Sales and CRM
Complete Sales Integration
Seamless Sales to Operations Handoff. The FieldServio Sales/CRM ties directly into your operations for complete business visibility.
Easy Proposal Creation. Create sales proposals and have your customer signoff electronically.
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.
End to End Efficiency
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.
Powerful Reporting. Sales reports that give your team the critical information they need in a flexible and configurable view.
Pipeline Management. View your sales pipeline in one simple place.
Outlook Integration. The ability to tie to your outlook email or sales events and opportunities.
Sales Events Management. Handle your sales events from an easy to use sales calendar and reports.
Configurable Sales Opportunities. The power to configure your opportunities to fit your workflow. Capture the information you need.