Our Services
“Independent CRM Experts Helping Businesses Streamline, Automate, and Grow.”
CRM Consultancy Services
At FieldSoft, we provide expert CRM consultancy services to help businesses choose, implement, and optimise their customer relationship management systems. Whether you’re looking to migrate to a new CRM, improve an existing system, or integrate your CRM with other business tools, our specialists deliver tailored solutions that streamline operations, enhance sales processes, and improve customer engagement.
We work with Zoho CRM, Salesforce, SugarCRM, and more, ensuring your CRM is configured to match your workflows, automate tasks, and provide real-time insights. With expert guidance, custom integrations, automation, and ongoing support, we make your CRM work smarter.
CRM Selection Services
Choosing the right CRM system is critical to business success, but with so many options available, it can be overwhelming. FieldSoft’s CRM selection service helps businesses identify the best platform—whether it’s Zoho CRM, Salesforce, SugarCRM, or another system—based on your sales, marketing, and customer service needs.
Our consultants conduct a detailed assessment of your business processes, integration requirements, and scalability needs to recommend the ideal CRM solution. We ensure seamless adoption by providing expert guidance, demonstrations, and implementation planning, so you invest in a CRM that truly supports your growth and efficiency.
CRM Managed Service
Your CRM is a powerful tool, but without ongoing support, optimisation, and maintenance, it can quickly become inefficient. FieldSoft’s CRM Managed Service ensures your Zoho CRM, Salesforce, or SugarCRM system stays secure, optimised, and fully functional.
We provide proactive monitoring, automation enhancements, data integrity checks, and user support, keeping your CRM aligned with your evolving business needs. Whether you need ad hoc assistance or a fully managed package, our team ensures your CRM delivers maximum efficiency, seamless integrations, and real business value—so you can focus on growth, not system issues.
CRM Analytics, Reporting & Business Intelligence
Your CRM holds valuable data, but are you using it to its full potential? FieldSoft helps businesses unlock powerful insights with advanced CRM analytics, automated reporting, and AI-driven business intelligence.
We create custom dashboards, real-time reports, and predictive analytics to help you track sales performance, customer engagement, and business trends. Whether you need CRM-integrated reports, automated alerts, or AI-powered forecasting, we ensure your data works for you. Our solutions seamlessly integrate with Zoho Analytics, Salesforce, SugarCRM, and third-party tools to provide actionable insights that drive smarter decision-making.
CRM Health Check & Audit
Is your CRM underperforming, slow, or difficult to use? FieldSoft’s CRM Health Check & Audit identifies inefficiencies and optimises your system for maximum performance.
We assess data integrity, workflow automation, user adoption, system performance, and integrations to uncover bottlenecks and missed opportunities. Whether you use Zoho CRM, Salesforce, or SugarCRM, our experts ensure your system is secure, streamlined, and delivering real business value.
Don’t let a poorly configured CRM hold your business back—get a comprehensive audit and actionable recommendations to improve efficiency and ROI.
CRM-Integrated Email Marketing
Email marketing is most effective when it works seamlessly with your CRM, ensuring automated, personalised, and data-driven campaigns. FieldSoft specialises in integrating platforms like Mailchimp, Zoho Campaigns, and Salesforce Marketing Cloud with your CRM to enable real-time contact syncing, automated workflows, and advanced segmentation. Whether you need to nurture leads, re-engage customers, or track campaign performance, we ensure your email marketing and CRM work together effortlessly. With expert setup, integration, and ongoing support, we help businesses streamline communication, increase engagement, and drive conversions.
CRM Software Solutions
At FieldSoft, we provide independent CRM consultancy, helping businesses choose, implement, and optimise the right CRM software for their needs. While we can work with any CRM system, our expertise is strongest in Salesforce, Zoho CRM, and SugarCRM. Whether you need custom integrations, workflow automation, or ongoing support, we ensure your CRM is tailored to your business, not the other way around.
Salesforce CRM
Salesforce is the world’s leading cloud-based CRM platform, trusted by businesses of all sizes to manage sales, customer service, and marketing automation. With powerful AI-driven analytics, deep customisation options, and a vast app ecosystem, Salesforce enables businesses to scale efficiently and improve customer engagement.
FieldSoft helps businesses implement, customise, and integrate Salesforce with their existing systems, ensuring a seamless CRM experience. Our expertise in automation, data migration, and reporting allows companies to maximise ROI, streamline operations, and improve decision-making with Salesforce.
SugarCRM
SugarCRM is a highly customisable CRM platform, designed for businesses looking for deep automation, AI-driven insights, and full control over their customer data. Known for its flexibility and open-source heritage, SugarCRM empowers companies to automate sales processes, personalise customer interactions, and integrate seamlessly with existing tools.
At FieldSoft, we help businesses configure, integrate, and optimise SugarCRM to fit their unique sales and customer service workflows. From data migration to automation and reporting, we ensure SugarCRM delivers measurable results, improving efficiency, customer retention, and business growth.
Zoho CRM
Zoho CRM is a flexible, cloud-based CRM solution designed to help businesses streamline sales, automate workflows, and enhance customer relationships. Developed by Zoho Corporation, a global leader in business software, it offers AI-driven insights, customisable automation, and seamless integrations with over 45+ Zoho appsand third-party tools.
At FieldSoft, we specialise in Zoho CRM consultancy, implementation, and support, ensuring businesses optimise their workflows, improve data accuracy, and boost productivity. Whether you need custom configurations, CRM automation, or seamless integrations with finance and marketing tools, we help you unlock Zoho CRM’s full potential.
Unlock the Full Potential of Your CRM
Your CRM should work for your business, not against it. Whether you need expert consultancy, system optimisation, or seamless integrations, FieldSoft ensures your CRM is efficient, automated, and delivering real results. From CRM selection and implementation to ongoing support and advanced analytics, we provide the expertise to streamline operations, improve customer relationships, and drive growth.
📞 Book a Free Consultation Today and discover how we can transform your CRM strategy.
FieldSoft helped me choose and then implement a CRM System for my business; their knowledge is second to none on all things CRM, and we found together the most relevant option for the size of my business. FieldSoft then worked their magic to make it a bespoke tool that I’m very much looking forward to using! If you have any CRM queries, don’t hesitate and get in touch with them!