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Average Ratings 45 Ratings

Total
ease
features
design
support

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

OctopusPro is an all-in-one field service management solution that empowers mobile and home service businesses with seamless scheduling, booking, invoicing, and workforce management. Designed for industries like cleaning, landscaping, pest control, healthcare, and automotive services, OctopusPro enhances efficiency by automating operations and improving customer interactions. With features like real-time tracking, automated notifications, secure payment processing, and online booking, OctopusPro minimizes admin tasks while maximizing productivity and revenue. Its customizable interface adapts to businesses of all sizes, making service management effortless. Join thousands of professionals who rely on OctopusPro to streamline their workflows, boost customer satisfaction, and scale their businesses effortlessly.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

2Checkout
Apple Pay
Checkout.com
Eway
FORM OpX
Google Calendar
Google Maps
Google Wallet
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft Teams
PayPal
QuickBooks Online
Samsung Pay
Stripe
Twilio
WePay
Xero

Integrations

2Checkout
Apple Pay
Checkout.com
Eway
FORM OpX
Google Calendar
Google Maps
Google Wallet
Mailchimp
Microsoft 365
Microsoft Azure
Microsoft Teams
PayPal
QuickBooks Online
Samsung Pay
Stripe
Twilio
WePay
Xero

Pricing Details

$25 per user per month
Free Trial
Free Version

Pricing Details

$10 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FORM.com

Founded

2002

Country

United States

Website

www.form.com/products/field-sales-management-app/

Vendor Details

Company Name

OctopusPro

Founded

2011

Country

Australia

Website

www.octopuspro.com

Product Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Carpet Cleaning

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Limo

Accounting / Payroll
Customer Management
Dispatching / Navigation
Driver Management
Job Dashboard
Pricing Management
Reservation Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Alternatives

Alternatives

Helios Reviews

Helios

Kale Logistics Solutions