Site visits
Log client and site visits with a voice note
Voice-note a client or site visit before you forget it. It's transcribed and lands on that client's timeline.
What it solves
The detail from a site visit (what the client said, what to quote, what to fix) evaporates by the time you're back at a desk to type it up. Dictate it on the spot in your own language and it's captured while it's fresh, filed against the client, and searchable later instead of lost.
How we're different
A visit lands on the same client timeline as the deals, invoices and payments, so the context sits with everything else you know about that account. And you capture it by voice, in Hindi, Tamil, Telugu, Kannada or English, without stopping to type.
Inside Site visits
Voice-note on the spot
Lands on the client timeline
Site visits
Lands on the client timeline
Your language
Site visits
Your language
Site visits
Lands on the client timeline
Site visits
Your language
Works with the rest of Finocket
Part of CRM & pipeline. See how every module connects.
Questions
Can I record a visit by voice?
Yes. Dictate a site-visit note in Hindi, Tamil, Telugu, Kannada or English; it's transcribed on the spot and searchable later, so nothing is lost between the visit and your desk.
Where do visit notes go?
Onto the client's timeline, alongside their deals, invoices and payments, so a visit sits with the rest of what you know about that account.
What was said on a visit lands on the client's timeline before anyone forgets it.
Learn how it works
Visits & field work: log site visits with voice notes
Record client site visits in seconds. Dictate notes by voice, swipe to duplicate or delete, and check the muhurat strip before you schedule.
CRM & deals: pipeline, follow-ups and the customer ledger
Work a sales pipeline inside your books: auto-created deals for every captured lead, one-tap invoicing from a deal, follow-ups on WhatsApp or email, a per-client money ledger, and consent-safe lead import.
Leads: capture, score, route and respond on time
Every enquiry (form, QR, booking, WhatsApp, call, email, SMS, voice note, or one you add by hand) lands on one deduplicated Leads board, gets scored A–D, assigned to a teammate, and started on a first-response timer.
Ready to ditch the spreadsheet?
Free for solo users until 31 Dec 2026 — no partner code needed. ₹99/month after that. No credit card. Your books stay yours.