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Field Visit Management System to Improve Efficiency & Performance

Visit-Management
  • Create and Allocate Visit Plans
  • Track Visits in Real Time
  • Manage Recurring Visits
  • Ensure Compliance
  • Record Customer Interactions
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Visit-Management

How Visit Management System Works

Create-and-Allocate-Beat-Plans

Create and Allocate Visit Plans

Create-and-Allocate-Beat-Plans

Design and assign visit plans easily with Sarathi. Plan the best routes for employee and make sure they follow them efficiently. The app lets you create and update route plans in real time, adjusting routes as needed.

Monitor Visits Live

Monitor-Visits-Live
Managers receive real-time updates on field operations, tracking employee locations, visit status, and distance traveled for better resource management.
Monitor-Visits-Live
Handle-Recurring-Visits

Handle Recurring Visits

Handle-Recurring-Visits
With Sarathi managers can easily create recurring visits. The app helps to manage regular visits, ensuring consistent customer interactions. Managers can quickly review and modify schedules to meet business requirements.

Maintain Compliance

Maintain-Compliance
The Sarathi app ensures compliance with alerts for low battery, halt notifications, and internet disconnections, managing visit compliance efficiently.
Maintain-Compliance
Record-Customer-Interactions

Record Customer Interactions

Maintain-Compliance
Sarathi enables employees to capture and log detailed customer interactions with documents, signatures, photos, and videos, ensuring thorough documentation and improved service quality.

Benefits of Visit Management For Businesses

Real-Time Alerts

Monitor field activities and employee locations in real time, allowing for immediate adjustments and better oversight.

Complete Documentation

Maintain complete records of customer interactions, including photos, videos, and signatures, enhancing service quality.

Improve Productivity

Optimize employee schedules and routes to ensure efficient use of time and resources, increasing overall productivity.

Enhanced Customer Satisfaction

By managing visits effectively & maintaining detailed interaction records, can respond to customer needs promptly.

Efficient Compliance Management

Ensure compliance with automated alerts for issues like low battery or internet disconnections, reducing downtime & operational disruptions.

Data-Driven Decisions Making

Utilize complete reports & analytics on visits, performance, & travel, enabling informed decision-making & strategic planning.

Optimize Field Operations with Sarathi’s Field Visit Management System.

Track Visits Instantly, Optimize Routes, and Improve Productivity with Field Visit Management System
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Sarathi Launching Soon

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