Pilot
14–30 days · 5–10 reps
Freefor the length of the pilot
- Up to 500 stops
- Base import
- Starter visit template
- Onboarding call
- Pilot review after 7–10 days
Recruiting teams
for a free pilot
for a free pilot
Route, visit, report.One process.
Routes, visits, tasks and AI-processed reports for sales and service teams of 5 or more reps. The pilot launches in 2–3 days.
We reply within a day · no commitment
8 visits
6 done · 2 planned
Monthly plan
124 / 180 visits
Report generated
Arouteinonefile,reportsinamessenger,andtasksintherep'shead?Vizitumbringsitallintooneprocess.
Route
The whole working day on the phone.
The plan, the route and every stop in one system: reps work from the phone, managers from the computer.
- 01
The day's route
The rep sees the stops in driving order and the tasks at each one. The day is planned ahead, so there is no deciding on the move where to go next.
- 02
Week and month plan
Visits are laid out ahead for a week or a month. The route is easy to rebuild when something changes.
- 03
Tasks by stop
Tasks are tied to specific stops and have a due date: today, this week or overdue. The rep sees what to do first, and where.
- 04
The visit report
After the visit the rep records the outcome: what is on the shelf, what is missing, a note. It can be dictated, and photos can be added. The report goes straight into the stop's history, and the manager sees it without calls or messengers.
- 01
The day's route
The rep sees the stops in driving order and the tasks at each one. The day is planned ahead, so there is no deciding on the move where to go next.
- 02
Week and month plan
Visits are laid out ahead for a week or a month. The route is easy to rebuild when something changes.
- 03
Tasks by stop
Tasks are tied to specific stops and have a due date: today, this week or overdue. The rep sees what to do first, and where.
- 04
The visit report
After the visit the rep records the outcome: what is on the shelf, what is missing, a note. It can be dictated, and photos can be added. The report goes straight into the stop's history, and the manager sees it without calls or messengers.
Voice report
Instead of a form, 30 seconds of speech.
The rep dictates the visit summary in their own words. AI sorts it into the report fields: tasks, assortment, a note. The rep checks the draft, adds photos and saves.
Stop history
Every visit in one place.
A stop's history holds every visit with its report: tasks, assortment, problems, notes and photos. The next rep sees what happened before them.
Value by role
Everyone sees their own.
For reps
Visits are planned ahead. Open the route, make the visit, dictate the summary, and the report is ready. The history of every stop is always at hand.
For managers
Plan the team's visits for a week and a month, set tasks by stop, and get reports with photos, product availability and the potential of each stop.
For owners / commercial directors
The field team moves from Excel and messengers into a single visit plan, and what you know about your customers stays in the company.
124 / 180visits against the monthly plan
Start · in 2–3 days
From request to the first route.
What we will need from you:
- A list of stops with addresses
- 5–10 reps
- One manager
- A product list
- Territories
- A sample report
- Success criteria
- 01
You send the base
Stops, customers or sites in Excel or CSV, and a list of 5–10 reps with their manager.
- 02
We set up the workspace
We create the workspace, pick a visit template for your segment, import the base and hold an onboarding call.
- 03
The team hits the route
First results after 7–10 days, at a pilot review against your success criteria. The pilot runs 14–30 days.
Packages
Start with a pilot. Grow with the team.
The pilot is free. After that you pay per rep per month.
Team
5–30 reps
from €10per rep per month
- Full base of stops
- Unlimited visits
- AI summaries
- Up to 3 managers
- Filters by region, rep and date; export
- Visit statistics and reports with photos
Business
30+ reps or several regions
from €12per rep per month
- Everything in Team, with any number of managers
- Managers with their own regions
- Dashboard by region
- Owner view across all regions
- Custom fields, migration help and dedicated database — on request
FAQ
Doubts before the pilot.
We already have a CRM
The question is not the CRM but whether it covers the field scenario: route, visit, stop, tasks, visit statistics. If not, Vizitum becomes a light field layer on top of what you have, or a pilot for one team.
Reps won't use it
That is why the report form is simple, or a visit is closed with a 30-second voice note. In the pilot we measure adoption and remove unnecessary fields.
AI will make mistakes in reports
It will. That is why AI prepares a draft, not the final report: the rep checks and edits it before saving. Manual confirmation of a report is always available.
There is no internet at the stop
The visit and report are saved on the phone. As soon as there is a connection, Vizitum uploads everything to the server by itself.
InviteVizitumto your team
Three fields, a call within a day, a pilot in 2–3 days. If the form does not work, write to us directly: support@vizitum.com