Digitize your retail audits

We simplify mobile retail execution for merchandising and field marketing teams.

Are you a CPG manufacturer, BTL/Marketing agency or broker/distributor?
These incredible companies are already benefiting from VisitBasis.

Collect in-store data with VisitBasis and turn it into informative, fully customizable dashboards and reports that are easy to read and share.

Create retail audit forms in seconds

Build forms and fully customize them to suit your business needs. Create simple and product-based forms in seconds with VisitBasis. Receive up to 16 different data types from your field team: photo, barcode scan, signature, etc.

VisitBasis retail audit forms
VisitBasis smart audit forms

Convert paper checklists into smart audit forms

All questions from paper checklists can be easily converted into VisitBasis smart audit forms. We have developed a simple and intuitive Form Builder tool, which offers a straightforward way of adding questions, features response validation to prevent human errors, and provides extra question-specific instruments for each type of question.

Add products to forms for merchandising and planogram compliance

Create product-based forms for planogram compliance checks and merchandising audits. Link as many products as you need, add product images for added convenience, and keep your product reports in order.

VisitBasis-map

Schedule retail visits

Create a timetable of visits for your field teams, keep track of reports they submit, and view their routes on the live map. Set recurring visits for your field agents if they regularly need to complete audits of the same location.

Set follow-up tasks with tickets

Assign one-off tasks to field agents, assign group tasks and quickly resolve even the smallest problems with tickets. Use tickets for jobs with priority statuses, add milestones to establish deadlines for field reps, exchange instant comments to share information about the task.

VisitBasis-tickets
VisitBasis-custom-reports-dashboards

Build custom reports and dashboards

Build custom dashboards and report to better understand your business, market insights, and data collection processes. Select parameters to include in your custom reports and create tables and visualizations of your choice. Share with clients and invite colleagues to work collaboratively.

Track agents’ live GPS, monitor performance

View field teams’ live GPS coordinates and routes on the map, and keep track of their performance. See exactly where reports were submitted by agents, how many stores they visited, and which tasks they completed.

VisitBasis-routes
VisitBasis fraud prevention

Prevent fraud

With our multiple fraud prevention features – including detection of fake photos, timestamps, and visit validation – you can 100% trust the collected data and user statistics.

This is why our customers love VisitBasis ​

It’s very effective for monitoring staff attendance and activities. Time, location and work times can’t be faked, which is great!
Andy Kowalski
Manager

Interested in a demo?

Would you like to see VisitBasis in action before you start with a free plan? No problem. Book an online demo and we will give you a tour of the software.