- Map link
- Email report
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Daily visit route
- Visit notes and photos
- Quick order capture
Admin modules
- Customer and territory list
- Visit reports
- Settings
AI capabilities
- Shelf availability note from photo
- Follow-up task from visit summary
Automations
- Alert for long-unvisited customers
Analytics & reports
- Simple visit coverage summary
Integrations
- Map link
- Email report
Mobile
- Mobile visit logging in the field
Roles & permissions
- Manager
- Field rep
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