We recommend you try before you buy therefore please download a trial version from this website click here.
Why use our CRM?
Easy to set up and use system for business or home use. One click Microsoft Installer downloads all the items required and all updates are installed automatically.
- Unlimited contacts, unlimited attachments, unlimited groups, unlimited custom fields, there are no limits within the application.
- Free AUTOMATIC upgrades and support for 1 year. Guides and Documentation on the web via http://crm.fieldit.co.uk/
- Professionally written system (Microsoft SQL Server and VB .NET) that does not require additional cost to be able to run i.e. you do not have to purchase other software to be able to use. You can simply use Microsoft SQL Server Epress (Free) which is suitable for most small to medium sized companies.
- Allows you to customize the system to your own requirements. Add custom tick boxes/text fields to the contact record and the job records.
- Store emails, documents (quotations, invoices and much more) set against individual record allowing management of information all in one place.
- Integrates with Microsoft office for easy drag and drop of emails to the contact record.
- Extreemly fast searchable fields allowing the user to manipulate all records for reports/exporting
- Allows all records to be exported in to EXCEL/CSV format ensuring safe storage of data.
- EXCEL exports can be manipulated in bulk and re-imported for data cleansing/quality purposes.
- Job tracking and searching functionality.
- Assign Jobs to partucular users and view as a to-do list stye display task list.
- Track appointments in a shared calendar. Re-occurring appointments catering for weekend/weekday offset.
- System comes with technical support and the ability to add additional users if required unlike a lot of other systems.
- System can be access and updated in offline mode, ideal for when you are out of the office.
- Even though the price is low this product is scalable as it uses Microsoft SQL Server (2005 and 2008) and can complete with products ten times its price due to its unique architecture.
Benefits for Managers
- View activity report (Crystal), split by user, to ensure users are populating your CRM
- Audit what user are accessing your CRM records and what for.
- View summary of total activity on the system.
Benefits for the IT Technician
- Run on a shared Microsoft SQL server for added performance
- XML interface to plug into your internet website or equivilent systems
- Import data in bulk from existing systems using the importer.
- Microsoft Active directory integration
System is sold in units of 1 Licence for "1 CALs (1 PCs or 1 Users), Unlimited Companies/Contacts, Version 3 (v3)". Once you have purchased the software for the correct amount of CALs you will become a registered FieldIT Manager Database product owner and you will be able to activate your software via internet (can be activated in 24 hours of purchase).
For example:
- If you are going to run the system with 4 people accessing the data you will need 4 licences.
- If you are a single trader and only run the system on one pc/laptop you will only need 1 licence.
You may wish to opt for ongoing support past the first year which will entitle you to free upgrades to any new versions released. Support costs around 30% of the purchase price per year and is optional.
By purchasing FieldIT software you agree to the End-User Licence Agreement and Copyright contained within the application.
