Unplanned
The day is decided in the car
Without a plan by territory, reps visit who is nearest or friendliest rather than who is due.
Field Visit Management
Plan the Week, Then See It Actually Happen
Visits planned by territory and priority, confirmed by a location-verified check-in rather than a tick in a sheet, with the outcome and the next action recorded before the rep drives away.
- Territory planning
- Verified check-in
- Coverage against plan
A week with a plan
By territory and priority, with clashes caught early.
Visits evidenced
Check-in and out at the customer, with times.
Outcomes captured
Recorded on site, with the follow-up dated.
Gaps you can still fix
Coverage against plan, while the week is running.
A visit nobody can evidence is a visit nobody can improve.
Three gaps account for most of what a field team loses, and none of them is an effort problem.
Unconfirmed
The visit is reported, not evidenced
A tick in a sheet that evening is a claim, and the manager has no way to tell it from a recollection.
Unrecorded
What came out of the visit stays with the rep
The outcome lives in a notebook, so the next conversation starts from nothing and the follow-up never lands.
Neome closes all three by planning the week, evidencing the call, and capturing the outcome where it happened.
Planning
A week planned by territory, not by proximity
Visits are scheduled against customers and territories, built into daily and weekly plans and sequenced by priority. The plan detects a calendar clash while it is being made, so a rep is never expected in two places at once and discovers it on the day.
- Territory-based scheduling
- Daily and weekly plans
- Clash detection
Tracking
A check-in is evidence, a tick in a sheet is a claim
Reps check in and out at the customer with the location recorded, so arrival, time on site and departure are facts rather than assertions. Managers see the day as it runs, which removes the evening round of calls asking how it went.
- Location-verified check-in
- Time on site recorded
- Live status for managers
Outcomes
Record what came out of it before driving away
A structured outcome form captures what was discussed, what the customer wants and what happens next, with the follow-up dated rather than intended. Everything attaches to the customer, so the relationship reads as one thread rather than a series of unconnected calls.
- Structured outcome forms
- Dated next action
- Attached to the customer
Coverage
Know which customers are not being seen
Planned against actual coverage shows where the week fell short while there is still a week left. Visit frequency per customer answers the more uncomfortable question: which accounts have not been visited at all, which is usually where the churn starts.
- Planned against actual
- Frequency per customer
- Gaps visible in the week
Reporting
See the week before it is over
Set a date range and every figure below it is bounded by those dates.
Coverage by territory
Where are we thin?
Planned against completed visits for every territory, so a gap is visible while the month can still absorb it.
Rep performance
Who is doing what?
Visits completed, time on site and outcomes per rep, so coaching starts from the record rather than an impression.
Visit frequency
Who has not been seen?
How often each customer has been visited, which is the first place to look when an account goes quiet.
All the features, done right
Visit planning
Daily and weekly, by territory.
Territories
Customers grouped the way you sell.
Priority sequencing
The due call before the easy one.
Clash detection
Caught while planning.
Check-in and out
Location-verified, with times.
Live status
The day as it runs, for managers.
Outcome forms
Structured, not free text.
Photo capture
Attached to the visit.
Dated follow-ups
A next action, not an intention.
Interaction history
One thread per customer.
Coverage reporting
Planned against actual.
Mobile apps
Logged where the visit happened.
Before you move your field team across
The questions field managers ask before the first visit is planned in Neome.
What it costs
One price, and Field Visit Management is already in it
₹299/ user / month$9.99/ user / month
There is no separate charge for this module. The same per-user price covers Field Visit Management and the other 25+ modules, so adding a second or third one costs nothing extra.
- 15-day free trial
- No credit card to start
- Billed monthly · Minimum 5 users
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