Capture the visit while you're there.
Check in on arrival, jot the outcome, attach a photo or proof, and complete. The report flows back to the office instantly, updates the client's history and advances the cadence — no evening admin.
What Visit Reports & Check-in gives you
Geofenced check-in
Arrival is detected with a GPS-accuracy gate, with a manual fallback.
Notes & proof
Attach outcome notes and photos to the visit.
Writes back
Outcomes land in the CRM timeline as visit reports automatically.
Advances cadence
Completing a visit stamps last-visited and recomputes next-due.
Up and running in three steps
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1
Arrive & check in
Geofence confirms you're on site.
-
2
Record the outcome
Notes, tasks and proof.
-
3
Complete
It syncs back and updates the book.
Visit Reports & Check-in, answered
A manual check-in fallback is always available when the geofence can't confirm a position.
Yes — they queue locally and sync the moment you reconnect.
Related features
One plan unlocks every feature
Every plan is billed yearly. Start with a 14-day free trial — no credit card required.
Solo
For the independent field rep planning their own week.
per user · billed yearly
Start free- Cadence engine — auto visit selection
- Multi-day route optimization
- One-tap "Plan my week"
- Colour-coded client map & CRM
- Calendar, iCal sync & tour digests
- Offline-first field app (PWA)
- CSV / XLSX import with geocoding
- 14-day free trial · no credit card
Team
For sales teams with managers, territories and rollups.
€9.99 per extra user · billed yearly
Start free- Everything in Solo, for every rep
- Sales teams & manager rollups
- Territories + territory optimization
- Team calendar & live GPS (consent-gated)
- Arrival notifications & email rules
- Reassign a rep's book / coverage
- Custom roles (lite) & visibility controls
- Transparent per-seat — scales as you grow
Custom
For enterprises that need their own integrations and controls.
tailored to your organisation
Talk to sales- Everything in Team, at scale
- Custom integrations & private API limits
- SSO (SAML/OIDC) & SCIM provisioning
- Full custom-role matrix
- Audit-log export & data residency (EU)
- Dedicated success manager & SLA
- Onboarding, data migration & training
- Custom DPA / Auftragsverarbeitung
Prices shown are per month, billed annually, in EUR (excl. VAT). Need something custom? Talk to our team →
Ready to plan smarter?
Explore Visit Reports & Check-in and the rest of SalesFleet in a live, read-only enterprise workspace.