Visit Planning Software

Manage your field team’s visits more efficiently through centralised agendas and clear action plans. Gain visibility into field team activities and outcomes across your network.

Improve each visit

Align your store visits to business goals and reach your KPIs. With Loop, you can standardise visit agendas which focuses your team on the areas of improvement. Integrated action tracking translates visits into impact by driving continuous improvement store-by-store.

Structured Visit Planning

Drive Accountability

Integrated Experience

Case Study

Key Benefits for:

  • Standardise visit agendas across the network
  • Gain visibility into field team activities
  • Track visit outcomes tied to KPIs and revenue
  • Enable collaboration through shared plans
  • Customise agendas for each location visit
  • Monitor visit actions and status in one place
  • Get notifications for upcoming visit meetings
  • Pull reports to showcase impact of visits
  • Provide context for visits with attached documents
  • Clarify agenda items through comments
  • Receive notifications to prepare for visits
  • Review summary reports post visit
  • Understand upcoming visit agenda items
  • Prepare required information for visits
  • Participate in visit meetings and actions
  • Provide feedback on visit outcomes
Loop business performance management software. Make data-driven decisions that improve performance.

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