Track and update your daily customer visits, ensuring seamless reporting and improved sales insights.
ONLY FOR RICHMARK HOLDING EMPLOYEES
Optimize Your Sales Journey
Record every interaction, analyze trends, and enhance customer engagement with real-time data entry.
📌 1. Customer Visit Log Keep a detailed record of each client visit, including meeting outcomes, follow-up actions, and feedback. This helps in maintaining strong relationships and improving service quality.
📌 2. Sales Progress Tracking Monitor your daily, weekly, and monthly sales performance. Gain insights into customer engagement levels and strategize for better conversions.
3. Future Action Plans Plan your next steps efficiently. Set reminders for follow-ups, schedule appointments, and prioritize potential leads to maximize your sales success.