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performance tools
 
 

Dealer Visit Planning & Reporting

Plan and track field visits with structured agendas, action tracking and follow-up reporting.

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Dealer visits and meeting booking software Loop

Help Field Teams Prep Faster and Drive Action

Loop keeps dealer visits consistent across the network and gives teams the tools to plan, record and act

Dealer visits action planning Loop Software

Help Field Teams Use Their Expertise Where it Matters

Loop makes it easier to plan consistent visits, guide meaningful conversations and leave dealers with clear actions. Visit templates, action tracking and network-wide visibility make every interaction more valuable.

  • Pre-built templates: Plan and structure visits quickly, without starting from scratch
  • Assign actions live: Give dealers clear next steps during the visit — not in a follow-up email
  • Track improvement: See what’s changed visit to visit and where support is making the biggest impact
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Structured Visit Templates

Set consistent agendas by visit type, while tailoring discussion points to each dealer’s needs

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Real-Time Action Assignment

Capture and assign actions during the visit, keeping everything clear, tracked and visible afterwards

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Visit History Tracking

View past discussions, actions and outcomes in one simple timeline to support ongoing improvements

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Data-Led Visit Planning

Use performance data to prioritise visits and focus conversations where they’ll make the biggest impact

Make Every Dealer Visit Count

See how Loop helps field teams plan smarter visits, capture insights on the spot and drive real improvements across your network

Book a tailored demo