CRM for field service
Sales reps need to organize and track many moving parts to provide great service on the road. Juggling these tasks without the right tools can lead to lost time and opportunities.
Field service management (FSM) software ensures field technicians always have access to key information when they need it.
Learn how Pipedrive’s field service CRM can help you track opportunities, monitor performance and boost efficiency at every step.
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What to look for in field service CRM software
Here are key features your field service CRM software should provide:
- Pipeline and job management – visualize and track each stage of your customer’s journey and gain total control over your field sales activities with pipeline management software and a high-quality mobile CRM.
- Contact database – view all your customer details, payment history and previous interactions from a single, intuitive contact management dashboard.
- Automatic assignment and dispatching – seamlessly assign new jobs and opportunities. Ensure you route each job to the right rep with automatic assignment.
- Team management – track team's progress, streamline activities and ensure your workers never miss an appointment with sales team management functions.
Pipedrive’s field service CRM features
Access your CRM database on the move
When you’re constantly moving, access to customer information isn’t just nice to have – it’s essential.
Field service management software gives you access to CRM tools from any mobile device.
Download Pipedrive’s user-friendly mobile app to streamline follow-ups, send and receive SMS messages and find sales data wherever you are.
Learn more about Pipedrive’s mobile CRM features.
Get a 360-degree view of your customers
Your field service teams need up-to-date, accurate information to drive deals.
Field service software solutions provide instant access to a customer portal, streamlining sales processes, order management and route planning.
Pipedrive’s customer relationship management software helps users track service history, gain context and satisfy clients before and after appointments.
Learn more about Pipedrive’s customer management software.
Improve productivity with workflow optimization
Managing field service businesses is difficult, especially with teams spread across multiple sites.
Field service operations tools support your technicians while onsite. Stay in touch, track employee activity and get real-time notifications when it’s time to act.
Use Pipedrive to optimize schedules, track worker checklists and assign the right reps to new customer service calls.
Learn more about Pipedrive’s team management features.
Use custom fields to track and engage key customers
While most field service CRMs work well out of the box, they aren’t always set up to manage your unique needs.
The best field service management solutions let you customize your software to meet your needs and preferences.
Pipedrive’s customizable CRM software lets you employ the processes, integrations and custom fields you need to manage field technicians.
Learn more about Pipedrive’s customization features.
Over 400+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Use Pipedrive’s Smart Docs to land more sales
Smart Docs helps field service companies boost customer satisfaction by sending trackable quotes, proposals and contracts while on the road.
Smart Docs is available on Professional, Power and Enterprise plans, or you can add it to the Essential or Advanced CRM plans to generate key documents and get notified when clients open or sign them.
Smart Docs lets you:
Autofill documents with CRM data – create documents quickly by autofilling templates with customer information from your CRM database.
Move deals forward with eSignatures – improve the customer experience and close deals faster by letting clients sign documents electronically.
Integrate with key tools – link your CRM with the most powerful documentation apps, including Gmail, Microsoft and Google Docs.
Learn more about Pipedrive’s Smart Docs add-on.
How Pipedrive helped SiteForce triple its field team and boost profitability
Commercial janitorial company SiteForce wanted a simple CRM solution that would give its employees quick access to the information they needed in the field.
With Pipedrive’s mobile access to customer information and fully customizable pipelines, SiteForce doubled its revenue and tripled the size of its field operations team.
“Having a history of the activities the cleaners do, whether they’re taking time off or if they’re showing up late, helps keep a good timeline on their activity so that I’m able to share all the data with the area managers and they’re able to make better business decisions in regards to our employees.”
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