Client Visit
Report Application
Digitize your sales visits. Meeting reports, client needs, opportunities, actions - PDF export for your CRM.
Free 7-Day TrialReport Contents
Client Information
Contact details, contacts, role, relationship history.
Visit Objective
Meeting purpose, context, preparation, topics to cover.
Discussions
Points discussed, expressed needs, objections, feedback.
Opportunities
Identified projects, budget, timeline, decision.
Actions
Actions to take, responsible parties, deadlines, follow-up.
Qualification
Interest level, probability, estimated amount.
Features
Sales Template
Structured report for optimal follow-up.
Site Photos
Photograph premises, equipment, projects.
CRM Export
Format compatible with major CRMs.
Offline Mode
Enter data during the meeting without a connection.
Automatic Sending
Send to manager and sales team.
PDF Report
Professional document for client file.
Frequently Asked Questions
What essential information should a client visit report contain?+
Date and location of the visit, participants (names and roles), purpose of the visit, summary of discussions (needs expressed, questions raised, objections), decisions made, actions to take (with responsible party and deadline), next commercial step. The report should be factual and sent within 24-48 hours. In CRM systems (Salesforce, HubSpot), it is linked to the commercial opportunity to ensure follow-up continuity.
How to structure an effective client visit?+
Preparation: review client history (CRM), set a specific objective, prepare documents (quotes, presentation, references). Execution: welcome/introduction (5 min), needs discovery/listening (15-20 min), presentation of tailored solution (15-20 min), handling objections, negotiation, conclusion (next steps). Follow-up: report sent within 48h, actions planned in CRM, scheduled follow-up.
What is the legal value of a visit report?+
A report signed by both parties can constitute evidence in writing. It can serve as a basis in case of commercial dispute. Documented commitments (prices, deadlines, specifications) are enforceable if both parties were aware of them. In B2B, General Terms of Sale and purchase orders prevail, but the visit report provides supporting context.
How to handle confidential information in a visit report?+
If sensitive information is exchanged: verify that an NDA (Non-Disclosure Agreement) is in place, mark the document as confidential, limit distribution to authorized persons, do not include unnecessary personal data (GDPR), store the document securely (CRM with access rights). In case of partnership: the report may reference applicable confidentiality clauses.
How often should you visit your clients?+
Depends on the client's value and potential. Common method: ABC segmentation. A clients (80% of revenue): monthly or bi-monthly visit. B clients (15% of revenue): quarterly. C clients (5% of revenue): semi-annual or annual, supplemented by phone/email contacts. In B2B, the average cost of a field sales visit is estimated between 150 and 300 euros (travel + sales time). The ROI of each visit should be evaluated.