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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.

Description

Increase your revenue while cutting down on expenses by eradicating data redundancy and transitioning to a digital format for field ticket production. Streamline operations by substituting paper and disparate applications with a cohesive mobile interface that allows for the collection of labor hours, equipment usage, materials, production details, ticket signatures, and photographs right from the worksite. Labor time can be conveniently logged through a mobile device for individual employees or in bulk, ensuring that data entry is efficient and straightforward. By utilizing Vista lookups, you can maintain synchronization of phases and jobs, avoiding discrepancies. The adaptable review and approval processes promote both accuracy and promptness, while digital signatures enhance accountability in your workflow. Additionally, eliminate delays and reduce communication hurdles by enabling the creation of field purchase orders or requisitioning inventory materials directly from the job site, thereby optimizing the entire operation. Ultimately, this comprehensive approach not only enhances productivity but also fosters a more organized and efficient working environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage Yes 
FastDraft No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Lumber No 
Mailchimp Yes 
Pipedrive Yes 
Salesforce Yes 
Zendesk Yes 

Integrations

Adobe Marketo Engage No 
FastDraft Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
Lumber Yes 
Mailchimp No 
Pipedrive No 
Salesforce No 
Zendesk No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Insycle

Founded

2016

Country

United States

Website

www.insycle.com

Vendor Details

Company Name

Viewpoint

Country

United States

Website

www.viewpoint.com/products/viewpoint-field-management

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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