Turn every opportunity into organized work.
Capture leads, understand where they came from, keep follow-ups organized, and carry promising opportunities into customers, estimates, jobs, and revenue without losing the history behind the conversation.
See every opportunity, stage by stage
From the first call to the won job, your pipeline shows exactly where each opportunity stands — and what needs to happen next.
Maria Gonzalez
No heat in building
Pinecrest HOA
Common area lighting
ABC Manufacturing
Rooftop unit inspection
Greenfield Offices
Commercial rooftop replacement
Riverside Apartments
Water heater replacement
Northside Electric
Electrical panel upgrade
QuickFix Properties
AC replacement
Every source, one pipeline
Leads enter FieldGenius from every channel your business uses — and they all land in the same connected pipeline.
From customer request to organized pipeline
When customers submit a request through FieldGenius Connect or your website, it enters the CRM pipeline as organized context — ready for office review.
A customer request may become a new lead, context for an existing customer, a request requiring office review, an estimate opportunity, or a job. The office confirms any suggested customer match — records are never merged automatically.
Built for field service, not generic enterprise
Every capability in this field service CRM is designed around how service businesses actually work — from the first call to the final invoice.
FieldGenius CRM is built for service businesses. A lead enters with its source and customer context, the office qualifies the opportunity and manages follow-up, estimated value stays visible through the pipeline, and won opportunities can move into customers, estimates, requests, or jobs without losing the history behind the conversation.
Lead Capture
Every inquiry enters the pipeline — phone, web, referral, or Zaro Voice.
Lead Source Tracking
Know exactly where each opportunity came from, from first touch to close.
Lead Assignment
Assign leads to the appropriate owner from the pipeline.
Qualification
Score and qualify leads so your team focuses on the opportunities that matter.
Pipeline Stages
Move opportunities through clear stages — New, Contacted, Qualified, Estimate, Won.
Opportunity Value
Track estimated value per opportunity and see total pipeline value at a glance.
Follow-up Tasks
Never lose track of a follow-up. Tasks stay tied to the opportunity.
Notes
Keep context-rich notes on every lead and opportunity, in one place.
Activity History
See the full timeline — calls, emails, notes, and status changes.
Calls
Log calls and link them to the opportunity and customer record.
Communications
Track every conversation across channels, connected to the lead.
Suggested Customer Match
Suggested matches for office review — a person confirms the association before records are linked.
Estimate Association
Link estimates directly to opportunities so nothing falls through.
Lead Conversion
Convert qualified leads into customers, estimates, and jobs in one step.
Won / Lost Tracking
Track outcomes and reasons so you can learn from every loss.
Close Rate Visibility
See your win rate by source, owner, and stage over time.
Pipeline Reporting
Reports built from the same connected data — no exports, no spreadsheets.
Owner Visibility
See who owns what, what needs attention, and what's at risk.
Office Collaboration
The whole office works from the same pipeline — no silos, no blind spots.
From first inquiry to paid work
The CRM is the beginning of FieldGenius's operating workflow — not a disconnected add-on. Keep the context connected from the moment demand enters the business.
From first inquiry to paid work, keep the context connected.
From the first conversation to the final invoice.
FieldGenius keeps customer context connected from the moment demand enters the business through the work, billing, and service history that follow.
Every call can become organized work.
Zaro Voice captures incoming calls, documents the customer's need, and carries the context straight into your CRM pipeline — so no opportunity is missed, even after hours.
Explore Zaro VoiceTurn every opportunity into organized work.
Start your free trial and see how FieldGenius connects the pipeline to the rest of the business.
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