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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

FieldStacker serves as a web-based CRM and field sales solution tailored for door-to-door sales teams and mobile service providers. Representatives utilize mapping features to manage potential customers, log visits, optimize routes, keep track of appointments, and generate quotes directly at the customer's location. Managers can designate specific territories, distribute leads, monitor field activities through a shared map, and assess sales performance metrics. The platform encompasses essential service tools such as customer databases, quote generation, appointment scheduling, job management, invoicing, and payment processing. Marketing capabilities are robust, featuring customizable business websites, lead generation and scheduling pages, follow-up systems, digital business cards, and promotional postcards. Additional functionalities for tracking mileage, expenses, commissions, and sales coaching bolster team efficiency. FieldStacker is designed for various industries, including alarm systems, solar energy, pest control, roofing, fiber optics, cleaning services, and permanent lighting solutions. Accessible via web browsers and mobile applications, it offers subscription plans that come with a 14-day trial period, allowing potential users to explore its features before committing. This comprehensive approach ensures that both sales representatives and managers have the tools needed to enhance their productivity and achieve business goals.

Description

Geo Rep's software, featuring both an administrative web portal and a mobile app, seamlessly coordinates the essential functions and operations of your field team. This facilitates everything from the monitoring of customer engagements to the automation of daily sales activities, along with delivering critical reports and insights. Simply put, if you're questioning the role of field sales management software, understand it as the pivotal connection among your corporate office, your field sales team, and your customers. Every module, feature, and function is under precise permission control, ensuring each user sees exactly what they need. Our platform allows the creation of custom modules or functions tailored to your needs. Your system is dynamic and self-service, facilitating swift actions and offering custom fields, personalized field naming, and pre-set data. Our global presence is powered by numerous servers strategically located across the globe, hosted on AWS to eliminate latency and resourcing concerns. Your experience is localized, covering aspects like currency preferences and measurement units. Seamless integration with other systems, be it ERPs or Sales data sources, is facilitated through various methods.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Cin7 Inventory Management No 
DEAR Inventory No 
Dynamics 365 Commerce No 
Google Calendar Yes 
IBM Cloud SAP No 
IBM Managed Services for SAP Applications No 
Qlik Sense No 
QuickBooks Online Yes 
SYSPRO ERP No 
Sage Accounting No 
Stripe Yes 
Zapier Yes 

Integrations

Cin7 Inventory Management Yes 
DEAR Inventory Yes 
Dynamics 365 Commerce Yes 
Google Calendar No 
IBM Cloud SAP Yes 
IBM Managed Services for SAP Applications Yes 
Qlik Sense Yes 
QuickBooks Online No 
SYSPRO ERP Yes 
Sage Accounting Yes 
Stripe No 
Zapier No 

Pricing Details

$15/month
Website & Hosting is $15/month. Pro starts at $30/month, or $25/month billed yearly ($300/year). Team starts at $60/month, and Team Pro is $250/month. Every paid plan includes a 14-day free trial with no credit card required. A free digital business card is also available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$29 per user per month
$29 Standard
$46 Professional
$62 Enterprise
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

FieldStacker

Founded

2025

Country

United States

Website

www.fieldstacker.com

Vendor Details

Company Name

Geo Rep

Founded

2016

Country

South Africa

Website

georep.com

Product Features

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management No 
Collaboration Tools No 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates Yes 
Inventory Management Yes 
Invoices Yes 
Lead / Opportunity Management Yes 
Online Payments Yes 
Order Management No 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Product Features

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management Yes 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates Yes 
Inventory Management Yes 
Invoices Yes 
Lead / Opportunity Management Yes 
Online Payments No 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Alternatives

Alternatives

Door to Door CRM Reviews

Door to Door CRM

Management-Ware Solutions