Field Pros

Field Pros CRM is a cloud-based customer relationship management (CRM) software designed to streamline and optimize business operations in the service industry. According to the vendor, this CRM solution is suitable for companies of all sizes, ranging from small startups to large enterprises. HVAC companies, landscapers, roofing companies, construction companies, and tree care companies are just a few examples of the professions and industries that the vendor says can benefit from Field Pros CRM's capabilities.

Key Features

Lead Management: According to the vendor, Field Pros CRM allows users to keep track of all leads, identify their sources, and potentially convert more deals by effectively managing and nurturing leads.

Estimating: The vendor claims that Field Pros CRM simplifies the estimation process with accurate and quick estimates using templates, potentially preventing loss of money due to incorrect quotes.

Project Management: Field Pros CRM aims to help users efficiently manage jobs, costs, inventory, and expenses associated with each project, potentially enabling better decision-making and accurate bidding.

Invoicing & Payments: According to the vendor, Field Pros CRM seamlessly integrates with existing accounting software like QuickBooks, allowing users to generate professional PDF invoices, track payments, and send reminders for outstanding invoices.

Scheduling & Routing: Field Pros CRM provides tools for effective scheduling and management of team and individual schedules, as well as optimization of job routes using state-of-the-art routing tools powered by Google Maps, according to the vendor.

Marketing Automation: The vendor claims that Field Pros CRM can automate marketing campaigns by integrating with popular marketing software like Mailchimp, consolidate marketing data within the CRM, and facilitate communication with customers through email and SMS.

Inventory Control: According to the vendor, Field Pros CRM offers inventory management features, including tracking inventory levels and receiving automatic reminders for low stock, as well as managing prices.

API Integrations: Field Pros CRM is said to easily integrate with other services and software, supporting most third-party tools and software for seamless data exchange and enhanced functionality, according to the vendor.