Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Fieldguide enhances assurance and advisory services by providing a comprehensive platform for workflow automation and collaboration. Say farewell to mundane tasks and boost your efficiency while minimizing mistakes through automation throughout the engagement lifecycle, encompassing everything from requests to reporting. Are you frustrated with information spread across various unconnected applications? Consolidate your entire engagement process within a unified, cloud-based platform. The landscape of technology has evolved significantly since the 1990s. Ensure you meet the seamless, collaborative experiences your clients demand. You can start utilizing Fieldguide for a single practice or implement it across your entire organization. Designed specifically for contemporary assurance and advisory firms, Fieldguide streamlines the complete engagement workflow digitally on a single, cloud-native platform. With a foundation built by former Big Four professionals and skilled technology experts, our platform has gained the trust of leading CPA firms, ensuring a reliable solution for modern business challenges. As the industry continues to change, adopting such innovative solutions becomes increasingly vital for success.
Description
SpiceX is a tool that enables organizations to connect disparate client data sources and workflows to provide exceptional customer service. Our customers are our greatest asset, and they are our most valuable asset. Low-code platform that enables data integration, case management, workflow management, and workflow management. This platform is the best for helping you transform your customer journey. Combine data from multiple sources into one interface. Your users will have the right data at the right time from the right system. Multiple data streams can be displayed in one view. Data can also be written to any number of connected systems. You can create the perfect platform for you business by combining the best-in class applications for each function into one interface. Instead of trying to find one-size-fits all business processes, use each application for its specific purpose. You can add an extra layer of security by restricting access to systems that are truth.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Adobe Acrobat
Yes
CallRail
No
Dialpad Sell
No
Dropbox
Yes
FedEx Ship Manager
No
Five9
No
GoTo Connect Contact Center
No
Google Analytics
No
Google Calendar
No
HubSpot CRM
No
Integrations
Adobe Acrobat
No
CallRail
Yes
Dialpad Sell
Yes
Dropbox
No
FedEx Ship Manager
Yes
Five9
Yes
GoTo Connect Contact Center
Yes
Google Analytics
Yes
Google Calendar
Yes
HubSpot CRM
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99.70 per month
Purchased in blocks of 10 Users ($997.00/month). Provides full access to the platform including access to the automation suite.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Fieldguide
Founded
2020
Country
United States
Website
www.fieldguide.io
Vendor Details
Company Name
SpiceX
Country
United States
Website
www.spicex.com
Product Features
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Low-Code Development
AI-Assisted Development
Yes
Business Process Automation
Yes
Collaborative Development
Yes
Data Aggregation and Publishing
Yes
Deployment Management
Yes
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
Yes
Performance Monitoring
Yes
Requirements Management
Yes
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
Yes
Workflow Management
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes