Fieldy - Smart Field Service CRM Software in India & the US
From the first hello, to long-term loyalty, keep your customers hooked, always!
Manage all your customer-related information in one place, from gathering leads and nurturing data to scheduling jobs, services, AMCs, payments, warranties, and more, with Fieldy.
Our field service management CRM comes with an all-in-one dashboard that works like magic, giving you detailed customer insights to build strong rapport with your clients.
CRM SoftwareStrengthen Your Customer Relationships with Our Field Service CRM Software
Don’t just be any field service business. Be the one customers fight over. To impress your clients and win their loyalty, you’ve got to do what they need, and show up even before they think they need you. And for all that, our field service management CRM is just the secret weapon you need.
Here’s a quick glimpse of what Fieldy can do for your business, short, sharp, and worth your time.
Track the Complete Customer Journey with Our Field CRM Software
View all your customer details in one space, with just a single tap on Fieldy. Our field service management software lets you track everything from the last service request to the next AMC renewal, effortlessly.
Sales Pipeline
Fieldy helps you oversee every detail of your entire sales pipeline with ease. Our field service management CRM keeps track of everything, from your initial campaign setup and new lead capture, to follow-ups, quotes, client conversions, invoices, and more.
Customer Profiles
Fieldy’s dashboard helps you quickly find customer profiles by name or organization, and even add new ones on the spot. From customers’ names, locations, and payment history to job records, everything is just a click away.
Customer Communication
Keep your clients informed with real-time alerts and notifications. Whether it’s a job scheduled, an AMC about to expire, or a warranty nearing its end, our FSM ensures your customers are always in the loop. No more missed updates and follow-ups.
Campaign Integration
Creating campaigns in Fieldy and integrating them with your website or social media platforms is easier than ever. And to top it off, our drag-and-drop form builder is both intuitive and customizable, helping you bag new leads, just like that.
Document & Media Uploads
Managing media and documents across multiple platforms? That’s chaos. Fieldy is here to change that by letting you upload before-and-after photos, essential PDFs, job notes, and more, all in one place, stored in the cloud, securely.
Tag & Segment
Tag leads based on their pipeline stage, conversion status, or campaign source. What more? Segment customers by AMC status, engagement history, or other filters. Need to re-engage past clients or send campaigns? Done and dusted with Fieldy.
All in One PlatformTop-Rated Field Service CRM Software in India & the US
Whip up a new customer retention strategy or get a quick status check on your leads, within minutes. Our CRM for field service gives you all the crucial insights you need to make customer relationships last forever.
Whether it’s tracking how many leads a campaign brought in or checking the number of quotes and invoices generated, Fieldy presents it all in its dashboard.
Industries Our Field Service Business Management Software Serves
Our field management software supports a wide range of service industries with flexible workflows, real-time tracking, and productivity-boosting tools.
HVAC
Security Systems
Elevator/Lift
Pest Control
Plumbing
Home Improvement
Electrical
Fire & Safety
Industries
Residential & Commercial Cleaning
Water Purifier/Treatment
UPS Systems
Drainage
Home Appliances/Automation
Painting, Roofing & Windows/Doors
Chimney Services
Laptop & Tech Device Services
Audio Visual Installations
Fabrication Material Supply
Solar Panel Services
Pool, Spa & Carpet Cleaning
TestimonialWhy Our Clients Trust Our Field Service Management Software
We help clients achieve 99% operational efficiency with seamless job tracking, scheduling, and AMC automation.
Customer experiences that speak for them solves
“We provide all kinds of sales and services, especially in the home appliance industry. When we were searching for field management software, Fieldy’s amazing sales team contacted me through cold outreach. They greatly helped with the onboarding process.
Fieldy provides accurate technician tracking and timely AMC management, which has helped us a lot. The detailed demo, pricing, and impressive customer support — everything was simply amazing.”
Frequently Asked Questions
Got questions? Well, we’ve got answers. Here are some of the most commonly asked ones, with answers. If your question isn’t listed here, feel free to reach out to our team.