Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Field activity management software is essential for companies employing outside sales representatives, merchandisers, or retail auditors. This innovative solution allows businesses to monitor customer visits made by their field reps through a smartphone app. Users can view the GPS locations of their representatives and keep track of the time they check in at various sites. By planning and optimizing customer routes, companies can save valuable time and resources. Additionally, the software enables users to log their mileage and manage business expenses efficiently. Representatives can also take photos and jot down notes during their visits to enhance communication and record-keeping. This functionality significantly reduces the need for off-hours reporting, as managers can easily track when field sales reps check in at each location. The system also facilitates the collection of timesheet data, ensuring accurate documentation of business expenses and mileage. With GPS validation, businesses can confirm their reps' movements and access detailed photo reports and visit notes. This user-friendly browser application requires no installation on computers, making it accessible for everyone. Navigating customer rounds can often be complex for both field representatives and their supervisors, and frequent visits to multiple locations can diminish profits due to fuel costs and time spent, as well as lost opportunities for sales. By utilizing this software, organizations can streamline their operations and maximize their field teams' effectiveness.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Google Calendar
Yes
Microsoft Excel
No
QuickBooks Online
Yes
Stripe
Yes
Zapier
Yes
Integrations
Google Calendar
No
Microsoft Excel
Yes
QuickBooks Online
No
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
$15 per user per month
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
No
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
No
Vendor Details
Company Name
FieldStacker
Founded
2025
Country
United States
Website
www.fieldstacker.com
Vendor Details
Company Name
VisitBasis
Founded
2013
Country
United States
Website
www.visiteye.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
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No