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Business Intelligence & Analytics

Your command center for intelligent decision-making

Stop relying on your gut. Use evidence-based insights.
Position your business for long-term success with data-driven decision-making.
Uncover the most relevant insights for your business with custom reports and dashboards.
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Trusted by industry leaders
Trusted by industry leaders

Where numbers transform into wisdom

Dynamic Data Views

Bring your data to decisions

Simplify complex data, make insights more accessible, and make informed decisions.

Show off your data with the perfect visualizations that speak to your audience.
Reports that can be customized to focus on the right details, timeframes, or segments.
Bring multiple sources together in one powerful report.
Create your own formulas for even more control.

Custom reports & dashboards

Build reports effortlessly

User-friendly interfaces, drag-and-drop capabilities, data integration, scheduling, and export options.

Customize the content, layout, and styling of the information you want to present.
Create reports and dashboards as simple or as complex as you need them to be.
Schedule and automate the generation of new reports based on your needs and operations.

Custom Workflows

Export it.
Email it.
Schedule it.

Automate reports for consistent updates, simplify data interpretation for non-tech users, and swiftly share insights through various formats.

Set up scheduled, recurring reports to keep stakeholders informed without manual intervention.
Make it easy for non-technical users to grasp the insights and take action, including the ability to build.
Share insights with your audience in a snap – export reports in Excel, PDF, CSV formats or email them directly.
features by role

Built for everyone

Desktop - Elements Webflow Library - BRIX Templates
Team Manager
Phone - Elements Webflow Library - BRIX Templates
C-Level Executives
Users - Elements Webflow Library - BRIX Templates
Field Team
Users - Elements Webflow Library - BRIX Templates
End Customer

Job/Sales order management

Know what's going on, what needs to be done, & what's already done.

Attendance
records

Field agents can apply for leave so tasks won't be assigned to them.

Real time alerts & triggers

Get real time updates of orders & statuses, which trigger a follow up.

Hierarchy based access

Maximize data security with role dependent access controls based on user.

Reports & dashboard

Build your own reports using the report builder for operational analysis.

Open API integration

Integrate with existing systems to automate tasks.

Field agent dashboard

Know the day's schedule as soon as you log in to the mobile app.

Customer 360

A comprehensive hub of all the customer's details to better prepare ahead.

Google & MS Office calendar

Integrate and connect your work calendar all in your mobile.

Field agent dashboard

Know the day's schedule as soon as you log in to the mobile app.

Customer 360

A comprehensive hub of all the customer's details to better prepare ahead.

Google & MS Office calendar

Integrate and connect your work calendar all in your mobile.
Integrations

Connect all your favourite tools

FieldEx is designed to fit your workflows. You have the power to personalize and adjust every aspect to align with your specific operations, no matter what kind of work you do.
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Zendesk
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Microsoft 365
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Google Calendar
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Cin7 Core (DEAR)
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Salesforce
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Monitor (ERP)
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Netsuite
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Calendly
All integrations
Open API

Explore our product

Connect your tools, connect your teams. Your field team’s favorite tools are just a click away.

Forms & BPM

Leave the stacks of paper in the office. Digital forms are easier for data collection.
Learn more

Helpdesk

Automate and lead your omnichannel helpdesk for a smooth customer experience.
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Spare Parts & Inventory

Spare parts don't have to be the missing link with these inventory management features.
Learn more

No more paperwork. Just FieldEx.

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