Your field moves forward.
So does your business.
FieldFlow centralizes your teams, customers and data in one sales platform, available as Cloud SaaS or on your own infrastructure.
One shared vision
from sales representatives to executives
ONE PLATFORM. YOUR ENTIRE SALES FORCE.
No more scattered tools.
Move to a unified view.
FieldFlow orchestrates your sales activity without any break between office and field.
Plan intelligently
Organize routes according to priorities, availability and customer potential.
Execute in the field
Give every sales representative the context, objectives and tools needed for each visit.
Manage performance
Track results live, detect gaps and trigger the right actions.
Every visit becomes valuable data.
From preparation to completion, your teams follow a smooth journey that secures data quality.
- Instant customer contextHistory, contacts, opportunities and open items.
- Guided visit reportResults, needs and next actions are always complete.
- Immediate synchronizationManagers receive information as soon as the visit ends.
PreparationCompleted · 09:28
Arrival on siteGeolocated · 09:34
Visit reportEntry in progress
Follow-up actionsTo complete
One platform.
Infinite possibilities.
Every module works together to provide a consistent experience and reliable data.
Management & KPIs
Make real-time decisions with role-based dashboards.
Learn moreField visits
Plan, execute and complete each visit with structured reports.
Learn moreCustomers & contacts
Centralize portfolios, history and key contacts.
Learn moreSales & targets
Track achievements and gaps by team or customer.
Learn moreAdvanced reporting
Turn field data into business decisions.
Learn moreSupport & tickets
Manage priorities, SLAs and conversation history.
Learn moreCustomer satisfaction
Measure scores and identify causes of dissatisfaction.
Learn moreTeams & planning
Synchronize availability and team travel.
Learn moreRoles & security
Control access by profile, team and scope.
Learn moreAudit & traceability
Maintain a reliable audit trail for governance.
Learn moreThe right information,
at the right time.
Lead growth one step ahead.
A consolidated performance view to decide quickly and align teams.
- Consolidated KPIs and trends
- Team and territory comparisons
- Drill-down to field actions
Turn every signal into a management action.
See workload, execution quality and gaps to support each sales representative.
- Visit and report tracking
- Team alerts and priorities
- Individual and collective targets
Less administration. More time to sell.
A simple mobile workspace to organize the day and document every opportunity.
- Priority schedule and portfolio
- Complete customer history
- Fast entry and automated actions
Controlled customer service and platform governance.
Manage requests, profiles, reference data and audits in one environment.
- Priorities, SLAs and ticket history
- Granular profiles and permissions
- Traceability of sensitive actions
Your infrastructure.
Your choice.
Adopt FieldFlow according to your operational, regulatory and IT requirements.
Operate quickly with no infrastructure to manage.
FieldFlow is hosted and maintained for you. Your teams access it anywhere from a secure browser.
- Accelerated go-live
- Updates and maintenance included
- Scales with your workforce
- Secure access and high availability
Keep full control of your environment.
Deploy FieldFlow on your infrastructure or private cloud according to your policies.
- Hosting within your organization
- Control of data location
- Integration with your information system
- Deployment assistance
Business journeys and management capabilities remain consistent. Only hosting adapts to your IT strategy.
Three professional plans,
aligned with your needs.
Choose your plan, create your account and complete payment in a few steps.
Field Starter
Essential field CRM with visits, customers, opportunities and standard reporting.
- Up to 5 users
- 1 CRM instance(s)
- 10 support tickets / month
- Customer accounts
- Contacts
- Leads
- Opportunities
View all features (12)
- Field visits
- Shared calendar
- Documents
- Product catalog
- Standard dashboards
Growth Performance
Complete sales cycle, automation, customer support and advanced reporting.
- Up to 20 users
- 1 CRM instance(s)
- 50 support tickets / month
- Customer accounts
- Contacts
- Leads
- Opportunities
View all features (21)
- Field visits
- Shared calendar
- Documents
- Product catalog
- Standard dashboards
- Quotes
- Sales orders
- CRM invoices
- Advanced pricing
- Support tickets
- Campaigns
- Web forms
- Integrated mail
- Automated workflows
Enterprise Governance
Extended governance, projects, procurement, services and Enterprise integrations.
- Up to 500 users
- 2 CRM instance(s)
- 500 support tickets / month
- Customer accounts
- Contacts
- Leads
- Opportunities
View all features (31)
- Field visits
- Shared calendar
- Documents
- Product catalog
- Standard dashboards
- Quotes
- Sales orders
- CRM invoices
- Advanced pricing
- Support tickets
- Campaigns
- Web forms
- Integrated mail
- Automated workflows
- Purchase orders
- Vendors
- Assets
- Project management
- Project tasks
- Service contracts
- Service catalog
- Inventory management
- Knowledge base
- Activity audit
Your business data.
Highly protected.
FieldFlow embeds security and governance into every workflow.
Rights defined by role, team and portfolio.
Every sensitive operation is attributed and timestamped.
Reference data, profiles and rules managed from one place.
See FieldFlow
in action.
Talk to our team and get a temporary 14-day access.
“One source of data, shared by everyone from the field to management.”
Secure demo in your portal
The FieldFlow demo is restricted to authenticated users. Sign in to the client portal to choose your profile and open the demo.