Perfect for Field Operations of Banking and Financial Services; including Loans, Credit & Debit Cards

Field Force Management,Real Time Field Visibility

Field Force Management with real time visibility

Improve your field operations with real-time field visibility;

  • Monitor all Field activities geo-tagged
  • Better manage work quality
  • Keep in touch with your field force
  • Dispatch the right field force to right task
  • Data from the field will turn into meaningful data on your dashboard

Advanced Analytics and Reporting

  • Advanced reporting will help you to get the most of your field businesses;
  • Powerful dashboard to visualize field activities
  • View every field data; notes, photos, visits and more, in a single platform
  • Stay up to date on what’s past due, what’s coming and what’s been done
  • Keep an eye on the balances
Mobile-Data-Collection

Mobile Data Collection

Easiest way to collect data from the field;

  • Create your own mobile forms
  • Capture photos
  • Access Real-time GPS locations
  • Capture all data whether you’re Offline or Online
  • Share information collected from the field with back office

Team Collaboration and Messaging

Allow your team to send messages and enhance team communication;

  • Communicate with team members instantly
  • Share documents
  • Send announcements
  • Communicate with groups or individuals

Powerful Features Designed to Increase Productivity In The Field

Field Force Management

Monitor and manage your field force and their activities, track any task or activity in detail.

Field Force Planning

Easily make visit plans for your field force and compare them with realized activities.

Auto Schedule & Dispatch

Save more time by automatically scheduling and dispatching work to the right field force based on time, skill, location, and your own business rules.

Custom Forms

Design “mobile forms” easily without coding to collect the data you need, and make them instantly available to your team.

Mobile Data Capture

Pictures, Surveys, Orders, Forms, Documents, and more. Mobilize your field force and collect any data real time, real easy.

Team Collaboration & Messaging

Be in touch and exchange information with all your team members easily.

Purchase Orders

Make sales in the field and manage customer orders easily.

Service Orders

Manage the service order lifecycle and fulfill complex and bundled orders quickly and accurately.

E-Signature

You can upload signatures to any of your activities to provide digital proofs in the field.

Client Management

Bring all your clients together, put information about your leads and keep them up to date in a single database.

Opportunity Management

Drive your opportunity pipeline step by step, either to finalize sales easily or to stop wasting time with bad leads.

Presentations

Easily access presentations from FieldPie and launch them on your mobile device.

Tagging

Manage custom fields and default fields easily by adding tags to your clients, products, services and more.

Product Management

Manage all your products and services in the field easily for a good “sales experience” and “customer satisfaction”.

Activity Management

Maintain a historical record of all activities related to a client or opportunity. This integral part provides an intuitive and visual way of managing daily tasks.

Work Order Management

Allow dispatchers and other users to create, maintain and manage important data contained in the work order.

Notes & Reminders

Create smart notes during your visits. Include reminders into these notes and stop having to remember what actions to take for your next visits. Let FieldPie remind you everything you need to remember.

Photos

Take photos that are automatically tagged with time, location, customer information. Furthermore, add them into your mobile forms to supplement information.

Map Views

Translate the addresses into GPS positions and ensure that records are properly displayed on the map.

Custom Fields

Make your business as unique as your clients and prospects by adding custom fields to individual lead and contact cards.

Data Import/Export (Excel/CSV)

Speed up your operations on transferring data between the database and external files by using this convenient tool.

Easy Integration

Utilize readily available API platform to integrate FieldPie data with your ERP and other 3rd party systems.

Online / Offline Support

Do all your activities in the field without interruption, even if network connection is not available.

Advanced Analytics

Watch the data flow to your screens intelligently from the field to help you make good business decisions.

Quickbooks

Easily integrate customer, invoice, and payment information with QuickBooks

Invoicing

Convert jobs into invoices with a single click.

Planogram

Increase sales, streamline space and floor planning with planogram.