Site visit stages
Site visit scheduled and Site visit done with sub-statuses — Interested, Needs follow-up, Rescheduled.
Sales Solution
Field visits that update HQ in real time
Reps log site visits, notes and stage changes on the move — managers see pipeline movement without end-of-day roundups.
Site visits
Mobile updates
Field stages
HQ visibility
Same CRM
The challenge
What happens on site never reaches the office
Paper visit logs and late WhatsApp updates leave pipeline stale until tomorrow.
Visit outcomes delayed
Interested / not interested stays in a notebook until the rep is back at a desk.
Handoff without context
Call center booked the visit, but field can’t see prior Call and WhatsApp notes.
Managers fly blind
HQ guesses who completed visits and which deals moved — then runs status calls.
Capabilities
Sales outside the office, still on one pipeline
Site visit stages, mobile updates and manager oversight on the same CRM as digital and call teams.
Mobile field updates
Log visit notes, stage changes and next tasks from the phone before leaving the customer.
HQ visibility
Managers see visit outcomes and pipeline movement instantly — no end-of-day data entry.
Data flow
Field and HQ on a bidirectional sync
Inside sales qualifies; field closes visits; both share lead, stage and timeline.
Digital / call ↔ field
HQ / inside sales
Qualify lead
Book site visit
Share call history
Track overdue tasks
↔
↕
Shared lead record
- • Owner & project
- • Stage & sub-status
- • Call / WhatsApp timeline
- • Visit notes & tasks
- • Deal when Token / Booking
↔
↕
Field / remote
Run site visit
Update stage on site
Log interest / objections
Trigger next follow-up
Visit stage path
1
Scheduled
Visit booked
2
On site
Notes live
3
Visit done
Sub-status set
4
Next step
Negotiate / follow up
5
HQ sees
Funnel updates
1
Scheduled
Visit booked
2
On site
Notes live
3
Visit done
Sub-status set
4
Next step
Negotiate / follow up
5
HQ sees
Funnel updates
Field workflow
A typical day for a remote sales rep
Morning queue through evening sync — without a separate field app.
Morning queue
Review assigned leads and Site visit scheduled for the day — with call history already attached.
On-site
Log visit outcome, objections and next steps from phone; move to Site visit done.
Negotiation path
Hot interest advances toward Negotiation / Token; automation can create follow-up tasks.
HQ sync
Managers see stage movement and overdue follow-ups live — no roundup call required.
Connected
Field plus inside sales
Remote reps share the same CRM as call center and digital teams.
Call center CRM
Inside sales qualifies before field handoff.
Read moreLead distribution
Route by project and territory to field pods.
Read moreSales management
Pipeline stages include site visit states.
Read moreSales automation
Post-visit follow-up tasks auto-created.
Read moreSales tracking
Visit conversion visible in the funnel.
Read moreSales CRM product
See remote sales in the full platform.
Read moreSee remote sales in action
Book a demo to walk through site visit stages, mobile updates and manager visibility.