VisitBasis

VisitBasis is a field management software solution designed to streamline in-store merchandising, retail audits, and field marketing for businesses of all sizes. According to the vendor, VisitBasis offers a comprehensive set of features to meet field management needs and is utilized by various professionals and industries including retailers, consumer goods manufacturers, field marketing agencies, merchandising companies, and brand managers.

Key Features

Convert paper checklists into smart audit forms: VisitBasis provides a Form Builder tool that allows users to convert paper checklists into smart audit forms. According to the vendor, users can easily add questions and response validation, and utilize question-specific instruments for each type of question.

Create retail audit forms in seconds: VisitBasis enables users to build customized retail audit forms quickly to suit their business needs. According to the vendor, users can collect various data types from field teams, including photos, barcode scans, and signatures, for comprehensive audits.

Add products to forms for merchandising and planogram compliance: With VisitBasis, users can create product-based forms to ensure planogram compliance checks and merchandising audits. According to the vendor, users can link multiple products, add product images, and keep product reports organized.

Schedule retail visits: VisitBasis allows users to efficiently plan and schedule retail visits for field teams. According to the vendor, users can keep track of submitted reports, view field agent routes on a live map, and set recurring visits for regular audits of the same location.

Set follow-up tasks with tickets: Users can assign one-off tasks to field agents and quickly resolve issues with VisitBasis' ticketing system. According to the vendor, users can assign jobs with priority statuses, add milestones to establish deadlines, and exchange instant comments to share task information.

Prevent fraud: VisitBasis offers multiple fraud prevention features to ensure the trustworthiness of collected data and user statistics. According to the vendor, these features include the detection of fake photos, timestamps, and visit validation.

Track agents' live GPS, monitor performance: VisitBasis allows users to monitor field teams' live GPS coordinates and routes on a map. According to the vendor, users can keep track of performance, submitted reports, and completed tasks, providing insights into store visits and task completion.

Build custom reports and dashboards: VisitBasis enables users to create custom dashboards and reports for better business understanding. According to the vendor, users can select parameters to include in reports, create tables and visualizations, and share reports with clients and colleagues.

Planned Visits: VisitBasis provides tools for building timetables of visits for field reps, creating schedules, grouping audit forms into tasks, and assigning visits to teams. According to the vendor, users can easily manage field agents, add visits in bulk, and view timetables of each agent.

Tickets: VisitBasis offers a ticketing system to add flexibility to field activities. According to the vendor, users can plan group projects, quickly address issues in stores, get additional reports from agents, and assign work for one or multiple agents, resolving issues and setting one-off tasks with ease.