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Description
Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.
Description
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API Access
Has API
No
API Access
Has API
No
Integrations
FORM OpX
Yes
MYOB AccountRight
No
Microsoft 365
Yes
Microsoft Azure
Yes
Microsoft Teams
Yes
QuickBooks Accountants
No
Xero
No
Integrations
FORM OpX
No
MYOB AccountRight
Yes
Microsoft 365
No
Microsoft Azure
No
Microsoft Teams
No
QuickBooks Accountants
Yes
Xero
Yes
Pricing Details
$25 per user per month
Free Trial
No
Free Version
No
Pricing Details
$17 per user per month
Starter
Perfect for businesses with a smaller number of jobs per month
Perfect for businesses with a smaller number of jobs per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FORM.com
Founded
2002
Country
United States
Website
www.form.com/products/field-sales-management-app/
Vendor Details
Company Name
Geo
Founded
2019
Country
Australia
Website
try.geoop.com
Product Features
Data Entry
Abbreviation Detection
No
Data Capture and Transfer
Yes
Data Cleansing
No
Data Entry Verification
No
Data Search Flexibility
No
Duplicate Detection
No
Flexible Search
No
Image Entry
Yes
Library Conversion
No
Mis-Keyed Variation Detection
No
Phonetic Variation Detection
No
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Retail Execution
AI / Image Recognition
No
Collaboration Tools
No
Data Collection
No
Inspection
No
Pricing / Placement Optimization
No
Product Education
No
Product Promotion Strategy
No
Retail Site Audit
No
Workforce Management
No
Retail Management
CRM
Yes
Commission Management
Yes
Email Marketing
Yes
Employee Management
Yes
Loyalty Program
Yes
Mail Order
Yes
Merchandise Management
Yes
Multi-Location
Yes
Order Management
Yes
Purchase Order Management
Yes
Reporting/Analytics
Yes
Returns Management
No
eCommerce
No
Survey
Custom Survey URLs
No
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
No
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
Appointment Scheduling
Appointment Reminders
Yes
Automated Scheduling
Yes
Calendar Sync
Yes
Client Database
Yes
Group Scheduling
No
Mobile Access
Yes
Multi-Location
No
Online Booking
No
Online Payments
Yes
Recurring Appointments
Yes
Room Booking Management
No
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Carpet Cleaning
Billing & Invoicing
Yes
Customer Management
No
Dispatch Management
No
Equipment Tracking
No
Mobile Access
No
Online Booking
No
Scheduling
Yes
Work Order Management
No
Electrical Estimating
Billing & Invoicing
No
Change Orders
No
Cost Database
No
Project Management
No
Quotes / Proposals
No
Takeoff
No
Employee Communication Tools
Activity / News Feed
No
Audio / Video Conferencing
No
Blogs
No
Chat / Messaging
No
Employee Directory
No
Event Calendar
No
File Sharing
No
Knowledge Management
No
Newsletter Management
No
Surveys & Feedback
No
Employee Scheduling
Appointment Management
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Employee Database
Yes
Group Scheduling
Yes
Messaging
Yes
Mobile Access
Yes
Payroll Management
No
Reporting/Analytics
No
Resource Management
Yes
Schedule Distribution
Yes
Scheduling
Yes
Shift Scheduling
Yes
Shift Swapping
Yes
Time Clock
Yes
Time Tracking
Yes
Vacation / Leave Tracking
Yes
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
No
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
No
Technician Management
No
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
No
Commercial/Industrial
No
Cost Database
No
Data Import / Export
No
Equipment Maintenance
No
Financing Management
No
Labor Rates
No
Quotes/Proposals
No
Scheduling
No
Takeoff
No
Locksmith
Billing & Invoicing
Yes
CRM
No
Dispatch Management
No
GPS Tracking
Yes
Inventory Management
No
Mobile Access
Yes
Payment Processing
Yes
Scheduling
Yes
Work Order Management
Yes
Pest Control
Billing & Invoicing
No
Customer Service History
No
Dispatch Management
No
Fleet Management
No
Inventory Control
No
Mobile Access
No
Pest Activity Tracking
No
Pesticide Usage Tracking
No
Property Layouts
No
Quotes / Estimates
No
Scheduling
No
Plumbing Estimating
Change Orders
No
Commercial / Industrial
No
Cost Database
No
Data Import / Export
No
Fitting Management
No
For General Contractor
No
Overhead Costs Estimating
No
Prebuilt Assembly
No
Quotes / Proposals
No
Takeoff
No
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
No
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
No
Group Scheduling
No
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
Yes
Online Scheduling
No
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
Yes
Room Booking Management
No
Security System Installer
Billing & Invoicing
Yes
Customer Management
Yes
Document Imaging
Yes
Inventory Management
Yes
Job Costing
Yes
Lead Management
No
Quotes / Estimates
Yes
Scheduling
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
No
Customer Database
Yes
Inventory Control
No
Job Management
Yes
Job Tracking
No
Mobile Access
Yes
Routing
No
Scheduling
No
Self Service Portal
No
Service History Tracking
Yes
Technician Management
No
Work Order Management
No
Time and Expense
Activity Tracking
No
Billable Hours Tracking
No
Billing Rate Management
No
Expense Tracking
No
Invoice Processing
No
Multiple Billing Rates
No
Project Tracking
No
Reimbursement Management
No
Time Tracking by Client
No
Time Tracking by Project
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
