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Corporate solutions for client management
Why do I need a CRM?

10 Best Field Service CRM

Corporate solutions for client management



Field service management is crucial for businesses that rely on mobile workers to deliver services, maintain equipment, and engage with customers. In 2023, several cutting-edge CRM solutions will empower organizations to streamline field operations, enhance customer experiences, and optimize workforce efficiency. 

Field Service CRMs are the backstage conductors for service-based businesses. They manage appointments, track work orders, optimize routes, and keep communication channels open. Picture a technician arriving at your doorstep with the right tools, at the right time, to fix that leaky faucet or install that smart thermostat. Behind this seemingly simple act lies a complex choreography of data: scheduling algorithms aligning calendars, inventory management systems ensuring spare parts availability and real-time updates keeping everyone informed. These CRMs empower field service professionals to deliver exceptional experiences while juggling multiple tasks.

Now, let’s explore some of the top players in this symphony.

  1. CostaRicaCRM –  Best Overall CRM 
  2. Odoo – Best Mobile CRM with E-commerce Functionalities
  3. Synchroteam – Best Mobile CRM with automation tool

Let’s delve into the nitty-gritty of it. 

  1. CostaRicaCRM 

Not all CRM systems are created equal. Some are too complex, too expensive, or too difficult to use. That’s why we recommend Costarica CRM, a simple and affordable CRM solution that is designed for small businesses in Costa Rica.

But Costarica CRM is not just a standalone software. It also integrates with LocalCRM, a platform that connects local businesses with their customers through SMS, WhatsApp, Facebook Messenger, and email. LocalCRM helps you generate more leads, increase conversions, and improve customer loyalty. With LocalCRM, you can create campaigns based on location, interests, behavior, and preferences. You can also send coupons, offers, surveys, feedback requests, and more. By integrating Costarica CRM and LocalCRM, you can create a powerful follow-up system that will boost your sales performance.

Here are some of the features:

  • Compliance with regulations 
  • Integration with payment gateways and accounting systems
  • Customization of workflows and fields according to your business model
  • Lead generation and nurturing from multiple sources
  • Document sharing and analysis for contracts and proposals
  • Customer retention and satisfaction

Rating: 

Pricing

CostaRica CRM offers various packages at different price points. You may contact info@CostaRicaCRM.com for more information about their services.

The best part about the pricing is that you only pay for how much you need.

ProsCons
A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. Odoo

Odoo CRM Odoo CRM, the #1 open-source customer relationship management software, is a game-changer for businesses aiming to streamline their sales activities. What sets Odoo apart is its customer-centric approach. It’s not just about managing leads; it’s about understanding your audience, tracking opportunities, and making accurate forecasts.

With Odoo CRM, you can design custom dashboards that provide a snapshot of your business at a glance. Dive deeper with real-time reports and flow charts that anyone can create and share. Whether you’re scheduling calls, and meetings, or sending quotations, Odoo CRM ensures that your sales team stays organized and efficient.

Here are some of the features:

  • Modern User Interface
  • Mobile Interface
  • Leads Nurturing
  • Lead Scoring
  • Import Leads
  • Online Acquisition
  • GeoIP Detection
  • Assignation Rules

Rating: 4.1/5 (G2 Rating)

Pricing

Odoo CRM offers a free Community edition. The Enterprise edition costs $20/user/month with annual billing or $25/user/month with monthly billing. Individual apps can be added to meet your specific needs. Prices for hosting and other services vary.

ProsCons
Odoo CRM is known for its wide range of functionalities.It offers customization options.It allows you to upload, and manage contacts for the sales team.It provides individual customer follow-up.It has a call center integration.The initial setup and configuration can be complex and challenging, especially for the initial users unaware of the system.Implementing customizations may require technical support.There can be server downtime or technical glitches.
  1. Synchroteam

Synchroteam is a cloud-based field service management (FSM) software that integrates CRM capabilities to streamline operations for businesses managing mobile workforces. It can store and manage customer information, contact details, site locations, equipment history, contracts, invoices, and more.

Overall, Synchroteam offers a comprehensive and customizable solution for field service businesses seeking to improve efficiency, customer service, and profitability through effective CRM and field service management capabilities.

Here are some of the features:

  • Searchable job lists
  • Work progress tracking
  • Detailed customer records
  • Support in 12 languages
  • Mobile application
  • Real-time staff location and mapping
  • Third-party integrations
  • Intelligent Scheduling

Rating: 4.4/5 (G2 Rating)

Pricing

Synchroteam CRM offers a monthly plan at $31 per user/month and an annual plan at $24 per user/month, providing a 21% discount compared to the monthly plan. The prices are per user login and for mobile workers, the license includes access from one device. The first Administrator license is free with one paid mobile worker account required. 

ProsCons
Synchroteam is praised for its intuitive interface that is easy to understand and navigate. It’s simple and quick to implement, and the support is agile and efficient.The system offers a robust inventory management feature that allows you to track stock from the ‘warehouse’ to your cars.The job reports feature allows you to revisit jobs and find out what was done, including site pictures.The permissions for technicians are limited, which might not be ideal for empowered employees or small shops.It’s an inconvenience not being able to perform multiple tasks under the same user account.Some features are missing, such as the inability to search by serial number.
  1. Steer

No coding? No problem! Steer’s CRM lets you build custom field service solutions fast. Automate bookings, schedule technicians, track tasks, and impress customers. No programmers are needed. Ditch paperwork, gain real-time insights, and boost efficiency across any field, from construction to HVAC. Learn in hours, not months, and take the wheel of your field service success.

It’s important to note that Steer is just one option among many FSM software solutions.  To make the best decision for your business, it’s crucial to compare features, pricing, and user reviews to find the software that best aligns with your specific needs and budget.

Here are some of the features:

  • Intelligent Marketing Engine
  • Communication Tools
  • Automated Scheduling System
  • Essential Marketing Tools
  • Reputation Management
  • Fleet Diagnostics
  • Automated Marketing and Communication Platform

Rating: 4.7/5 (G2 Rating)

Pricing

For the most accurate and up-to-date pricing, we recommend reaching out to Steer CRM directly or visiting their official website.

ProsCons
Steer’s intelligent marketing engine targets and segments your existing customers to make sure your ideal customers are visiting on time, every time.Provides a complete suite of marketing automation tools that help build relationships with customers.It has a reputation builder to collect more, high-quality reviews for your shop.It can be expensive to use.There is a steep learning curve.
  1. LeadSquared

LeadSquared CRM is a powerful tool that can help businesses of all sizes manage their customer relationships more effectively. LeadSquared CRM also includes a variety of reports and dashboards that can be used to track the performance of follow-up and scheduling activities.

LeadSquared CRM also can be integrated with popular calendar systems, such as Google Calendar and Outlook. This allows businesses to see all of their scheduled appointments in one place.

Here are some of the features:

  • Lead management
  • Contact management
  • Task management
  • Calendar integration

Rating: 4.4/5 (G2 Rating)

Pricing

LeadSquared offers four plans: Lite, Pro, Super, and Ultimate, with features ranging from lead management to advanced reports. The pricing ranges from $25 to $100 per user per month, varying based on the plan duration. A free trial is also available.

ProsCons
LeadSquared helps businesses reduce lead leakage to zero since the platform captures leads from all channels.Capturing leads is just one part of the equation.The product is easy to use and integration with the product was quite easy.Server issues most of the time may lead to loss of lead activities.For advanced users, there might be limited customization and flexibility.The reporting capabilities are a tad limited in their scope.
  1. Route4Me

Route4Me seamlessly blends CRM capabilities with efficient route planning to streamline your field service operations. Optimize routes, track technicians in real-time, collect customer signatures, and manage schedules—all within one intuitive platform. 

Empower your field teams, boost productivity, and deliver exceptional customer experiences. Unlock a smarter way to manage your field service business with Route4Me. Happy customers, empowered teams, soaring productivity? It’s all here.: Drive your field service to success.

Here are some of the features:

  • Interactive Map Editor
  • Copy and Paste
  • Upload a File
  • Import Data
  • Upload Scan(s)
  • Interactive Map Screen
  • Create and Assign Territories

Rating: 4.6/5 (G2 Rating)

Pricing

Route4Me CRM offers three plans: Route Management at $199/month, Route Optimization at $249/month, and Route Optimization Plus at $349/month. Each plan includes up to 10 team members, with an extra $69/month for additional members.

ProsCons
Provides instantly optimized routes for businesses.It allows you to easily manage customer’s information.Increased ROI for your business through Route4Me’s efficient route planning.The live chat support team is highly knowledgeable and quick to respond.Some users have reported that the software can be slow.Some users have found it not user-friendly.There have been some issues reported with the mobile app.
  1. Housecall Pro

Housecall Pro is like a magic wand for field service businesses, transforming your operation from messy to magnificent. Forget juggling calendars, paper forms, and scattered invoices. This CRM condenses it all into one intuitive mobile app, putting superpowers at your fingertips.

Online booking and digital estimates boost your workflow. Integrations with QuickBooks and other tools let your business hum. Say goodbye to chaos, hello to efficiency and growth. Housecall Pro: field service management made human-friendly.

Here are some of the features:

  • Invoicing
  • Accept Payments
  • Scheduling
  • Pipeline Management
  • Voice
  • Reporting
  • Email Marketing

Rating: 4.2/5 (G2 Rating)

Pricing

Housecall Pro CRM offers three pricing tiers. The Basic tier costs $49 per month and is designed for single users. The Essentials tier is priced at $129 per month and can accommodate 1-5 users. For larger teams of 1-100+ users, the MAX tier is available, but you’ll need to contact Housecall Pro for pricing. Additional features can be added at an extra cost.

ProsCons
Housecall Pro helps facilitate the scheduling, dispatching, and invoicing of all customers.Users find the software extremely user-friendly.The customer service is highly appreciated.Users find the pricing reasonable.Some users mention a learning curve when first using the software.Some users have reported slow performance at times.There have been mentions of issues with the calendar feature.
  1. Dynamics 365

Dynamics 365 CRM for field services empowers your mobile workforce to deliver exceptional customer experiences. Automate scheduling and dispatch, boost first-time fix rates with AI-guided technicians, and wow customers with self-service options and proactive updates. 

Its mobile app keeps everyone connected, from dispatchers to technicians, with real-time data and remote expert support. The result? Happier customers, faster resolutions, and optimized field operations that drive revenue.

Here are some of the features:

  • Advanced Reporting and Analytics
  • CRM and ERP Capabilities
  • App Modules
  • Unified CRM User Interface (UI)
  • Customer Insights
  • Customer Service Hub
  • Learning Paths

Rating: 3.8/5 (G2 Rating)

Pricing

Dynamics 365 CRM pricing varies. Sales Professional is $65/user/month, Sales Enterprise is $95/user/month, and Sales Premium is $135/user/month. Customer Service Professional is $50/user/month, and Enterprise is $95/user/month1. Prices for other modules also differ.

ProsCons
It has a simple user interface that is both clean and uncluttered, making it very easy to learn the techniques of using the CRM System.Can be used whether the data storage in use is on-premises or completely in the cloud.No hardware needs to be purchased for implementing this CRM, reducing infrastructure investments for it, to zero.The licensing system has a “Pay-as-you-go” offer with which the device can be licensed in place of licensing the named users.It takes some training to get up to speed on all functions.The system itself and some customizations can be quite costly.The mobile app is a bit glitchy and does not offer all the features.Data storage limits are very low.
  1. Freshdesk

Freshdesk CRM is a cloud-based software that helps you streamline your field service operations and deliver exceptional customer experiences. With Freshdesk CRM, you can schedule and assign service tasks to your field technicians based on their availability, skills, and location.

Freshdesk CRM for field services is a powerful tool that can help you improve your field service efficiency, productivity, and quality. Whether you are a small business or a large enterprise, Freshdesk CRM can help you take your field service to the next level.

Here are some of the features:

  • Support ticket system
  • Customization
  • Team collaboration tools
  • Knowledge base setup
  • Analytics and Reporting
  • Omnichannel support

Rating: 4.4/5 (G2 Rating)

Pricing

Freshdesk CRM offers a range of pricing options to suit different business needs. The “Growth” plan is priced at $15 per user per month, billed annually. For more advanced features, the “Pro” plan is available at $49 per user per month, billed annually. For businesses requiring comprehensive solutions, the “Enterprise” plan is offered at $79 per user per month, billed annually.

ProsCons
Freshdesk is a cloud-based customer service software that helps businesses of all sizes to deliver customer support.It converts requests coming in via email, web, phone, chat, and social into tickets, and unifies ticket resolution across channels.It is very easy to use.It offers integrated ticketing, chat, and phone support.The software can be expensive, especially for chatbots.Advanced reports have a steep learning curve.The user interface (UI) is a bit bulky, especially for relatively smaller screens (laptops).
  1. Upkeep

Upkeep CRM is an Asset Operations Management solution that helps you scale your business by giving you the tools and information you need to run your operations efficiently and effectively. 

Upkeep CRM is more than just a field service management software; it’s a complete solution that integrates asset, inventory, and work order management, preventive maintenance, reporting, and analytics. It is hosted on cloud, meaning it can be accessed from anywhere in the world as long as you have a stable internet connection.

Here are some of the features:

  • Work Order Management
  • Preventative Maintenance (PM)
  • Predictive Maintenance (PdM)
  • Materials Management
  • Equipment Breakdown Reports
  • Approval Management
  • Task Templates

Rating: 4.5/5 (G2 Rating)

Pricing

UpKeep CRM provides three pricing tiers to cater to different business needs. The Starter plan costs $45 per user per month, billed annually. For more advanced features, the Professional plan is available at $75 per user per month, billed annually. For larger businesses requiring comprehensive features, the Business Plus plan is offered at $120 per user per month, billed annually with a minimum requirement of 5 users.

ProsCons
UpKeep helps regulate tasks and set up deadlines, making work more efficient.It provides a platform for workers to interact, ensuring tasks are accounted for.UpKeep is accessible on various devices including phones and PCs, making all project information readily available.UpKeep is great at helping compile facility management information in one central location that is easily accessible to different users.It has been difficult to learn the use of upkeep.Some users have reported issues with emails going to junk mail.While UpKeep offers a lot of functionality out of the box.

What is a CRM for Field Service?

CRM for Field Service is a software solution that helps businesses manage their customer relationships and field service operations. It provides a central repository for customer information, including contact details, service history, and equipment records. It also automates tasks such as scheduling work orders, dispatching technicians, and tracking job progress.

What are the types of Field Services?

Field Services is a broad term that encompasses a wide range of services that are performed at a customer’s location, rather than at a fixed business premise. Some of the most common types of Field Services include.

  • Installation and repair services. These services involve installing, repairing, and maintaining equipment and machinery used by businesses and consumers.
  • Maintenance and inspection services. These services involve regularly inspecting and maintaining equipment and machinery to ensure they operate safely and efficiently. 
  • Emergency services. These services provide rapid response to emergency situations, such as fire, flood, and natural disasters. 
  • Sales and marketing services. These services involve promoting and selling products and services to customers at their locations. Customer support services. These services provide technical support and assistance to customers who are using products and services.

How much does a CRM for Field Service cost?

The cost of CRM for Field Service varies depending on the size and complexity of your business, as well as the features and functionality you need. However, you can expect to pay anywhere from $50 to $300 per user per month. Here are some of the factors that affect the cost of CRM for Field Service. 

  • Number of users
  • Features and Functionality
  • Deployment options
  • Support

How CRM can be used in Field Service?

CRM can be used in Field Service in a variety of ways, including

  • Managing customer relationships. CRM can help businesses to track customer interactions, service history, and equipment records. 
  • Scheduling work orders and dispatching technicians. CRM can help businesses automate the scheduling and dispatch process. 
  • Tracking job progress. CRM can be used to track the progress of jobs in real time.
  • Managing inventory. CRM can be used to track inventory levels and ensure that technicians have the parts and supplies they need to complete their jobs.
  • Generating invoices and reports. CRM can be used to generate invoices and reports, such as time-tracking reports and customer satisfaction surveys. This information can be used to improve business operations and customer service.

What are the advantages of CRM for Field Service?

  • Improved customer satisfaction. It helps businesses to provide a more personalized and efficient service experience. 
  • Increased technician productivity. CRM can help businesses automate many of the administrative tasks associated with Field Service, such as scheduling work orders, dispatching technicians, and tracking job progress.
  • Reduced costs. It can support businesses to reduce costs in a number of ways. For example, by optimizing resource allocation and improving first-time fix rates, businesses can reduce the need for expensive rework.
  • Gained insights into customer needs and trends. It can aid businesses to gain valuable insights into customer needs and trends. By tracking customer interactions and service history, businesses can identify common problems and areas for improvement.

What are the disadvantages of CRM for Field Service?

  • Cost. CRM systems can be expensive to purchase and implement. This can be a barrier for small businesses with limited budgets.
  • Complexity. CRM systems can be complex to set up and use. This can require significant training for employees, which can be time-consuming and costly.
  • Data security. CRM systems store a lot of sensitive customer data. This data needs to be protected from unauthorized access and use. Businesses need to have adequate security measures in place to protect their CRM data.
  • User adoption. It is important for employees to adopt CRM in order to reap the benefits. If employees do not use the system, it will not be effective. Businesses need to make sure that employees understand the benefits of CRM and are properly trained on how to use it.

Why is CRM important in Field Service Business?

Imagine a sports team. CRM is like the game plan for a sports team. Without a game plan, the team would be lost and confused. CRM does the same thing for Field Service businesses. It provides a roadmap for how to best serve customers and improve business operations. Without CRM, Field Service businesses would be more likely to experience problems such as customer dissatisfaction, technician inefficiencies, increased costs, and lost revenue. It also guarantees:

  • Customer satisfaction
  • Technician productivity
  • Reduced costs
  • Insights into customer needs and trends

What CRM practices should a Field Service avoid?

  • Not having a clear strategy. Before implementing CRM, it is important to have a clear strategy for how it will be used to improve customer satisfaction, increase technician productivity, reduce costs, and gain insights into customer needs and trends. 
  • Choosing the wrong CRM system. There are many different CRM systems available, so it is important to choose one that is designed specifically for the Field Service industry.
  • Not training employees on how to use the CRM system. Employees need to be properly trained on how to use the CRM system in order for it to be effective. Without proper training, employees may not use the system correctly or at all.
  • Not keeping data up-to-date. CRM data needs to be kept up-to-date in order to be accurate and useful. If data is not kept up-to-date, it can lead to errors and inefficiencies.

What are the things to consider in a Field Service CRM?

  • Features and functionality. Make sure the CRM has the features and functionality you need to manage your Field Service business effectively. This may include features such as work order management, scheduling, dispatching, tracking, invoicing, and reporting.
  • Integration. Your CRM should also integrate with your other business systems, such as your ERP system, accounting system, and customer support system. This will help to streamline your business processes and eliminate duplicate data entry.
  • Deployment options. CRMs can be deployed on-premises, in the cloud, or as a hybrid solution. Choose a deployment option that meets your needs and budget.
  • Pricing. CRM systems range in price from a few hundred dollars per month to tens of thousands of dollars per month. Choose a CRM system that fits your budget and provides the features and functionality you need.

Is the Field Service CRM a good innovation for the Field Service industry?

Yes, Field Service CRM is a good innovation for the Field Service industry. It offers a number of benefits that can help Field Service businesses improve their operations and provide a better customer experience.

Field Service CRM is a must-have for any Field Service business that wants to stay ahead of the competition and provide a superior customer experience.





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