Optimized visit planning
Keep track of the best time to visit each customer. Define visit intervals individually and receive system-generated visit suggestions based on customer priority — or enter them manually. These suggestions can be transferred directly to your calendar, helping you plan customer visits efficiently and stay perfectly organized in the field.
Efficient route planning
Save time and resources with optimized route planning and a clear visual overview of all customer locations. ADITO’s field service CRM automatically finds the most efficient route for you. If your schedule changes at short notice, use the radius search to quickly locate and visit nearby customers instead. All data can be transferred directly to Google Maps or your car’s navigation system — minimizing administrative effort and giving you more time for your customers.
Effective preparation for customer appointments
Prepare thoroughly for every meeting with customers and prospects. Whether on the go or at your desk, ADITO’s field service CRM helps you collect all essential topics and information for upcoming appointments and turn them into a structured conversation guide. During your visit, record notes and insights in an organized way to ensure nothing is overlooked. All relevant customer details are always at your fingertips via smartphone or tablet.
Follow-up made easy with AI
Document key insights from your customer visits immediately after each appointment. ADITO’s personal AI assistant helps you create visit reports quickly and easily. With mobile access, you can complete reports right on your smartphone or tablet. The integrated AI checks spelling and phrasing, improves structure, and ensures clarity. Save the report directly under the customer profile and link discussed topics, products, or related sales projects — saving valuable time on follow-up work.
