With the customer visit form you can collect information about the customer, record details of the products your prospects would like to purchase, obtain feedback automatically send pricing sheets and marketing materials, send a summary to the sales and marketing team and schedule your next visit with the customer!
Sales visit report
Sales Order form
Access the online web platform from your laptop/computer to create forms to suit your needs. Use a wide range of options on your form such as photos, geolocation, drawing, signatures, slider etc … We also have the sales visit form on our forms library to help you get started.
Download the Kizeo Forms application from the Play Store or the Apps Store to fill out the forms directly from your smartphone or tablet. Data entry is done in real time with or without access to the Internet. Once the data collection is complete, a report can be generated instantly and automatically sent to multiple recipients. You will no longer need to re-transcribe the information on to your computer.
After filling out your forms from the mobile device, your data is accessible on the Kizeo Forms online platform. Configure custom charts to analyze your Key performance indicators. Your data can be downloaded in many formats (Word, Excel, PDF) and can be integrated to various platforms.
Easily enter customer location information
Fill in contact information directly from your phone contact list
Send marketing materials automatically via email
Fil out forms from remote customer locations without internet
Add digital signatures to your reports
Improve processing time & generate quality reports
You will be able to create your sales visit form that will perfectly meet your needs. Also, the Kizeo team offers you an example of the sales visit report that you will find in the forms library among a large selection of templates designed by us.
Do not worry, no computer knowledge is required! In addition, our tutorials and our support services are here to help!