VisitForce

iBirds Software Services Pvt Ltd

About this app

VisitForce is an all-in-one field sales force automation and visit management solution designed for modern sales teams, field representatives, and enterprise organizations. Seamlessly integrated with Salesforce CRM, VisitForce empowers your team to plan client visits, track journey routes in real time, record meetings, manage expenses, and close deals faster.
🌟 KEY FEATURES:
📍 1. Smart Visit Planning & Scheduling
• Schedule and organize daily, weekly, or monthly client visits.
• View assigned customer lists and pre-planned routes.
• Prioritize critical leads, prospect accounts, and recurring visits.
🚗 2. Live Journey & Route Tracking
• Track sales rep travel with real-time GPS routes and odometer calculations.
• Automatic start-and-end journey logging with verified check-in/check-out timestamps.
• Accurate distance calculation for transparent travel allowance & reimbursement claims.
✅ 3. Client Check-In & Meeting Minutes
• Geo-verified client site check-in to ensure authentic field visits.
• Capture meeting notes, customer feedback, visit outcomes, and follow-up tasks on the spot.
• Upload visit proof, client photos, or site inspection images directly from your camera.
☁️ 4. Native Salesforce CRM Integration
• Direct OAuth login with your company's Salesforce custom domain or production org.
• Two-way real-time sync for Accounts, Contacts, Leads, Visit Plans, and Tasks.
• Zero manual data entry at the end of the day—everything syncs directly to your CRM.
📊 5. Sales Targets & Performance Dashboard
• Monitor daily visit targets, completed calls, and upcoming appointments.
• Visual charts and KPI metrics to keep sales reps motivated and on target.
• Detailed manager reports on team territory coverage and visit efficiency.
💰 6. Expense & Travel Allowance Management
• Log travel, fuel, meals, and miscellaneous field expenses on the go.
• Attach camera snaps of physical receipts for instant approval workflows.
• Automated expense summaries tied directly to visits.
🔒 Enterprise-Grade Security & Battery Optimization:
• Battery-efficient intelligent background location tracking during active work shifts.
• Encrypted local token storage ensuring your enterprise CRM data stays confidential.
• Offline-first capabilities for uninterrupted field work in low-connectivity areas.
Transform your field sales operations today with VisitForce—boosting productivity, accountability, and sales revenue!

What’s new

Initial release of Visit Force:
• Seamless Salesforce CRM integration for field operations
• Plan, track, and manage client visits and journeys in real-time
• Offline visit logging and automatic background synchronization
• Route navigation and location verification via Google Maps
• Secure photo and proof-of-visit capture
• Performance enhancements and security optimizations