PieSync
PieSync is a cloud-based CRM solution designed to fill the gap between cloud applications. This powerful solution utilizes Intelligent 2-way Contact Sync technology to sync contacts in real-time between your favorite CRM and marking the applications. It ensures you have the most up to date customer information regardless of where you are and who entered the data.
All kind of things updated in one application is automatically added or updated in other applications. PieSync is designed with all the major features, services, and tools that you need to enjoy a comprehensive solution. It enables account managers and sales teams to manage multiple applications from a single platform.
By integrating the applications, the solution permits the seamless flow of data in a harmonized and transparent tunnel — most of the applications are synced by the program, including CRM, account, and marking. It is a robust cloud-based solution that means it requires no downloading and installation to use.
It’s also remarkably scalable and provides consistent benefits as your businesses grow and change. The solution is designed to eliminate the tedious and time-consuming tasks of contact management. PieSync also removes all the manual data entry tasks by synchronizing data between databases. It works similarly to other CRM solutions, but its advanced features make it better than others.
#1 Forms On Fire
Forms On Fire is a highly innovative forms automation solution specially designed to streamline data collection and workflow management. It is a cloud-based solution known as the best digital replacement to the paper forms used in the field by agents. The best thing about this application is that it gives every company the freedom to brand their solution, including putting a logo on the forms for data collections.
Forms On Fire is a magnificent solution built with on-the-go people in mind. Its offline functionality works for the convenience of the user. Whenever you are in the field without internet connections, the solution will work incredibly well-caching data on the mobile device. The data is then synced with the database and cloud servers once internet connections resume.
Forms On Fire’s cloud-based activity dashboard makes it easier to frequently monitor your field employees’ activities. Its dashboard gives you team performance visibility and the chance to compare all the current activities against those of the previous month, thereby all you to make the right judgments and adjustments.
As compared to other similar solutions, it is quite some and offers all the major features that make it a complete solution. The most prominent features are drag and drop form designer, GPS, image capture, mapping and navigation, pre-built forms, signature capture, customizable email layouts, etc. There are three different price plans; each plan has its own cost and core benefits.
#2 Mobile Field Report
Mobile Field Report is a simple yet powerful communication and field management tool that effectively bridges both agents, representatives, and technicians with their office managers. Industrial companies widely use the solution and filed services providers. It improves overall performance with smart dispatching features and multiple reports and provides users easy and direct access to client information.
This field management and communication platform effortlessly sync technicians with their office, manages resources, and lower costs. Many businesses use mobile Field Report in the services and industrial sector, municipal utilities, HVAC, and medical engineering.
Like all the other similar platforms, it also has a powerful dashboard with some new features and tools. Its most prominent features include quick dispatch, invoice, task management, notes, maintenance scheduler, time tracking on-site and custom notification, etc.