Controle de Visitas a Clientes

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Record customer visits, organize follow-ups, and monitor sales activity from one focused dashboard.

Controle de Visitas a Clientes is a Portuguese-language browser tool for sales and relationship teams working in the field. Users can register the date and time of a client visit, identify the company and responsible representative, classify the meeting topic, write a detailed meeting log, and set an optional next action with a deadline. Saved visits appear in a management dashboard with monthly visit totals, unique clients served, pending and overdue follow-ups, topic counts, month and topic filters, individual status controls, and JSON export. Data is stored in the current browser, so the app can be used immediately without an account.

Highlights

Structured visit logs

Capture each meeting

Follow-up tracking

Monitor due actions

Live sales metrics

See updated totals

Flexible filtering

Filter month and topic

Portable records

Export data as JSON

How to Use

Register a client visit
Open the Registrar tab, confirm the visit date and time, enter or select the client company, choose the responsible representative and meeting topic, then describe what was discussed.
Add the next action
Use the follow-up section to enter any required action and its deadline. This information will be used by the dashboard to identify pending or overdue work.
Save and confirm
Select Salvar Visita after completing the required fields. The app displays a success state confirming that the visit was stored in the browser and provides a direct route to continue.
Review the dashboard
Open Painel to see visit totals, clients served, pending and overdue follow-ups, topic distribution, and a detailed table of saved records. Use the month and topic controls to narrow the view.
Manage or export records
Use the controls beside a visit to complete or delete its follow-up. Select Exportar registros to download the current records in JSON format for backup or further processing.