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Call Report

The call report module allows the user to log, track and follow-up on customer or
supplier visits and allows for actions to be raised, assigned and tracked effectively from
within one system. All items requiring a person’s attention appear on their “My Items”
requiring attention list and they will also receive email notifications.

Keep track

Log all your encounters with customers, keeping track of when customers were visited and the overall outcome of the visit

Attachments

Keep all relevant documents associated to the customer visit in one place – for example quotes and delivery notes

Products

Include relevant products individually and the associated notes that were part of the discussion on the particular visit

Objectives

Record the visit’s objectives and whether they were achieved or not

Action it

Create actions to responsible users that can attend to any disputes or appraisals

And much more...

Add contact details for everyone in the meeting
Include an overall report
Summarise your visit
Print the report