Best For

Direct store delivery, merchandising, retail execution, audit and inspection, trade promotion, field service, home care companies.

Product Details

VisitBasis is an App that helps track and manage field teams in real time. It allows you to ensure that every visit is fulfilled to the high standards and quality that you require, leveraging the latest Cloud and GPS technologies on tablets and smartphones and putting them to work for you. Automate scheduling and monitor your mobile staff geolocation and activities in real time. Increase appointment effectiveness by assigning personalized tasks. Request visit outcome data with c

Contact Details

VisitBasis Tech

http://www.visitbasis.com

Founded in 2013

Located in United States

Starting Price

  • $0.20/month/user

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

VisitBasis Features

Billing & Invoicing
Contact Database
Contract Management
Dispatching
Electronic Signature
Inventory Management
Mobile Access
Online Time Clock
Payment Collection in the Field
Quotes/Estimates
Routing
Scheduling
Service History Tracking
Work Order Management
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

VisitBasis Reviews

Overall
5/5
Ease of Use
4.5/5
Customer Service
4.5/5

Showing Most Helpful

Showing 3 of 3 reviews

Showing Most Helpful

Showing 3 of 3 reviews

Sort by:

Filter By:

Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Aleksey S.
Retail, Unspecified
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
February 25, 2015

“Covers all features for my merchandising process, friendly interface ”

ProsIt covers all features for my merchandising process and has a friendly interface.
ConsVisitBasis solution covered all the features I needed for my merchandising company. Also, support was excellent. I had a demo, and the VisitBasis team has helped me to load all my data on a same day. Our reps were pleased with the easy to use mobile interface, which is very impressive, compared to other companies. The VisitBasis App works on all our rep's devices, so we did not have to buy any devices for the reps. Also VisitBasis gave me the way to show all my data in custom reports, which is amazingly helpful.
Recommendations to other buyersYou can start using VisitBasis on a same day, and pay only for the actual visits, with no license fees. Also, custom reports are great, buy it for sure. All the merchandising needs will be covered.
Source: SoftwareAdvice
February 25, 2015
Michael P.
Wholesale, Unspecified
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4.5/5
Customer Service
4.5/5
Features
5/5
Likelihood to Recommend
10/10
Source: SoftwareAdvice
February 27, 2015

“Very good merchandising software. Best price.”

ProsI like the price of VisitBasis - no licenses fees. My staff is rotating, so it is important. Also, I pay only for work, which is already done. No price to take my data, and reports are free, which is great too. I could not find any other planning solution.
ConsAll is good. If you have any problems, they have chart support.
Recommendations to other buyersTry it for yourself. It is an open system with a lot of video documentation. It's so easy to start. Also, try their in-bulk scheduling. There is no other software that offers that. Also, VisitBasis have nice photo reports.
Source: SoftwareAdvice
February 27, 2015
Anna N.
Deputy Director for Economics and Finance
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Source: Capterra
February 11, 2015

“NIce App for retail visits.”

OverallAll tasks can be performed using a cell phone or tablet even when offline. No more paper work. simple intuitive interface, easy to use. Real-tome monitoring and instant reports provided.
Source: Capterra
February 11, 2015