Capture a visit
One form for site visits and presentations. It saves as you go, so a dropped signal never loses what you have typed. Nothing reaches the CRM until you press Submit.
1 What happened
2 Client & people
Attendees
Nobody added yet.
Their side and our side are kept apart so you can later ask either question: who from here has met
this client, and who at this client have we met.
3 Scan a business card on your hardware
Read by a vision model running on the TechStone workstation, so card
images never leave your hardware. The first scan of the day is slow while the model loads.
4 Photos GPS off
Turn on location and a photo taken on site pins the client permanently —
that coordinate then outranks the billing address everywhere, including the route planner.
5 Products discussed
Nothing noted yet.
Related quotes
None attached.