[ Geopointe Reviews ](https://www.g2.com/products/geopointe/reviews) [ Geopointe Reviews ](https://www.g2.com/products/geopointe/reviews) # Geopointe Features ##### ## Before the Job (1) Roles Allows users to see tasks according to permissions and roles. Show More ##### ## On the Job (9) Location Tracks employee location to ensure timeliness. Employee Communication Enables communication within the app from manager to field service employee. Behavior Monitoring Monitors behavior in the field. Field Sales Includes some ability to serve as a sales and ordering application. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Multi-Location Manage and support multiple locations Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Show More ##### ## After the Job (7) Reports Creates reports that reflect field performance either as a team or individually, to review productivity. Analytics Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. CRM Integrations Integrates with CRM software to monitor all aspects of the customer relationship. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Reports Alter the layout and content of reports Show More ##### ## Data Management (5) Data Capture Ability to input geographic data into GIS. Data Storage Store vast amounts of data in a variety of ways, such as individual files, databases, geodatabases, or the cloud. Data Manipulation Ability to make edits to data as the landscape changes. Data Visualization Bring data to life in a 2D or 3D format. Data Capture and Transfer Import, collect, and capture data from multiple sources Show More ##### ## Map Creation (4) Geocoding Assign locations to significant addresses so they may placed as points on the map. Buffer Zone Query Select a point on the map and display data within a certain radius. Overlaying Visualize different forms of data in one single image. Publishing Ability to take all of the collected data and publish it into one map. Show More ##### ## Analysis (12) Spatial Analysis Ability to read data to make informed decisions and predict patterns. Reporting Export information on a specific data in the map. Real-Time Streaming Study data in live time to analyze any changes happening in the location. Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Statistical Analysis Apply statistical/mathematical models to sets of data Predictive Analytics Predict future data based on historical data sets Distance Analysis Select a point on the map and display data within a certain radius. Spatial Analysis Use data to gather information about a specific location's geographic features. Data Stream Study data in live time to analyze any changes happening in the location. Demographic Data Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Trade Area Analysis Show More ##### ## Cartography (5) Geographic Maps Visualize locations on a map Vector Mapping Create a map made up of points and lines that may have additional information assigned to them. Data Visualization Ability to translate data and metrics into charts, graphs, and other ways to communication information. Overlaying Visualize different forms of data in one single image. Data Mapping Track the management and flow of data throughout the organization Show More ##### ## Reporting (4) Data Transformation The ability to convert the format of source data to one required for the reporting system. WYSIWYG Design Easily design and refine dashboards and reports. API Integrations Integrating APIs that allow you to customize your tool as needed. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Routing (3) Master Routing Matches customer requests with routes and driver or vehicle availability. Default Routes Define default routes per customer, geography, type of vehicle or type of cargo. Route Assignment Routes can be assigned to drivers individually or by batch base on criteria such as qualifications or experience. Show More ##### ## Scheduling (4) Master Schedule Defines schedules for a geographical area, customer group, or type of delivery. Constraints Define and implement constraints such as maximum distance or number of required stops. Adjustments Administrators can override schedules when unexpected changes occur. ETA Estimated time of arrival can be shared with customers and adjusted when needed. Show More ##### ## Optimization (3) Priorities Allows users to establish and change priorities for routing activities. Real-Time Updates Receive system updates as soon as any changes are made Dynamic Routing Adjust routes based on company constraints and customer requirements. Show More ##### ## Analytics (4) Performance Analyse the performance of different routes or schedules. Time & Costs Track time (for travel, load/unload, etc.) and the associated costs. Productivity Monitor driver productivity based on KPIs such as time to destination. Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Show More ##### ## Territory Mapping (3) Custom Territory Mapping Allows users to control of the sizes, shapes, and quantites of sales team areas Strategic Selling Allows users to map your customers to strategically incorporate them into your canvassing and field sales Automatic Rep Assignment Automatically assigns reps to new sales opportunities that are within their current territories Show More ##### ## Route Planning (3) Lead Priority Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts Optimized Sales Routes Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. Map Directions Provides users with live directions en route to the final destination Show More ##### ## Sales Performance Management (3) Gamification Provides users with engaging sales competitions Performance Dashboards Provides field sales statistics for all sales reps Sales Rep Tracker Provides data on the data on the performance and whereabouts of reps in the field Show More ##### ## Presentation and Forms (3) Video and Interactive Media Provides video capabilties that field reps can use during field sales calls Digital Contracts Allows field reps to create digital contracts within the software E-signature Allows users to collect e-signatures within the software Show More ##### ## Generative AI (3) AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Field Service Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (210) Work Order Management Creating, assign, and track jobs and/or tasks for work orders Checklists An itemized to do list that can be edited as tasks are completed Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Parts Management Track parts inventory levels and manage re-stocking Service History Track work performed and resources used for past customers, sites, or assets Residential Properties For residential properties Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Customizable Forms Customize contracts and forms to collect specific information Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices Dispatch Management Manage sending personnel and resources to a site as needed Task Scheduling Track and manage the scheduling of tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Technician Management Oversee technicians and track their assigned work orders Status Tracking Track the status over time for a request, process, asset, or transaction API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Job Management Manage and track all job information and associated tasks Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Reporting Active reporting of data and metrics Commercial Properties Designed to serve commercial properties Real-Time Data Receive data and information in real time Historical Reporting Information, data and reports that are being tracked over time Contract/License Management Track, store, and access client contracts or licenses Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Inventory Management Track and manage inventory levels to maintain proper supply Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Routing Plan daily routes to optimize employee scheduling and provide directions Forms Management Store, manage and track all forms in a centralized location Chatbot AI-based platform which conducts a conversation via auditory or textual methods Documentation Management Manage product specific documents in a categorized order File Storage Store and access documents, forms, and photos in one centralized place Electronic Signature Digitally sign online documents Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Resource Allocation Assign available resources to various projects and tasks GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Quotes/Estimates Generate quotes or estimates for customers Scheduling Plan availability and assign specific time slots for tasks and resources CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Online Time Clock Track/log the amount of time employees worked per job using a timer Workforce Management A set of processes to optimize the productivity of its employees Activity Tracking Track and document all activities across devices, networks, and other systems Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Price and Cost Calculations Calculate rule-based prices for a product/service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Equipment Tracking Track the location of specific equipment at all times Data Capture and Transfer Import, collect, and capture data from multiple sources Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Data Storage Securely stores data to prevent data loss or breaches Location Tracking Identify the physical location of an individual, asset, device, etc. Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Chat/Messaging Communicate using direct chat or messages within the system Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Electronic Payments Electronically collect payments for goods or services Customer History Access previous interactions or concerns to maintain customer relationships Inventory Control Monitor product stock levels Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Client Portal Private online space that lets businesses securely share documents and provide information access to clients Driver ETA Generate estimated arrival times for drivers to keep back office or customers informed Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Customer Management Store and organize information about customers and previous interactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Work Order Creation Create a new work order Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Recurring Appointments Schedule repeating appointments based on a duration of time Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Access Controls/Permissions Define levels of authorization for access to specific files or systems Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Color Codes/Icons A way to visually represent data where different categories of items are marked with different colors Map Creation Create custom maps Geographic Maps Visualize locations on a map Location Tracking Identify the physical location of an individual, asset, device, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Internet Mapping API Application programming interface that allows for integration with other systems/databases Map Sharing Share maps with internal and external stakeholders Third-Party Integrations Set up connections to third-party platforms to improve business processes Interoperability The ability of two or more systems to exchange information or data. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Image Management Support for uploading and retaining image files in the cemetery records database Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Geotargeting Geographic location of visitors determines behavior of the software Labeling Data Collection Process of gathering, measuring, and analyzing accurate data Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Geolocation Determines the location of a device using GPS or an IP address Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Import/Export Import and export data to and from software applications Multi-Location Manage and support multiple locations Census Data Integration 3D Imaging Representation of any object in 3D Data Mapping Track the management and flow of data throughout the organization Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Mobile Access Access software remotely via mobile devices Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Billing & Invoicing Create, manage, and send invoices or bills to customers Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Scheduling Plan availability and assign specific time slots for tasks and resources Driver Management Track all personnel who operate company vehicles GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Electronic Signature Digitally sign online documents Dispatch Management Manage sending personnel and resources to a site as needed Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Employee Management Track employee schedules, availability, and performance across projects and tasks SMS Messaging Send messages via SMS Territory Management Organize customer data and accounts by user or geography Order Management Manage and track customer orders for goods, investments, or any other purchases Live Driver Tracking Track driver locations on a map in real time Delivery Tracking Track item deliveries through dispatch notifications, status and location tracking, and ETA updates Third-Party Integrations Set up connections to third-party platforms to improve business processes Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Fuel Tracking Monitor and track fuel consumption and costs Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Inventory Management Track and manage inventory levels to maintain proper supply Status Tracking Track the status over time for a request, process, asset, or transaction Shipping Management Manage and track orders being shipped to customers Transportation Management Organize and track the physical movement of goods from one location to another Order Tracking Track orders throughout the fulfillment process Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Reports Alter the layout and content of reports Geotargeting Geographic location of visitors determines behavior of the software Ad hoc Reporting Generate one-off reports that meet information requirements Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Analytics Analyze and gain insights into data in real-time Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Tracking Track and document all activities across devices, networks, and other systems Geocoding Converting human-readable addresses into geographic coordinates Widgets An extended application or connector that enables users to perform additional services with their current set of tools Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Behavioral Analytics Track and analyse user behavior within a system or network Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Data Import/Export Import and export data to and from software applications Multi-Location Manage and support multiple locations Database Support Supports common databases such as MySQL and Oracle 2D/3D Designing Designs generated in either 2D or 3D format Customer Segmentation Process of dividing customers into groups based on common characteristics Geofencing Virtual perimeter for a real-world geographic area Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Single Sign On Allow users to access multiple services after entering their login credentials once CAD Tools Computer aided design to create precision drawings or technical illustrations Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Location Tracking Identify the physical location of an individual, asset, device, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Mobile Access Access software remotely via mobile devices Access Controls/Permissions Define levels of authorization for access to specific files or systems User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Heatmaps A visual display that uses a color spectrum to show how visitors interact with areas of a web page Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Customer History Access previous interactions or concerns to maintain customer relationships Document Storage Store and organize documents in a centralized system Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Lead Capture Automatically identify and save contact information of potential customers Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Third-Party Integration Addition of necessary external data, applications, tools, or features Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. API Application programming interface that allows for integration with other systems/databases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Management Manage, store and organize emails within the system or via third-party apps Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Customizable Forms Customize contracts and forms to collect specific information Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management Manage, organize, and store contact information Dispatch Management Manage sending personnel and resources to a site as needed Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Mobile Access Access software remotely via mobile devices Activity Tracking Track and document all activities across devices, networks, and other systems Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Sales Activity Management Define, track, and/or automate sales activities and sales processes Commission Management Tracking, calculating, and paying commissions and earnings to employees Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Territory Management Organize customer data and accounts by user or geography GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ## Top-Rated Alternatives [ ![Badger Maps](https://images.g2crowd.com/uploads/product/hd_favicon/1c352cd642a852f57af40084e5aaa079/badger-maps.svg "Badger Maps") Badger Maps 4.7/5(339) ](https://www.g2.com/products/badger-maps/reviews) [ ![SalesRabbit](https://images.g2crowd.com/uploads/product/hd_favicon/1525125263/salesrabbit.svg "SalesRabbit") SalesRabbit 4.5/5(433) ](https://www.g2.com/products/salesrabbit/reviews) [ ![Esri ArcGIS](https://images.g2crowd.com/uploads/product/hd_favicon/1530900667/esri-arcgis.svg "Esri ArcGIS") Esri ArcGIS 4.5/5(540) ](https://www.g2.com/products/esri-arcgis/reviews) [ View All Alternatives ](https://www.g2.com/products/geopointe/competitors/alternatives) Geopointe Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d18706f261550452ee9eb3b03ab39871/salesrabbit.png "Product Avatar Image") SalesRabbit 4.5/5(433) [ Compare Now ](https://www.g2.com/compare/geopointe-vs-salesrabbit) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d58dae37ba235f74d23eb274396668e0/badger-maps.png "Product Avatar Image") Badger Maps 4.7/5(339) [ Compare Now ](https://www.g2.com/compare/badger-maps-vs-geopointe) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_bf759656c2fc2418d024f021d5828442/esri-arcgis.png "Product Avatar Image") Esri ArcGIS 4.5/5(540) [ Compare Now ](https://www.g2.com/compare/esri-arcgis-vs-geopointe) ##### Categories on G2 [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[Location Intelligence](https://www.g2.com/categories/location-intelligence)[Field Service Management](https://www.g2.com/categories/field-service-management) [Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[Location Intelligence](https://www.g2.com/categories/location-intelligence)[Field Service Management](https://www.g2.com/categories/field-service-management)[Field Sales](https://www.g2.com/categories/field-sales)[GIS](https://www.g2.com/categories/gis)[Route Planning](https://www.g2.com/categories/route-planning-software) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which food safety management solutions that customers recommend deliver measurable ROI within six months?](https://www.g2.com/discussions/which-food-safety-management-solutions-that-customers-recommend-deliver-measurable-roi-within-six-months)[Which earned wage access software is the best for reducing employee turnover and increasing engagement for hourly workers who live paycheck to paycheck?](https://www.g2.com/discussions/which-earned-wage-access-software-is-the-best-for-reducing-employee-turnover-and-increasing-engagement-for-hourly-workers-who-live-paycheck-to-paycheck)[Most reliable cloud backup software for companies](https://www.g2.com/discussions/most-reliable-cloud-backup-software-for-companies) [What campaign performance analytics and candidate quality metrics do the best programmatic job advertising platforms provide so talent teams can continuously improve rather than just set and forget?](https://www.g2.com/discussions/what-campaign-performance-analytics-and-candidate-quality-metrics-do-the-best-programmatic-job-advertising-platforms-provide-so-talent-teams-can-continuously-improve-rather-than-just-set-and-forget)[Which virtual desktop infrastructure (VDI) solutions address the most common pain points mentioned by managers?](https://www.g2.com/discussions/which-virtual-desktop-infrastructure-vdi-solutions-address-the-most-common-pain-points-mentioned-by-managers)[Pros and Cons Details](https://www.g2.com/products/geopointe/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)