# FieldSalesPro Reviews
**Vendor:** CRMIT Solutions  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 2
## About FieldSalesPro
FieldSalesPro is a mobile app to accelerate field sales engagements with prospects and make your first impression count. FieldSalesPro organizes and improves efficiency, of key sales processes, including quote management and sales performance analysis. Features: \* Works seamlessly in online and offline modes \* Extends products and customers from Salesforce.com that can be favorited to access offline \* Products can be tagged to prospects for quick access during meetings \* Schedule meetings with adequate insights for decision makers, real time product catalogs, media, documentation, collateral and price offers \* Conduct and capture meeting proceedings, attendee participation, interest level and action items effectively \* Intuitive, real time and near time analytic for effective planning, learning across team members \* Integrates with Salesforce.com




## FieldSalesPro Reviews
  ### 1. FieldSalesPro Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jody O. | In-House Sales/Customer Service Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 21, 2021

**What do you like best about FieldSalesPro?**

It has the needed features that allow me to feel like I have an added edge in competing for customer's business.  I love how it lets me optimize a route when traveling.

**What do you dislike about FieldSalesPro?**

I cannot think of a feature that I do not like for this app.

**What problems is FieldSalesPro solving and how is that benefiting you?**

It makes traveling for my work a breeze and takes out the guesswork.  I also like how I can keep needed documents readily available quickly.

  ### 2. Sales Review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 26, 2021

**What do you like best about FieldSalesPro?**

It helps with the entire sales process. It helps from an organizational standpoint and sets up abilities to update each account.

**What do you dislike about FieldSalesPro?**

If there was a reminder system regarding the follow-up on accounts. Also, there is value in things being manual, but if it wasn't purely manual on our end but automated.

**What problems is FieldSalesPro solving and how is that benefiting you?**

Making sure the accounts that I reach out to have all the variables included making sure I have the appropriate information and contacts allocated.


## FieldSalesPro Discussions
  - [Can I change my package?](https://www.g2.com/discussions/can-i-change-my-package) - 1 comment, 1 upvote
  - [What happens when my trial ends?](https://www.g2.com/discussions/what-happens-when-my-trial-ends) - 1 comment, 1 upvote
  - [Can I purchase for one month?](https://www.g2.com/discussions/can-i-purchase-for-one-month) - 1 comment, 1 upvote

- [View FieldSalesPro pricing details and edition comparison](https://www.g2.com/products/fieldsalespro/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-20+09%3A06%3A38+-0500&secure%5Bsession_id%5D=4a513054-df48-4d10-8c73-4f3556967970&secure%5Btoken%5D=2c6d57b384b5511f9fb1c783cc38fda2b29af0617a53afa7d23b5158cfb6a71d&format=llm_user)

## FieldSalesPro Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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