---
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. 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?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-12+20%3A21%3A49+-0500&secure%5Bsession_id%5D=57343f17-2658-49c0-b153-1f7206bc2bf4&secure%5Btoken%5D=d5586cb3cb77facbb866f17da442fcd97b0d09c3234995f253ddc486f22ee87f&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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