13 Best CRMs For Field Service - Switch On Business

The table below shows a quick price comparison of all the Field Service CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Pipedrive	$24	14 day
Quickbase	$35	30 day
Microsoft Dynamics 365	$65	30 day
LeadSquared	Not stated	No trial available
Apptivo	$20	30 day
Method CRM	$15	14 day
FieldEdge	Not stated	No trial available
Joblogic	$50	No trial available
Synchroteam	$29	14 day
Striven	$35	7 days
ForceManager	$14.50	15 days

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Salesforce

They claim to offer the number one CRM that caters for field service which provides a customer-centric platform.
It stores a range of information including customer, resource and asset data in one platform.
They provide a mobile app that is available on Android and iOS that works online and offline.
The CRM provides your mobile workers with access to the CRM and reduces the admin tasks that they need to undertake.
You can utilize the AI autopilot to improve your workflow and streamline your processes.
It can support your dispatchers’ productivity through the Dispatch Console to create and update resource absences and availability to enhance schedule efficiency.
The CRM can also track your assets and monitor service outcomes to ensure your assets are appropriately maintained.
It also offers visual remote assistance to help speed up resolutions and guide customers through the resolution.
They provide real-time data with the ability to assess your KPIs and forecast using the data collected.
Offers a 30-day free trial of the CRM to allow you to familiarize yourself with the software before committing to it.

Website: https://www.salesforce.com/uk/service/field-service-management/

2. Zoho CRM

Offers software that helps to provide seamless field operations and improve customer experiences which is available as an extension of their CRM.
It is designed to assist you in managing and streamlining your field operations and marketing.
It is an all-in-one CRM which brings together your sales, marketing and services together in one platform.
The software can help optimize all aspects of your business and reduce redundant tasks to improve productivity.
It can assist with servicing with simplified work order management and managing schedules through the Dispatch Console.
You can organize all your customer data including details, history and assets in one central location for all to share.
The CRM can help you to qualify and nurture your leads as well as monitor their progress through the sales journey.
It can assist you in planning and running marketing campaigns and personalize your communications.
You can analyze sales performance and run reports to increase productivity and revenue.
Access a 15-day trial and a demo of the software at no charge to learn more about it.

Website: https://www.zoho.com/fsm/

3. Pipedrive

They offer a CRM for field service to help sales reps organize and track customers on the road.
It is designed to enable you to track opportunities, monitor your performance and boost efficiency.
The CRM is customizable so you can create a platform that works for your business including custom fields, processes and integrations.
They provide a mobile app so your field team can access real-time information.
The CRM tracks and lets you visualize the stages that your customers are at in the journey using pipeline management.
It stores all your contact information, interactions and payment history in one place with an intuitive dashboard to view it.
You can easily assign and dispatch through automatic assignment which will route jobs to the right rep.
It can assist with tracking and streamlining team activities so nothing gets missed.
You can utilize your customer data to gain insights about your performance and boost sales.
You can sample the software on a 14-day free trial.

Website: https://www.pipedrive.com/en/industries/crm-for-field-service

4. Quickbase

Offers field service management software that helps track all your client and project information.
The software is accessible from any location on any device to support your field teams.
It helps to organize your data and ensure that your teams have the most up-to-date and accurate information.
The software can assist with managing your processes and workflows to streamline your operations.
It is a customizable platform that requires no code to tailor the software to meet your needs.
The CRM can store all your contact details and interactions including emails, calls, meetings and sales activities.
It can be integrated with other software to extend its capabilities.
You can manage and monitor your projects using customizable dashboards that use drag-and-drop functionality.
It enables you to create comprehensive reports from your data so you can gain valuable insight.
Offers a 30-day free trial of the software.

Website: https://www.quickbase.com/solutions/field-service-management-software

5. Microsoft Dynamics 365

They offer field service software that can help transform your service operations and improve customer experiences.
It is designed to centralize customer data and support field workers with information wherever they are.
The software provides work orders for field staff as well as support information to resolve issues in the field.
It can automate your communications with service reminders and notifications by email and text messaging.
They provide a customer portal that enables self-service scheduling and view appointments.
It can help you to gain insights from customers with automated personalized surveys.
You can streamline your processes using AI assistance to make process improvements.
The software also offers vendor and contract management, scheduling and resource dispatching, and returns processing.
It also enables you to analyze the performance of your teams and business, and monitor progress.
You can access a 30-day free trial of the software to learn more about it.

Website: https://www.microsoft.com/en-gb/dynamics-365/products/field-service

6. LeadSquared

Offers field management software to assist you in efficiently managing your field teams.
It enables you to manage your entire field team and automate their schedules.
The software can automatically check in and check out your team on jobs to track their schedules and stops throughout the day.
You can utilize it to assign new meetings and tasks to your field agents based on preselected criteria.
It can send notifications to agents and reminders about tasks to ensure that everything is completed.
The software can capture all your leads including calls, SMS and online channels.
It enables your agents to work offline when there is no internet connectivity.
You can run reports on your data and team to track progress and performance.
It can be integrated with other apps and tools to increase its capabilities.
You can book a demo of the software to learn more about it.

Website: https://www.leadsquared.com/field-management-software/

7. Apptivo

They offer a built-in field service platform within their CRM that can assist with improving your operational efficiency.
It supports your field operations with a mobile app so field teams can access customer information from anywhere at any time.
The mobile app also includes field assistance such as map integration and in-person signature.
It assists with workflow management by providing custom workflows and step-by-step processes for tasks to support your teams.
The CRM can help with your dispatch calendar and scheduling work based on skillsets, availability and job type.
It enables you to stay connected with your customers so you can increase their lifetime value.
They provide communication tools to keep customers informed which include email and SMS messages.
You can gain insights through the intelligent dashboard which includes agent performance, forecasts, job information and customer satisfaction.
Real-time analytics can provide data to support informed decisions, assist with streamlining operations and improve efficiency.
They offer a 30-day free trial of the software or you can schedule a demo to see what it can do.

Website: https://www.apptivo.com/solutions/field-services/

8. Method CRM

They claim to offer the number one CRM for QuickBooks field service management which can simplify your business processes.
It is designed to support businesses from job scheduling to invoicing.
The CRM can support faster estimates and invoices as it enables field technicians to produce them on the spot.
The mobile app enables field technicians to view customer information and history easily wherever they are.
It can synchronize with QuickBooks to provide accurate and up-to-date information and reduce data entry.
The CRM supports scheduling and dispatching jobs to improve your service delivery and reduce response times with routing details.
You can create and send invoices through the mobile app and accept payments to allow you to get paid faster.
It can also streamline your equipment and asset management to help you to track them.
They provide reporting and tracking facilities so you can get real-time information about jobs, performance and revenue.
Offers a 14-day free trial of the CRM so you can experience its capabilities before committing to it.

Website: https://www.method.me/industries/field-service-management-software/

9. FieldEdge

They claim to offer the number one software for home service contractors which can help you to save time and win more work.
It is designed to aid your technicians by equipping them with the tools to provide better customer service and generate bigger tickets.
They provide a mobile app so that field teams can access all the information they need remotely.
It can assist with scheduling and dispatching to help streamline your processes.
You can manage all your customers in one place and share information with all teams in real time.
It can store all customer information including service agreements and pricing.
The software can be set up to send reminders to ensure you don’t miss anything.
You can access reports to understand your business better and your performance.
It can be integrated with other software including QuickBooks to reduce data entry.
You can schedule a demo of the software to learn more about it.

Website: https://fieldedge.com/ppc/aw/fieldedge-v1/

10. Joblogic

Offers a field service CRM that helps you to deliver exceptional customer experience.
It centralizes your customer information as well as service information, jobs, billing details, payment history and more.
The CRM is cloud-based so it can support field-based staff as it can be accessed through mobile devices.
It provides an online portal for clients to interact with your business and access job status, updates and notifications.
You can set up automated email alerts to notify customers of an engineer’s arrival time.
The CRM enables you to dispatch the right resource at the right time and place to achieve a first-time fix.
It can optimize your engineers’ productivity with more efficient scheduling and route optimization.
You can streamline your operations using the CRM to improve workflow automation and more effective resource management.
Offers a dashboard that enables you to track your performance, monitor KPIs and visualize what is happening in your business.
They offer a free demo of the software to show you what it can offer.

Website: https://www.joblogic.com/en-us/field-service-crm-software/

11. Synchroteam

They offer a CRM that is designed for field service that is adaptable to your business requirements.
It makes it easy to maintain up-to-date customer information that can include site and service information.
The CRM offers a single screen overview which includes customer geocoding, job history, equipment, quotes, invoices and projects.
A customer portal is available to allow them to create jobs and access information.
You can organize and tag clients with custom tags to aid filtering and reporting.
The CRM can be tailored to your needs with custom fields so you can record everything you need in the database.
They also offer route optimization, mapping and GPS tracking, scheduling and dispatch, and job management.
You can also add their payment processing module to enable you to collect payments whilst on-site.
It can be integrated with over 2,000 apps which can be synchronized and increase automation.
You can utilize the 14-day free trial of the CRM to learn more about it.

Website: https://www.synchroteam.com/product-tour-customers.php

12. Striven

They offer an all-in-one software solution that caters for field service management.
It combines CRM, scheduling and dispatching, inventory management, operations, accounting and more in a single interface.
It is designed to connect your field operations with your office so that they all have the same information on customers through a mobile device.
Their software is customizable and responsive so that it can meet your organizational needs.
They provide automation to assist you in streamlining your processes and work more efficiently.
It can assist with work order management, scheduling and dispatching, advanced time tracking, and the ability to load job site photos.
They can offer automated processes which include workflows for an estimate to job.
It offers real-time analytics about your services and performance.
They provide onboarding support, training and technical support to clients with support staff available 24/7.
A 14-day free trial is available to allow you to sample the software without commitment.

Website: https://www.striven.com/the-best-field-service-management-software-of-2021

13. ForceManager

They offer a CRM that is designed for sales teams that are out in the field.
It is designed to help you accelerate your sales activities by supporting your remote staff more effectively.
They provide a mobile solution so that sales team members can access and log information no matter where they are.
It can collect all customer interactions including calls, emails, visits and video calls.
You can streamline your processes from end to end utilizing AI to assist you.
The CRM enables you to collaborate with your team and work together on opportunities and your sales pipeline.
The sales pipeline enables you to visualize progress and prioritize tasks for your team.
It can be integrated with a range of business apps to synchronize data and reduce data entry.
You can access reports and analyses on your sales and activities to gain actionable insights.
They offer a 15-day free trial of the CRM so you can see what it can do.

Website: https://www.forcemanager.com/