VisitBasis
Retail execution software
Consumer goods software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$15 per user per month
Free TrialFree version
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What is VisitBasis
VisitBasis is a field sales and retail execution platform used by consumer goods teams to plan store visits, capture in-store data, and manage merchandising and audit workflows. It supports mobile data collection for tasks such as shelf checks, promotions compliance, and order-taking, with back-office reporting for supervisors and operations teams. The product is typically used by field representatives, merchandisers, and sales managers who need standardized visit processes and visibility into execution across outlets.
Mobile-first visit workflows
VisitBasis focuses on structured store-visit execution, including task lists, surveys, and photo capture from the field. This supports consistent data collection across distributed teams and reduces reliance on spreadsheets or ad hoc reporting. Offline-capable mobile workflows are commonly expected in this category and are important for stores with limited connectivity.
In-store data and reporting
The platform centralizes visit results and makes them available for review through dashboards and reports. This helps managers monitor execution KPIs such as visit completion, compliance, and issue resolution. Consolidated reporting supports faster follow-up compared with manual compilation from multiple sources.
Supports CPG sales operations
VisitBasis aligns with common consumer goods processes such as route planning, merchandising checks, and promotion verification. It can be used to standardize how reps document store conditions and actions taken. This fit with CPG workflows reduces the need for heavy customization relative to general-purpose field service tools.
Limited public technical detail
Publicly available documentation on APIs, data model, and integration patterns is limited compared with some enterprise-focused platforms in this space. That can increase evaluation time for IT teams that need to validate SSO, MDM, and data export requirements. Buyers may need vendor-led discovery to confirm integration feasibility with ERP/CRM and BI tools.
Advanced analytics may require add-ons
Retail execution tools often provide operational dashboards but may not include advanced image recognition, automated shelf analytics, or sophisticated AI-driven insights as standard. If a team requires automated planogram compliance or computer-vision shelf measurement, they may need additional modules or third-party tools. This can add cost and complexity to the overall solution.
Configuration and change management effort
Deployments typically require careful configuration of forms, visit templates, product catalogs, and user roles to match each brand’s processes. Organizations with frequent assortment or promotion changes may need ongoing admin effort to keep content current. Without strong governance, field adoption can suffer due to overly complex workflows.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | $0 — Free for teams up to 10 users | Basic forms, photo reports, PDF/Excel exports, tickets, push/email notifications; data retained for 2 months if account inactive; intended for small teams (official site states Free for teams up to 10 users). |
| Premium | $15 per user/month (monthly). Annual billing: 20% off (minimum 100 users) | Built-in dashboards, Form Builder, Photo reports, Fine-grain security & Teams, Tasks & Visits validation, Smart places, Unlimited places/users on Premium, access to Premium features; cancel monthly or annual subscriptions any time. |
Premium features (optional add-ons):
- Audit & Inspections — $4 per user/month (adds advanced form features: conditional logic, drop-downs, answer weights).
- Merchandising — $4 per user/month (product-based forms, planogram support).
- Scheduling — $4 per user/month (one-off and recurring visits and reports).
- BrandML (product image recognition) — Contact sales for pricing.
Other notes from the vendor site:
- Free 14-day trial with all premium features (no credit card, no commitment).
- Annual billing gives 20% discount (requires minimum 100 users for the annual discount per vendor site).
- Payment methods accepted: major credit cards, checks, bank transfers.
Seller details
VisitBasis
San Francisco, California, United States
2012
Private
https://www.visitbasis.com/
https://x.com/visitbasis
https://www.linkedin.com/company/visitbasis
