FieldAssist vs. OptCRM Comparison Chart

Resco Field Sales+ is a no-code mobile solution designed to help sales teams manage customer data, track opportunities, and streamline order processing, all while on the move. Tailored for industries like retail, manufacturing, and professional services, it ensures your team can work efficiently both online and offline. With offline functionality and secure data synchronization, your team can access and update customer information, orders, and reports—even in remote or low-connectivity environments. Customizable dashboards, route planning, and automated reporting simplify workflows and help you stay focused on closing deals. For businesses and partners, Field Sales+ provides tools to optimize sales operations, extend CRM capabilities, and equip teams with reliable, mobile-first technology. Whether you’re processing orders, tracking leads, or analyzing sales performance, Resco Field Sales+ ensures your team has everything they need to succeed in the field.

Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports.

FieldEdge, formerly Desco, is an innovative service management software for the service industry. FieldEdge gives your service business the edge it needs to stand out in your market with its comprehensive set of productivity and customer management tools. The platform offers businesses the ability to connect and organize job scheduling and technician dispatching, manage customers and jobs, view performance dashboards, and sell smarter.

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

Kickserv is a top-rated field service management software built with service businesses in mind. For as low as $19 per month, service-based businesses can take advantage of a plethora of tools for managing leads, estimates, team schedules, jobs, invoices, and payments. Users can also automate emails to all of their leads, send promo campaigns to customers, integrate to leading accounting platforms, and so much more. Local service businesses are in high demand and customers may make service requests at any time of the day or night. Do not let those requests go unnoticed or cause scheduling conflicts. Kickserv’s field service management software can help you keep all of your jobs in order so that you can assist every client in need while also streamlining operations. We will help you boost productivity and maximize every growth opportunity without sacrificing the quality of your work or customer service.

Plexxis serves subcontractors who seek tight team cohesion and high performance backed and fully supported by knowledgeable in-house services. Coupling cloud construction management software, on-premise and hosted solutions, we unite operations, estimating, accounting and field apps on a single technology stack that enables live feedback between bidding, field and finance. With more than 30 years of experience, our solutions have been uniquely shaped to serve subcontractors ONLY. As a result, we have a first-hand understanding that the communications between your systems, spreadsheets, and apps MUST be transparent... and that means moving PAST integration to create a seamless and efficient environment for projects management, accounting, estimating and production. With Plexxis, there are NO “bolt-ons” and no requirement to purchase outside systems. We simply deliver a high-efficiency workflow across all specialty subcontractors’ functions - simply.

30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX!

Introducing BlueFolder – Your Ultimate Service Management Solution Unlock the full potential of streamlined service management with BlueFolder, the comprehensive software designed to empower your business. Whether you're a field service provider, maintenance team, or IT support organization, BlueFolder is your go-to solution for optimizing workflows, enhancing customer satisfaction, and boosting efficiency. Key Features: Intuitive Work Order Management Dispatch and Scheduling Customer Relationship Management (CRM) Mobile Accessibility Billing, Invoicing, and Payments Asset/Equipment and Contract Management Customizable Reporting Integration Capabilities Choose BlueFolder and experience the transformation of your service management operations. Elevate customer satisfaction, increase efficiency, and drive success with the power of BlueFolder at your fingertips.

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

Service Autopilot by Xplor, the premier business management software for lawn care, cleaning, snow removal, pest control, and pool services industries, has helped thousands of entrepreneurs conquer their dreams by automating their business for quick, long-term growth.