sales visit planning app

A dedicated solution to schedule customer visits, streamline field workflows, and capture on-the-spot insights for better sales outcomes.
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Features of Sales Visit Planning App

From tour plan creation and appointment scheduling to geo-fenced check-ins and automated reminders, everything your reps need to maximize every customer visit.

Order Automation

Enhance your field sales reps order taking process and save time.

Delta Sales App Field Sales Automation

Customer Management

Organize customer details, including their GPS location, and improve customer relationship.

Delta Sales App Field Sales Automation

Payment Collection

Know the status of due payment of parties and automate the payment collection process.

Delta Sales App Field Sales Automation

Attendance & Leaves Management

Let your field employees mark attendance using our mobile app and drop leave applications with ease.

Delta Sales App Field Sales Automation

Beat Plans

Set a route plan for your outside reps and assign tasks to be completed on that route.

Delta Sales App Field Sales Automation

Assign Activities & Sales Target

Assigning tasks and other activities is super easy along with setting targets and priorities.

Delta Sales App Field Sales Automation

Automated Reports & Analytics

Get complete party wise, field reps wise reports on a daily/monthly basis and have a better insight to data with analytics.

Delta Sales App Field Sales Automation

Customer Visit Tracking

Track your field employee’s customer visits and analyze how much time has been spent with each customer.

Delta Sales App Field Sales Automation

App Works Offline

App works offline and data is automatically synced once internet is available.

Delta Sales App Field Sales Automation

Glimpses of our Sales Visit Planning App

View your reps’ daily itineraries, see real-time visit statuses, and compare planned appointments against actual check-ins in a unified dashboard. ​

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Why Delta Sales App?

Our Sales Visit Planning App ensures no opportunity is missed. By automating scheduling, enforcing route compliance, and providing instant post-visit reports, you’ll boost rep productivity and improve customer relationships.

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User Friendly

Versatile

On and off Synchronization

Good Customer Support

Trustworthy

Integration with other softwares

Reliable and accurate

Good Security

Our Clients

What Our Customer Say

David Mason

Delicioso Food, Canada

“We were looking for an App that could help us have control on our sales team and could have the tools to support sales in the field. I was very impressed with the solution set that was offered but even more impressed with the level of support I received. I am excited with the possibilities of what we can do with Delta Sales App.”

Mr. Sony Mayuvi

SABA, Indonesia

“Delta Sales App is a platform that helps us record every data in one place - the store name, their location marked on the map, our products, daily transactions, etc. Secondly, it is an easy-to-use field salesman app that helps us in order taking, creating new parties or customers. The feature I like the most right now is the end-of-day report. It automates our field sales reps' reporting. Just by clicking one button, reports are sent to our group.”

FAQs

Use the Tour Plans module to draft multi-stop visits, set appointment windows, and assign them to reps. Plans sync instantly to their mobile apps. ​

Yes—geo-fenced check-ins trigger as soon as a rep enters the customer location, logging the time, GPS coordinates, and any visit notes. ​

Simply update the appointment in Tour Plans; changes push instantly, and reps receive updated itineraries with notifications. ​

After check-out, reps fill out a quick Day Remarks form—capturing order details, feedback, or next steps—which managers can review under EOD Reporting. ​

Absolutely—the Reports → Beat Plan vs Actual feature overlays your schedule with GPS trails, highlighting missed or extra visits and total distance traveled. ​

Boost your sales process with a free demo customized to your business needs.

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