Field CRMThe Phoenix D.A.S. software platform and individual modules help companies optimize and automate business processes across the entire organization, from the field to the executive suite.

In one easy, mobile-friendly solution, this module allows your sales team to record all of their activities from prospect identification to close. Functioning as a simple CRM system, the module gives your team a way to create and maintain contact records, track sales opportunities, and provide forecast information to management.

Phoenix Oilfield Software Field CRM Solution

Features:

  • Sales pipeline visibility
  • Sales forecasting
  • Easily accessible customer list
  • Deal and quote management
  • Multiple quotes per lead and contact
  • Follow up calendar
  • Create quotes for existing customers
  • Contact and lead management
  • Ability to sign and approve quotes from mobile devices
  • Advanced documentation per opportunity
  • Creates dispatch ticket for won sales
  • Easily accessible customer list
  • Custom fields
  • Email notifications
  • Upload documents and images
  • Advanced searching and filtering
  • Account customization
  • Module is available offline
  • Export table(s) to Microsoft Excel
  • Integrates with most 3rd party systems

THE Field CRM MODULE CAN BE USED ALONE OR COMBINED WITH OTHER PHOENIX D.A.S. SOFTWARE MODULES DEPENDING ON YOUR NEEDS AND CHALLENGES.

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Phoenix Oilfield Software Solution

The Phoenix D.A.S. Software Platform

Each Phoenix D.A.S. software module ties into a dashboard so you can accurately monitor the metrics that are most important to you. This dashboard provides daily visibility into your business operations to give you a clear understanding of how your business is performing in real time to minimize nonproductive time, improve resource utilization, and increase productivity and profitability.

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