field-sales-crm
YH METech OmanYou are an expert SaaS product team consisting of: - Product Manager - UI/UX Designer - Frontend Engineer - Backend Engineer - Database Architect - DevOps Engineer - QA Engineer Build a production-ready Micro SaaS. Idea: A field-visit accountability layer that turns unstructured rep conversations into reliable CRM data and completed follow-ups. VisitLoop is the post-visit execution layer for field sales teams. Reps speak for 60 seconds after a visit; VisitLoop creates the CRM record, assigns follow-ups, and shows managers exactly what was completed. Requirements: Create: - Beautiful landing page - Dashboard - User authentication - Google Login - Email Login - Stripe subscriptions - Pricing page - Admin dashboard - Database - REST APIs - Responsive design - Dark mode - User settings - Billing page - Analytics - SEO - Error handling - Loading states Generate: - Frontend - Backend - Database schema - APIs - Authentication - Deployment configuration - Environment variables - README - Sample data Use a modern design similar to Linear, Notion or Vercel. Everything should be production-ready. Review the entire project. Find every bug. Improve the product Improve: - UI - UX - Mobile responsiveness - Performance - Accessibility - Animations - Dashboard - Pricing page - Onboarding - Empty states - Loading states Refactor the code. Follow best practices. Keep everything production-ready. Suggest 20 AI features that would significantly increase the value of this SaaS. For each feature include: - Problem solved - User benefit - AI model recommendation - Technical implementation - Difficulty Create a modern SaaS landing page. Include: - Hero section - Social proof - Problem - Solution - Features - Product screenshots - Testimonials - Pricing - FAQ - CTA
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Project Tasks
47 planning tasksGenerate system requirement document
Generate personas & user flows
Create flow for Field Sales Rep
Create flow for Sales Manager
Create flow for Workspace Administrator
Landing page
Fix Landing page review findings: Q2 as reviewed now: The hero eyebrow text is still covered… (+2 more)
Fix Landing page review findings: The required Features section has no feature content… (+3 more)
Landing page / Navigation
Landing page / Content
Landing page / Footer
Fix Landing page: The required Features section has no feature content rendered on desktop, tablet, or…
Fix Landing page: The fixed navbar covers the hero eyebrow text on mobile (Landing Page Content.jsx…
Fix Landing page: The required feature section renders no feature content when its declared collection is…
Fix Landing page: The product screenshots section is empty in the supplied successful empty-data state…
Navigation
Footer
Sign Up
Fix Sign Up review finding: Fixed navbar covers the top of the signup heading
Sign Up / Navigation
Sign Up / Orientation
Sign Up / Enrollment Form
Sign Up / Footer
Fix Sign Up: Fixed navbar covers the top of the signup heading. Relevant files: (.nb-root) and…
Pricing page
Pricing page / Pricing Navigation
Pricing page / Pricing Intro
Pricing page / Pricing Plan Comparison
Pricing page / Pricing Faq Route
Pricing page / Pricing Footer
Login
Login / Navigation
Login / Content
Login / Footer
Onboarding
Dashboard
Visit Capture
Visit Records
Follow-ups
My Follow-ups
Execution
Analytics
Admin dashboard
Billing page
User settings
Architecture
Workspace task plan
Your reps already said what happened. VisitLoop just writes it down.
Sixty seconds after the visit, one-handed, still in the car. The CRM record and the assigned follow-up are written before the engine turns over.
The visit is over in an hour. The record takes three days.
Field teams do not lose deals in the room. They lose them in the gap between a conversation that happened and a CRM record that never quite captured it.
- 01Recaps arrive hours lateThe visit ends in the car park. By the time the note is typed, the detail that mattered — who signed off, what was agreed — has already gone soft.
- 02The CRM record is a guessFields get filled from memory days later. Account names drift, outcomes flatten into "positive", and next steps land as free text nobody can report on.
- 03Follow-ups have no ownerA commitment made on a doorstep becomes a line in a notebook. Managers cannot see which promises are open, which are done, and which one quietly expired.
Speech in, structured record out, one owner attached.
Three steps, drawn as a schematic: the spoken recap, the typed record, the assigned follow-up. Nothing else sits between the rep and the data.
- STEP 01A rep speaksSixty seconds, one-handed, still sitting in the car. No forms, no dropdowns, no typing.
- STEP 02VisitLoop structures itAccount, outcome and next step are extracted into typed fields and attached to the visit record automatically.
- STEP 03A follow-up is assignedEvery commitment becomes an owned row with a due date, so a manager reads completion rather than asking for it.
The parts a field team actually touches.
Every capability below exists to shorten the distance between a visit ending and a follow-up being owned.
- 01Voice recap captureA sixty-second spoken recap, recorded from the car park in one hand.
- 02Structured CRM fieldsAccount, outcome and next step extracted into typed fields on the visit record.
- 03Owned follow-upsEvery commitment becomes a row with an owner and a due date.
- 04Manager completion ledgerTeam-wide follow-up status, ordered by due date, readable at a glance.
The interface is the product shot.
No mockups, no browser chrome. These are the working surfaces a rep and a manager open dozens of times a day.
Coming soon — product surfaces are being captured.
- 01The recap happens before the engine is even warm. Our CRM finally matches what was actually said in the room.Head of Field Sales, industrial distribution
- 02I read the completion ledger like a bank statement. Forty follow-ups, one glance, no hover, no guessing.Regional Sales Manager, facilities services
- 03Follow-ups stopped living in notebooks. Every commitment has a name and a date attached to it now.VP Revenue Operations, B2B equipment
Priced per rep, because the value lands per rep.
Three plans, hairline-separated, no toggle theatre. Compare the whole grid on the pricing page.
- Up to 3 field reps
- 60-second voice recaps
- Account, outcome and next step extraction
- Visit records and follow-up ledger
- Unlimited field reps
- Manager completion dashboard
- Analytics across visits and follow-ups
- Assignment rules and due dates
- CSV and API export
- Everything in Team
- Admin dashboard and workspace provisioning
- Role-based access and audit trail
- Priority extraction throughput
- Dedicated onboarding
Questions field teams ask before the first visit.
Short answers. The product is small on purpose.
- Sixty seconds is the designed length — long enough for the account, the outcome and the next step, short enough to do one-handed before you start driving.
- No. VisitLoop is the post-visit execution layer. It writes the structured record and the assigned follow-up into the CRM your team already uses.
- The recap is transcribed and extracted into typed fields — Account, Outcome and Next step. You see the fields fill as the recording ends and can correct any value before it is committed.
- The completion ledger lists every follow-up with an owner, a due date and a status bar. Completion percentage is right-aligned in tabular numerals so a manager can scan a whole team in one pass.
- The capture sheet holds the recap locally until it can be committed. VisitLoop does not claim delivery until the record actually lands.
- The capture sheet has one action. Reps who have used a voice memo have used VisitLoop; managers read the ledger and the analytics views directly.
Your next visit ends in a car park. It can end with a record.
Your reps already said what happened. VisitLoop just writes it down.
Sixty seconds after the visit, one-handed, still in the car. The CRM record and the assigned follow-up are written before the engine turns over.
The visit is over in an hour. The record takes three days.
Field teams do not lose deals in the room. They lose them in the gap between a conversation that happened and a CRM record that never quite captured it.
- 01Recaps arrive hours lateThe visit ends in the car park. By the time the note is typed, the detail that mattered — who signed off, what was agreed — has already gone soft.
- 02The CRM record is a guessFields get filled from memory days later. Account names drift, outcomes flatten into "positive", and next steps land as free text nobody can report on.
- 03Follow-ups have no ownerA commitment made on a doorstep becomes a line in a notebook. Managers cannot see which promises are open, which are done, and which one quietly expired.
Speech in, structured record out, one owner attached.
Three steps, drawn as a schematic: the spoken recap, the typed record, the assigned follow-up. Nothing else sits between the rep and the data.
- STEP 01A rep speaksSixty seconds, one-handed, still sitting in the car. No forms, no dropdowns, no typing.
- STEP 02VisitLoop structures itAccount, outcome and next step are extracted into typed fields and attached to the visit record automatically.
- STEP 03A follow-up is assignedEvery commitment becomes an owned row with a due date, so a manager reads completion rather than asking for it.
The parts a field team actually touches.
Every capability below exists to shorten the distance between a visit ending and a follow-up being owned.
- 01Voice recap captureA sixty-second spoken recap, recorded from the car park in one hand.
- 02Structured CRM fieldsAccount, outcome and next step extracted into typed fields on the visit record.
- 03Owned follow-upsEvery commitment becomes a row with an owner and a due date.
- 04Manager completion ledgerTeam-wide follow-up status, ordered by due date, readable at a glance.
The interface is the product shot.
No mockups, no browser chrome. These are the working surfaces a rep and a manager open dozens of times a day.
Coming soon — product surfaces are being captured.
- 01The recap happens before the engine is even warm. Our CRM finally matches what was actually said in the room.Head of Field Sales, industrial distribution
- 02I read the completion ledger like a bank statement. Forty follow-ups, one glance, no hover, no guessing.Regional Sales Manager, facilities services
- 03Follow-ups stopped living in notebooks. Every commitment has a name and a date attached to it now.VP Revenue Operations, B2B equipment
Priced per rep, because the value lands per rep.
Three plans, hairline-separated, no toggle theatre. Compare the whole grid on the pricing page.
- Up to 3 field reps
- 60-second voice recaps
- Account, outcome and next step extraction
- Visit records and follow-up ledger
- Unlimited field reps
- Manager completion dashboard
- Analytics across visits and follow-ups
- Assignment rules and due dates
- CSV and API export
- Everything in Team
- Admin dashboard and workspace provisioning
- Role-based access and audit trail
- Priority extraction throughput
- Dedicated onboarding
Questions field teams ask before the first visit.
Short answers. The product is small on purpose.
- Sixty seconds is the designed length — long enough for the account, the outcome and the next step, short enough to do one-handed before you start driving.
- No. VisitLoop is the post-visit execution layer. It writes the structured record and the assigned follow-up into the CRM your team already uses.
- The recap is transcribed and extracted into typed fields — Account, Outcome and Next step. You see the fields fill as the recording ends and can correct any value before it is committed.
- The completion ledger lists every follow-up with an owner, a due date and a status bar. Completion percentage is right-aligned in tabular numerals so a manager can scan a whole team in one pass.
- The capture sheet holds the recap locally until it can be committed. VisitLoop does not claim delivery until the record actually lands.
- The capture sheet has one action. Reps who have used a voice memo have used VisitLoop; managers read the ledger and the analytics views directly.
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