How to check in to a customer site (geo-fence) in HelloGrowthCRM
Use geo-fenced check-in to log field visits. Auto-detects arrival; logs duration; team accountability.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Mobile App section to browse more guides, compare related tasks, and choose a better starting point.
View all Mobile App guidesGeo-fenced check-in logs every visit automatically. Set address; rep arrives → app prompts check in.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Mobile app installed
- •Location permission
- •Customer addresses populated
- •Pro tier
- •5 minutes
- 1
Add address to customer
Web: Lead/Contact → Address fields populated.
- 2
Enable geo-fence
Settings (mobile) → Geo-fence → On.
- 3
Set radius
Default 100m. Tighter urban (50m), wider rural (200m).
- 4
Set check-in trigger
Auto-prompt, Manual, or Background auto.
- 5
Visit a customer
Drive/walk to address. App detects arrival.
- 6
Tap Check In
Confirms. Optional photo (front of office, business card).
- 7
Take notes / log activity
Voice note, photo, text. Auto-attaches to deal.
- 8
Tap Check Out
When leaving. Time-on-site auto-logs.
- 9
Manager view
Reports → Field Visits. Daily map of all reps' check-ins.
- 10
Offline support
Check-in queues if offline; syncs when reconnected.
Frequently asked questions
Privacy: who sees rep's location?▾
Only direct manager + admin. Audit logged.
Disable for personal time?▾
Auto-pause outside business hours configurable.
Aadhaar e-KYC for check-in?▾
Optional add-on for high-trust use cases.
Photos required?▾
Configurable per workspace. Default = optional.
Geo-tagged tasks?▾
Yes — tasks have a location; auto-routes through visits.
Check-in fraud prevention?▾
GPS spoofing detection; flagged for manager.
Related articles
See it in product
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Mobile App or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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