Customer Relationship Management

FieldServio’s Customer Relationship Management (CRM) is designed to provide a complete solution for managing your leads and opportunities. Whether it’s Equipment and Parts transactions, Service Quotes, Service Contracts, Rentals or Training, FieldServio gives your sales people the ability to track all of the steps, contacts and activities to manage your opportunities.  Through use of user configured Dashboards or special searches your sales people can stay on top of their opportunities and make sure nothing goes unattended. FieldServio allows users to configure unlimited ad hoc fields that they can track and report on any information desired about your opportunities. 


Furthermore, because the CRM feature is built into the single database platform, your sales team has the total view of the customer in term of Sales, Service, Rental, PM Contracts and Account Status. Once the opportunity is

closed the transition to fulfillment is automatic and flows seamlessly into the Parts and or Service que to insure nothing fall through the cracks. No more do you experience redundant re-entry into another business system or financial system for fulfillment.  All of the information gathered to date follows the opportunity through the complete life cycle of fulfillment and is available to anyone that needs it.   


Insuring a proper visible workflow from sales to service to provide the highest in customer satisfaction


Insuring a proper visible workflow from sales to service to provide the highest in customer satisfaction, FieldServio’s CRM component includes the following robust features:   

  • A comprehensive Opportunity Management page with the ability to link multiple contacts and team members as well as add any ad hoc fields for tracking general or specific information.

  • A robust calendar for scheduling and tracking all the events and communications associated to an Opportunity along with alerts and reminders as required

  • User configured statuses and stages for creating pipeline and forecasts based upon your existing or desired sales process

  • User defined Dashboards, Searches and Reports to provide key performance indicators and or critical to do lists.

  • The “complete customer” view of everything both current and historical that’s happening in all areas of the customer relationship o Sales – Quotes and Proposals o Service – Completed and Pending Jobs 

  • PM Contracts- Completed and Pending/Next PM Job

  • Rentals – Current and Past Rentals

  • Equipment – Equipment by Location with History and Key Metrics (Hours etc.) o Events – Activities Planned and Historical