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VisitOps
by VisitOpsSalesforcePaid
Plan customer visits, agendas, rooms, surveys, and workflows inside Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
VisitOps uses Salesforce data in request workflows and supports workflow rules, templates, task automation, emails, approvals, and Chatter conversations. Its calendar displays room bookings and agenda sessions, while Agenda Builder arranges sessions and records presenters, topics, catering, and responses. Visit types can cover visits and briefings, events, community visits, off-site visits, and internal meetings, with custom types also available. The app supports branded pre-visit, post-visit, and decision surveys for customers, presenters, and visit owners, adding responses to contact records.
Key capabilities
from the Salesforce AppExchange listingVisit request workflows
Uses Salesforce data with workflow rules, templates, task automation, emails, and approvals for visit requests.
Room booking calendar
Displays room bookings and agenda sessions on a color-coded calendar.
Agenda Builder
Arranges agenda sessions on a timeline and supports presenter invitations, topic details, catering orders, and response tracking.
Visit type management
Provides standard types for visits, briefings, events, community visits, off-site visits, and internal meetings, with custom types available.
Visit surveys
Sends pre-visit, post-visit, and decision surveys to customers, presenters, and visit owners, with responses added to contact records.
Work dashboards
Provides dashboards for managing activities, balancing workloads, and identifying issues.
Chatter planning
Supports conversations and planning through Chatter.
Who it's for
Visit teams, presenters, visit owners, customers, and suppliers.
In the catalog
210 plugins in Salesforce Platform · Productivity
Price distribution: 57 free, 33 freemium, 120 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«The VisitOps app empowers you and your visit team to design the process of your dreams. You no longer have to squeeze your process into a one-size-fits-all piece of software. From workflow rules and templates to task automation, VisitOps gives you the tools you need to bring your best ideas to life.»