Field Sales Management Software

CRM That Delivers

FieldCircle is field sales employees and work order management solution enabling businesses to work better, faster and smarter, leading to improved efficiency and revenue
sales management

Empower Your Field Force and Derive Incomparable Results

Smart Scheduling

Smart Scheduling

  • Smart planning and scheduling calendar board.
  • Manage all resources and word-orders, tasks, events in one place.
  • Resource allocation based on real-time route planning & route optimization.
Estimates & Work Order Management

Estimates and Work Order Management

  • Easy leads, opportunities and customer management.
  • Quick estimates and work order creation with easy clicks and dropdown.
  • Paperless reporting and on-the-go data access for effective SLA fulfilment.
Invoices & Accounts Management

Invoices and Accounts Management

  • Quick invoicing and automated payment reminders.
  • Online payment and recording (single, split, electronic & credit card transfer).
  • Integration with third party tools – Quickbooks, Xero etc.
Services & Products Management

Services and Products Management

  • Quick invoicing and automated payment reminders.
  • Online payment and recording (single, split, electronic & credit card transfer).
  • Integration with third party tools – Quickbooks, Xero etc.
Employee & Role Management

Employee and Role Management

  • One secure place to manage and organize all employees, roles and hierarchy.
  • Easy timesheet and location based tracking; and attendance validation.
  • Employee work history and infographics for performance evaluation.
Actionable Business Reports

Actionable Business Reports

  • Smart reporting based on numerous factors.
  • Smart actions, on-the-go data enabling risks identification and quick response.
  • Smart Analytics, identify challenges, performance issues and improve efficiency via intelligent analytics.
sales management

Field Service Solution

As a top rated field service schedule management software and field service work order management software, we make field service teams become more efficient and profitable.
service solution mockup

Service Solution

Smartly schedule and track your on-the-move workforce by ensuring they reach work-order location on-time, with right information and equipments, with minimum travel-time to complete the job resulting in lesser cost, risk, along with effective reporting and invoicing. Schedule a demo

FieldCircle – Mobile Apps Solution

FieldCircle mobile app is available on both iOS and Android (smartphones and tablets). FieldCircle’s field sales mobile apps come as a one-stop-solution, allowing all stakeholders to use it.
mobile apps solution-mockup
  • Controlled Access – Allowing employees to perform their field / non-field work activities on-the-go, on-time and smartly.
  • Geo-tagging – Geo-tagged clock-in/clock-out, work-orders / tasks etc.
  • Data Submission – Paperless submission of timesheets, job reports, payment info etc.
  • Collaboration – Instant messaging and alerts / notifications for various activities.
  • Online and offline support – App saves all the data when in remote or low reception areas and auto-syncs while having good connectivity; ensuring data security and integrity.

FieldCircle Features – Module-wise How FieldCircle is applicable in different field service processes and benefits you.

Features

  • Managing leads and tracking all the communication with them.
  • Doing need analysis and value proposition to identify the opportunities.
  • Managing multiple contacts with a customer account.
  • Managing customer account with their business and contract documents.

Benefits

  • Removing duplicates from the system by merging contacts.
  • Keeping an eye on the progress of lead conversion into opportunities.
  • Getting the valuation of each opportunity and analyze the same.
  • Managing all the relevant documents at one place.
  • Get timely notifications of expiration of business licences, certifications and contract documents.

Features

  • Record query from the customer and action taken on it.
  • Manage quotations and their version history.

Benefits

  • Keep track of the various versions of the revised quotations at a place.
  • Timely handling queries and reduce the response time.
  • Effective communication by tracking the communication and any specifications.

Features

  • Manage multiple business branches/offices in the system.

Benefits

  • Keep track of the employees business branch wise.
  • Help in job scheduling and managing attendance business branch wise.

Features

  • Manage product, product categories and stocks.
  • Manage third party vendors i.e. supplier, distributors and manufacturers.
  • Manage purchase orders and sales orders.

Benefits

  • Maintain the inventory at the centralized level.
  • Easily record deals, payments and contacts of the vendors at one place.
  • Help in keeping track of purchase and sales orders.

Features

  • Manage, organize and control the jobs.

Benefits

  • Manage the pricing associated with the work order.
  • Manage business hours associated with the work order.
  • Track job assignment of the work order.
  • Get Insights of work order progress.

Features

  • Auto schedule jobs by assigning it to the staff automatically.
  • Time Management of the jobs and staff without conflicting schedule.
  • Monitor the availability of staff through scheduler location wise, date wise, designation wise and on the basis of absenteeism.
  • Monitor and control job schedule in real time.
  • Send annotations for announcement, business closed or no time off.

Benefits

  • Easy to assign jobs with intuitive design.
  • Optimum utilization of resources i.e. staff, tools, equipments and time.
  • Save cost in managing staff in less time.
  • Easy way to track jobs through the system intelligence in real time.
  • Save staff member time by assigning jobs in the nearby location.
  • Save time by sending annotations to declare or announce something specifically to all the staff members in one go.

Features

  • Raise and monitor issues arise during work order processing through ticketing system.

Benefits

  • Raise and monitor issues arising against a customer individually.
  • Monitor issues as a whole and track occurrence frequency of the same.

Features

  • Manage events which are the activities that includes meetings, seminars, conference calls, presentations and similar events.
  • Manage tasks which are the activities to be carried out by the assignee before due date and time i.e. sending mails, calling users.

Benefits

  • Help in time management of daily activities.
  • Easily collaborate for team activities.
  • Help in planning and managing the activities together.

Features

  • Manage and monitor staff timesheet.
  • Manage, monitor and control staff leaves.
  • Manage, organize and control work shifts.

Benefits

  • Easily monitor the working hours of the employees by monitoring their working and break hours.
  • Plan and organize jobs considering the absenteeism.
  • Easily Plan and control the shift timings of the staff on the basis of work type.
  • Effective time management of the staff.

Features

  • Manage and organize the employees.
  • Manage and control roles and designations.

Benefits

  • Easily manage employees and their scheduling, jobs, attendance and access control.
  • Easily manage roles and designation and their access permissions.

Features

  • Manage and send Invoices to customer.
  • Record payments against awaiting payment invoices.
  • Download the invoices in pdf format.

Benefits

  • Effectively manage invoices against each customer and booking.
  • Generate invoices on site for customer.
  • Easily record payments for awaiting payments and update the invoice instantly.
  • Download the invoices in the pdf format and use it anywhere for records.

Features

  • View and organize customized and extensive reports.
  • Export reports from the system.
  • Show summary and graphical representation of the data and information of each module.

Benefits

  • Saves time and enhances communication through customized reports.
  • Automatically generate reports on the basis of real time data.
  • Use reports anywhere by easily exporting report data from the system.
  • Analyze the data and information with advanced analytics to make strategic decisions, growth plans and evaluating the current scenario.

Features

  • Integration with third party tools i.e. accounting tools, call management tools, ERP, CRM, current system or any other tool or application.

Benefits

  • Maintain data integrity throughout the organization by integrating the third party tools and tools currently in use with the system.

Leveraging Field Sales Management Software to Improve Sales Efficiency

FieldCircle is a powerful tool to streamline sales processes. The software enables the sales professionals to set measurable and realistic targets and close sales in a reasonable time frame. Using this intuitive tool, you can create robust customer profiles, identify their requirements, deliver them exactly what they need at the right time and at a sustainable cost.

Field Sales CRM: Innovation with Integration

With FieldCircle, salespeople can optimize their schedule, prioritize their task, and attend the needs of key customers instantly. Our CRM solution is powered by innovation and integration that enables sales professionals to segment data and gain valuable insight out of it. You can track all the communication with customers and adopt a proactive approach to customer handling.

Choose Simple Field Sales Mobile App for Business Empowerment

FieldCircle is intuitive and incredibly user-friendly. It helps the sales team synchronize their activity and quickly share and update information for more collaboration and effective work. Our field sales management app is an excellent choice for businesses looking for a powerful yet flexible solution to manage their sales activities.
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Third Party Integrations FieldCircle comes with various third party integrations, allowing a company to continue with their existing ERPs, CRMs, Shipping Method, Accounting Software and leading Email / SMS services. Given below are details of few and we could help you integrate with any third party system availing APIs.

Accounting

Xero Logo MYOB Logo

Payment gateway

PayPal Logo

Shipping

Emails

Why Choose FieldCircle

With its user-friendly web and mobile portal, you could eliminate all the manual work and move to paperless reporting via managing customers, estimation, employee scheduling, invoicing, analytics. It's all in there and much more, as you get

All-in-one Solution
at your fingertips.

Improved efficiency
and revenue.

Data Security
and Protection

24/7 Support and
Maintenance

Get started today to grow your business. Book a free demo today.

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