Visits Journal

Visits Journal

Visits Journal is a simple web app for tracking client visits and appointments. It allows users to log details like date, location, duration, notes, and follow-ups for each visit. Useful for counselors, consultants, sales reps, and more.
Visits Journal image
appointments client-tracking visit-logging

Visits Journal: Simple Web App for Client Visit Tracking

A straightforward tool for logging client visits, appointments, and follow-ups, ideal for counselors, consultants, sales reps, and more.

What is Visits Journal?

Visits Journal is a cloud-based application designed to help professionals track and manage client visits and appointments. With its simple and intuitive interface, Visits Journal makes it easy to log and organize key details related to in-person meetings.

Key features of Visits Journal include:

  • Ability to log visit date, start/end times, location, duration, attendees, and notes
  • Set reminders and follow-ups for upcoming meetings and tasks
  • Tag visits and filter logs by tags, date range, attendees, etc.
  • Generate reports on visit history, frequency, location stats, and more
  • Flexible pricing plans for individuals, teams, and organizations
  • Mobile app available for logging visits on-the-go
  • Secure encrypted data storage to protect sensitive client information

Visits Journal integrates seamlessly with popular calendar apps like Google and Outlook for easy visit scheduling. With its focus on user experience and intuitive features, Visits Journal is the perfect tool for counselors, sales representatives, consultants, real estate agents, and other professionals to track meetings and build stronger client relationships over time.

Visits Journal Features

Features

  1. Log visits with date, time, location
  2. Add notes and follow-ups
  3. View calendar of upcoming visits
  4. Filter and search visits
  5. Export data to Excel/PDF
  6. Mobile app available
  7. Client profiles and visit history
  8. Appointment reminders
  9. Team collaboration
  10. Customizable fields and labels

Pricing

  • Freemium
  • Subscription-Based

Pros

Simple and intuitive interface

Flexible for various use cases

Syncs across devices

Good customer support

Affordable pricing

No long-term contract required

Cons

Limited reporting and analytics

Mobile app could be better

Integration with calendar apps can be buggy

No IP restriction to limit sharing


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