Sales and CRM

Complete Sales Integration

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Seamless Sales to Operations Handoff The FieldServio Sales/CRM ties directly into your operations for complete business visibility.

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Easy Proposal Creation. Create sales proposals and have your customer signoff electronically.

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Streamlined Data Insights. Give your sales team the benefit of a single source of truth for all customer equipment, historical work orders, locations, and more.

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End to End Efficiency

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Simple Creation of Jobs and Contracts from Sales Proposals.  The power to quickly and easily generate a work order from a sales proposal at the click of a button.

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Powerful Reporting.  Sales reports that give your team the critical information they need in a flexible and configurable view.

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Pipeline Management. View your sales pipeline in one simple place.  

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Robust Features

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Outlook Integration.  The ability to tie to your outlook email or sales events and opportunities.

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Sales Events Management. Handle your sales events from an easy to use sales calendar and reports.

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Configurable Sales Opportunities. The power to configure your opportunities to fit your workflow.  Capture the information you need.

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