CRM
FieldCamp’s CRM is built specifically for field service businesses — giving you a simple, powerful way to manage clients, track history, and personalize every interaction.
9 articles
Managing Files Through Command CentreLearn how to upload and organize files quickly in FieldCamp using the Command Centre.
Client Management in Command CentreCreate, retrieve, update, and delete client records effortlessly with natural language commands.
Seamless Client Management in FieldCampAdd, edit, and delete client records with ease to keep your database accurate and up-to-date.
Pipeline Management in FieldCampEffortlessly track and manage clients through every stage—from lead acquisition to long-term retention.
Using Table and Kanban Views in the Sales PipelineFieldCamp’s Sales Pipeline offers two powerful views — Table View and Kanban View — to help you manage leads, and track deals.
How to Enable the Sales PipelineThe Sales Pipeline feature gives you a dedicated space to track leads, manage deal stages, and visually organize your client relationships.
Adding Custom Properties in CRMLearn how to add custom properties to client records in FieldCamp.
Organizing the Client TableLearn how to efficiently organize the Client Table in FieldCamp. Use filters, sorting, grouping, and custom properties to structure .
Client Card in CRMExplore FieldCamp’s Client Card to access client details, emails, events, and files in one place.