---
title: FieldSalesPro Reviews
meta_title: 'FieldSalesPro Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how FieldSalesPro works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 2
  scale: '5'
date_modified: '2026-06-07'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# 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.


## 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?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A31%3A06+-0500&secure%5Bsession_id%5D=0982d668-6aaf-4212-98f0-fbcf7213aabf&secure%5Btoken%5D=cb309d92bb5bae01739d813a9764a8c29a9c6c72231bfcbeea0b5b1981436673&format=llm_user)

## FieldSalesPro Features
**Content**
- Automation
- Marketing Automation

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

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

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

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

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

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

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

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