Contact Visit Management Made Easy


Approach to drive dealer engagement in process.


For users to create contact reports agenda items and data as needed

Time Saving

And efficiency improvement of field teams – live data and PDF reports auto generated


KPI & Performance data, files and photos can be included as required

Tailored to suit the needs of clients

Our Contact Visit Reports are designed to provide structured and collaborative approach to dealer meetings and performance improvement plans between the OEM and dealers. 

The template allows for total flexibility in agenda items, meeting notes, file attachments, cut/paste of data from external reports and setting tasks/actions for the dealers with live progress tracking.

Any task or action set for a dealer and still outstanding when the next contact visit report is created will appear at the top of the report as a prompt for the users to discuss and complete tasks. 



Tasks & Actions

Allocated task and actions are track individually for review and progress either by the field team or by the dealer directly. Status tracking is provided live via: Overdue Completed Upcoming Reminders via email or SMS with escalation for completion can be included.

File Management

This provides the ability to upload any files as part of the dealership management process. Either included in the Contact Visit Report or adhoc file upload. This provides a full corporate memory in one place for each dealership.

Activity Planner

The section allows the field team to plan visits, meetings, task and more in calendar view and provides overall tracking of all events at each dealers, and user level and drives overall efficiencies in field team and dealership management. Pop up for each item is available for review with click through for completion.

Challenges We Solve

About Us

Since 1999, we have been using data, technology and coaching to help dealers grow performance. We are a leader in digital solutions, dealer consulting and consumer engagement services for automotive clients, including global manufacturers (OEMs), financiers, insurers and dealers.

With solutions ranging from automating the entire finance and insurance daily process, to comprehensive field force management platforms, and training and consulting services, we are transforming your workflows to be more efficient, productive and profitable.

Tim McGrath
+61 408 900 130


Book your free consultation today!

Transform your field force, dealer collaboration and strategy execution today!