Forma Lighting

Sales Visit Reminder System

Track client relationships, manage visit schedules, and ensure timely follow-ups with automated reminders for your sales team.

Welcome

Sign in to access your dashboard and manage client visits.

For Salespeople

View your assigned clients, log visits, and track upcoming appointments.

For Managers

Full system oversight, client assignment, and team performance tracking.

Key Features

Client Management

Comprehensive client database with contact details, visit frequencies, and status tracking.

Visit Tracking

Log scheduled and completed visits with notes, maintaining a complete history.

Automated Reminders

Email notifications for due and overdue visits ensure no client is forgotten.