Insightly CRM vs AEX Field Services

Choose the flexible CRM for fast-growing companies. Insightly Customer Relationship Management (CRM) and project management is a modern, cloud-based platform built for scaling businesses. Growing teams rely on Insightly to manage customer relationships, leads, sales opportunities, marketing campaigns, and projects in one unified system. Automatically score leads, send timely follow-up, and track every stage of your pipeline with confidence. The Insightly platform is flexible, customizable, and accessible via web browser and mobile app, helping teams stay productive and turn more leads into sales.

Focusing on automation of field service, asset and mobile workforce management, Field Squared enables enterprises with a large, distributed field workforce to digitally transform, automate and streamline field service operations, from the frontline to back-office systems. Field Squared is flexible, scalable and purpose-built to optimize the efficiency of your mobile field workforce—online or offline. Unlike single-solution software on the market, Field Squared is easily configurable to your business needs now and, in the future, across any industry. Features & Capabilities: • Work order management • Digital mobile Smart Forms for field data capture • Scheduling, dispatching and route optimization • Asset management and maintenance • Mobile workforce management • Customer experience management and notifications • Real-time in-app messaging and collaboration • Field service reporting, analytics and business intelligence Benefits: • Utilize work order management, scheduling/dispatching and advanced routing capabilities • Enable real-time in-app messaging and collaboration across your work orders, field service as well as asset management jobs • Capture field data, from photos to barcode scans, signatures and more, with digital work order forms • GPS team location tracking of your field workforce and assets in real-time – know where your field technicians are and where they have been, including a historical replay of their tracks • Map team locations in real-time and schedule or adjust routes as needed • Easily access customer work orders and history with a light CRM built-in • View a calendar of upcoming work order jobs • Access context-sensitive operating procedures to help get the job done right the first time • Manage and maintain assets via our native hierarchical asset registry • Works offline and online, automatically syncing changes when connectivity is restored • Leverage the Workflow Engine to quickly create automated workflows across your field service operations—from routine to highly complex processes • Integrate your back-office systems for seamless orchestration of notifications, events and follow-up actions as they happen in the field, such as ERP, CRM, AI/analytics tools, HR programs, GIS, outage management solutions (OMS), support ticketing software, and more. • Create automated approval workflows