Surya CRM Site visits & transport
⌘ K
6 RA
Reyaz Ahmad Super Admin
Field experience

Site visits & transport

Plan the visit, arrange travel, capture the briefing and validate the experience.

12 Confirmed today 3 with transport
6 Proposed Awaiting customer
8 Transport bookings 7 on time
4.7 Visit experience 30-day average
Today & upcoming

Site visit board

22 AUG 4:30 PM
AM
Aditi & Rohan Mehta +91 98231 40872
Surya Valencia Ram Kumar + Sana Sheikh Uber · 3 people
Confirmed
20 AUG 11:00 AM
KS
Kunal Shah +91 99876 12540
Surya Sunland II Neha Patil Self-arranged
Proposed
21 AUG 2:15 PM
PN
Priya Nair +91 97654 73018
Surya Valencia Vivek Rao Transport pending
Pending
Guided experience

Site briefing & feedback workflow

Start recording Consent captured
Project briefing Location · plan · amenities · price
Transcript & summary Customer questions extracted
AI qualification Score and lead health updated
Post-visit validation Experience + interest bucket