Site visit and demo scheduling for teams that sell face to face
Many sales are decided in person: at the site, in the demo class, at the clinic, across the office table. CRM Bundals lets a caller book that visit from the lead’s page, reminds the caller before it, and does not let a no-show disappear.
From the call to the visit
Booked where the lead is.
- On the lead’s page, press Book a visit.
- Pick what kind it is, the date and time, and where: a room, a branch, a site address.
- The visit shows in the lead’s history beside the calls and payments.
A reminder, two hours before.
- A reminder follow-up is made for the caller two hours before the visit.
- The caller rings the lead and confirms.
- It sits in the same follow-up list as every other call of the day.
Came, did not come, or cancelled.
- After the time, mark the visit with one button.
- Did not come makes a follow-up for the next morning.
- Visits whose time has passed and nobody marked are counted in red.
Your trade’s own visits
The kinds of visit come from your starter pack and can be changed in Settings.
Manufacturers and traders
Said plainly
- Books a visit from the lead’s page with a kind, a time and a place.
- Makes a reminder follow-up for the caller two hours before.
- Marks each visit Came, Did not come or Cancelled, with a note.
- Makes the next morning’s follow-up when a lead does not come.
- Shows today’s visits, the coming ones, and how many came this month.
- It is not a calendar. It does not connect to Google Calendar or any other calendar.
- It does not send a reminder message to the lead. The caller calls.
- No online booking page where leads pick their own slot.
- No map, no route and no tracking of field staff.
- It does not stop two visits at the same time. It lists them. People decide.
A visit here is a small thing on purpose: one line on the lead with a time, a place and a result. What it adds is the two follow-ups around it, the reminder before and the call after a no-show. The visits lesson walks through the screens.
Asked about visits
We call them site visits, not demo classes. Is that a setting?
Yes. Kinds of visit is a plain list in Settings. The real estate pack starts with Site visit and Office meeting. The coaching pack starts with Demo class and Campus visit.
Can the person who does the visit be different from the caller?
A visit is shown with the lead’s caller. A manager sees every visit, and anyone with the Visits app who can open the lead can mark it.
How do we know how many visits turn up?
The Visits app shows Came this month as a share of the visits that were marked, with the two counts beside it.
Does the lead’s stage change after a visit?
Not by itself. Log a call after the visit and pick the stage, for example Site visit done in the real estate pack.