Guides and templates
Free report templates for field sales teams
The reports a sales team that visits customers writes every day, as files to download and change: Excel with drop-down lists and totals worked out, Word to edit, and PDF to print. Each comes with a filled-in example and how to write one well.
Free template · Excel, Word, PDFSales visit report templateA free sales visit report template in Excel, Word and PDF, in English and Arabic, with the fields a manager reads: who you met, why you went, how it went and the next step.Read and download 
Free template · Excel, Word, PDFSite visit report templateA free site visit report template for suppliers and sales engineers visiting project sites: the project and its stage, who was on site, products specified and the actions agreed.Read and download 
Free template · Excel, Word, PDFDaily sales report templateA free daily sales report template for field sales reps, in Excel, Word and PDF: every visit with its reason and outcome, totals worked out for you, and the plan for tomorrow.Read and download
See it with your team
Leave every meeting with a next step.
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.
- What happens next
- Day 0You send the form. We reply within one working day.
- 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
- Set-upWe build your workspace with you: companies, teams, products, wording.