In one easy, mobile-friendly solution, this customer relationship management module provides your sales and service teams a convenient and efficient way to record and track their activities and manage leads and contacts from prospect identification to close and beyond.
Increase Visibility, Close Sales, Improve Customer Engagement
A simple CRM system, Field CRM gives your team a way to create and maintain contact records, track sales opportunities, and provide forecast information to management.
- View and manage sales pipeline and improve forecasting
- Manage contacts, leads, opportunities, and quotes
- Approve and sign quotes immediately from a mobile device
- Upload and attach documents and images to contact records
- Create custom reports for expenses, revenues, sales, and margins
What Users Have to Say
“The ability to monitor a job request closely and in real-time, from start to finish, has been a huge improvement in efficiency.”
– Geoff Westmoreland, CFO, Elite Production Services
FIELD CRM HELPS YOU ACHIEVE GROWTH
EASE OF USE
The intuitive dashboard helps track customers from first day of interest through finalized jobs. Information is updated in real-time and accessible from mobile devices.
The affordable subscription means no large up-front costs or expense to hire or retain IT employees or consultants. Subscribe to what you need without overloading your current system. Add additional modules as needed.
TIME TO IMPLEMENT
Designed with either “plug-n-play” or customized options, you spend only a few hours setting up the program. Data is immediately available, so you can continue to operate your business, seeing benefits right away.
By nature, oilfield service often occurs in rural areas, where service is often spotty, or unavailable. With both mobile and offline capability, work can be performed anywhere at any time, and data synced when access to internet service is available again.
NO TRAINING REQUIRED
Your team members can utilize the software from day one. Specialized training is unnecessary, and the module is logical and easy to follow.
ADAPTABILITY TO PROCESSES AND PROCEDURES
You can create customized forms and workflows that fit your company’s individual needs and processes.
INTEGRATIONS TO CURRENT SOFTWARE/SYSTEM
Oildex Oilfield Services Suite products integrate with most ERP systems, so you are not forced to replace or rework all of your systems. The modules work in conjunction with many established systems and integrations are available as well.
The Oildex Oilfield Services Suite products are designed for immediate subscription and installation. However, if you need a little advice, module customization or want to run an idea by us, we are here to help!
Field CRM Product Brief
Request a Demo
To see a demo, complete the information below and a representative will contact you.