Features
Customer Management
Build stronger relationships and manage every client connection seamlessly with FieldPie’s all-in-one platform.
Customer Data Management
- Keep all essential customer details—contact info, location, and identifiers—organized in one place.
- Structure your database with smart tags, categories, and customer codes for effortless searching and segmentation.
- Add unlimited custom fields to capture the exact customer data your business needs.
Customer Insights & History
- View a customer’s history in one place, including past visits, orders, and interactions.
- See their location on a map, which makes it easier to plan routes and on-site visits.
- Understand what has already been done and what should happen next before you call or visit.
- Use customer segmentation and targeting to group customers by behavior, location, or value so your team focuses on the right people at the right time.
Customer Management Tools
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Work anywhere with online/offline mobile access for uninterrupted field updates.
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Let field workers capture accurate customer details on-site, reducing back-office fixes.
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Give clients secure access to view jobs, invoices, and reports—fewer support calls, more transparency.
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Improve satisfaction with real-time visibility and quick QR-based feedback surveys.
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Export customer lists anytime for reporting or integration with other tools.
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Keep daily work simple with customer info that’s easy to find, share, and update.
Lead Generation
Turn inbound interest into real business growth with simple, AI-powered lead generation.
- Convert website and campaign traffic into real opportunities with AI-powered lead capture tools.
- Create websites easily with AI and embed online booking or contact forms into your site.
- Turn every request into a new lead inside your FieldPie account automatically.
- Manage, qualify, and convert leads in the built-in CRM with faster response times and less friction.
Other Features
What Our Clients Say About FieldPie
We used to take notes of every visit in notebooks and then digitize them back at the office. Now, with FieldPie, I can record everything instantly regardless of whether I'm in the field or not. I can easily capture photos, chemical information, and customer notes. This system has significantly saved us time.
We have periodic maintenance agreements that require us to visit clients regularly each month. I used to rely heavily on a calendar to avoid missing appointments. Now, FieldPie sends us reminders, ensuring we arrive on time. Our customers are pleased, and we enjoy greater peace of mind.
FieldPie allows us to assign tasks, track representatives via GPS, and easily capture in-store data. The mobile app performs exceptionally well, even offline. Clients love the instant reports, and the dashboard provides us with real-time insights. It has simplified everything from forms to follow-ups.
We now manage quotes, bookings, and dispatch from a single platform. Our techs love the mobile app, especially its offline mode. Customers receive updates via text or email, and follow-ups are automated. The introduction of real-time reporting has made a significant difference.
FieldPie has taken a paper intensive business and streamlined every aspect. Efficiencies were created that I didn’t even know existed. We can take on so much more business, with our existing structure, all because of FieldPie.
As a sales organization, visibility is everything. FieldPie gives us a unified view of all visits, order history, photos, and store performance metrics. My reps walk into every meeting knowing exactly what happened last time and what to prioritize next. We’ve shortened our sales cycle and increased repeat orders across multiple regions.
