Fieldbook Funktionen, Bewertungen & Alternativen

Fieldbook

Custom database creation & workflow tracking

4.4/5 (182 Bewertungen)

Fieldbook Übersicht

Fieldbook is an online CRM and database tool that helps businesses run recruiting and sales pipelines, plan events, manage projects, and track inventory. The solution can be used by startups, consultants, and agencies to create a customizable database and track business processes. The product is available in two editions: Basic and Business. The Business edition provides additional features including administrator control over user access rights.

Fieldbook allows users to view and edit rows in a full-screen view and use data filters to monitor high priority items. Data can be grouped by status and shared with team members through a single interface, and sheets with client and project data linked using Fieldbook's link sheet button. Linking features automatically update data in all sheets when the user edits any information at one place.

Fieldbook’s drag and drop feature helps users to manage and track leads, tasks, and other workflows. The software has in-built templates for client tracking, sales pipeline management, and project tracking. Users can also import or export data in CSV format with a limit of uploads to 10,000 rows.

Fieldbook offers mobile web access which is currently limited to editing and viewing existing books. Fieldbook have open APIs enabling users to integrate the tool with other solutions and customize data import and export. Users can access their data as well as free features of the tool even after they have cancelled their paid subscription.

Preis

Beginnt ab
$10/Monat
Preisoptionen
Kostenlose Testversion
Freemium
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

Fieldbook Bewertungen

Gesamtbewertung
4.4/5
88% Positive Bewertungen
101
Ausgezeichnet
59
Sehr gut
18
Durchschnitt
3
Gering
0
Schlecht
Mit Google übersetzen

Great Product, Excellent Service

Täglich für 6-12 Monate genutzt
Bewertet am 8.11.2016
Quelle der Bewertung: Capterra

I have migrated 2 of my businesses out of excel and into Fieldbook. This has allowed me to not only save time but also be more accurate. I can link data together instantly and easily, apply functions, and create contextual structure for my data. It also looks good on mobile and I recently built an MVP for a service in an hour and shared the link. We were able to instantly gauge interest and are already working on building out a new product. Unfortunately I find it so useful to my business that I have added so much data the application is starting to slow down and is becoming more difficult to use on a daily basis.

Vorteile

Super quick to build the structure to improve upon data in a spreadsheet. It is great as a single source of truth, as it can most accurately link and store all the data needed. There is no manual linking spreadsheets. I also like the page navigation. A lot of attention to detail for the browser back and forward, or re-viewing a sheet (holding sheet location, including view). Another great pro is the ease of doing filter and sort. Really slick to almost never need to type on the keyboard to use those functions.

Nachteile

I know it's early for the software so there are some bugs (I've already notified Jason). The one issue that is cropping up a lot lately, is that I am getting a lot of info in one book, and that book is becoming slower to use (especially on lower power devices, my desktop is pretty powerful, but laptops are pretty laggy.).

----ADVICE CONTINUED----
I think there is a great opportunity for using your system to build a simple ERP system. Many small businesses can't afford $20k ERP software and it is usually overkill for the size of their business. So they are left with Excel. There is a wide chasm that your product fills. I am using it in two businesses that have a total of about $2m Revenue. We can't justify the cost for an ERP system, but we can tailor Fieldbook to be exactly what we need, and is easy to add to it when we feel the need to. With Fieldbook to hold data, and Trello to display the data we have built something far more valuable than any ERP system can provide to us. We are just trying to bring them together in a manner that is automated and that product would be worth big money in our industry. If you are interested in seeing the would-be competitor (low end ERP) check out http://www.henningsoftware.com/ They get about $8k per seat for Fieldbook+Trello (minus the automation between database and display, and some automated formatted outputs (currently Sheets app script)). I would be happy to give you all my information to see someone build something better.

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Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

Almost worked for me

Bewertet am 18.11.2016
Quelle der Bewertung: Capterra

I started using fieldbook as a way to organize the engineering information for a product design company, with an eye towards using it as my go-to tool for organization of any kind, from personal to work life. For me, it's important to have ONE location where I store all the information in my life, so that I'm not constantly wondering where I stored a piece of info. That is the main reason I have come to accept Workflowy as my main organizational tool, and stopped using Fieldbook.

One thing that annoyed me about Fieldbook is a weird scrolling behavior. When I scroll down on a sheet, then try to scroll back up, it jumps up to another position, which becomes quite disorienting on a long list of items. I think the only other criticism I have of Fieldbook is that it can be a bit challenging, especially for new users, to find a "foothold" when looking for information. When pieces of data are linked together in different ways behind the scenes, and when all the different fields look exactly the same, it's difficult to understand the hierarchy of data. I know, the relational database mindset is that all the data is flat... but hierarchy always exists in our minds, so some way to visually understand that hierarchy I think is important. Perhaps you could provide access to CSS, so that certain fields can always be styled a particular way. This would make it easier to understand where you are in the data structure when you are suddenly launched to a new view.

Workflowy doesn't have structured data like Fieldbook, but the ease and speed of searching, and the undeniable simplicity of an indented list just makes it the better choice for me. Fieldbook may still be in my future, especially as my businesses grow. I think it's a solid tool, and I'm sure it works perfectly for many others who aren't obsessed with organizational tools like I am.

I know this is probably far away from your company goals, but what would get me excited is a tool that works and looks like workflowy, but incorporates structured data like fieldbook. Perhaps this could be a simple "skin" that just uses the data from fieldbook and displays it in a different way.

Cheers!

Ian

Vorteile

structured data, simple interface, speed

Nachteile

maybe all the table lines? And the time it takes to re-orient my brain each time I click something and the view changes.

Verteilung der Bewertung

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Weiterempfehlungsquote

6.0/10
Mit Google übersetzen

Excellent for creating and managing your spreadsheets on the Internet

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 7.3.2018
Quelle der Bewertung: Capterra

Its biggest benefit and difference with other applications is the ability to link several columns and when a change is made in one affect all others that you selected, this is very useful when having several files with repeated information that must be changed in each one of them.

Vorteile

This application is excellent to work your spreadsheets in the cloud, I use it for those files that are necessary to change at all times and not limit me to my desk or office, it gives you the freedom to access data anywhere, be a meeting or being on the road and someone asks you for information, really useful in that sense, the difference with other programs that do this and where it is most useful is that you can link several columns of different files, so when you modify a they modify all of them, it's great for workers' pay sheets where the bonuses that they give according to their salary that you have in other files are modified, this is a tremendous help.

Nachteile

The problem is that if you do not have internet you can not work on your files because it is a cloud program, this is a strong disadvantage if you have all files there, you must create backups and when your connection returns, update your files contained in the cloud.

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Weiterempfehlungsquote

7.0/10
Mit Google übersetzen

An app that finally fills the gap between easy-to-use spreadsheets and inaccessible databases!

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 29.11.2016
Quelle der Bewertung: Capterra

In Fieldbook there's finally an app that fills the gap between easy-to-use spreadsheets and inaccessible databases. I've used it for keeping track of student grades and assignments, for planning conferences, for indexing a book, for keeping track of gifts I've given and am planning to give, for tracking Christmas cards, for organizing data for a job search, and even for organizing the dishes, ingredients and steps for a complex dinner party. Whatever your use case, if there's data you want to interrelate easily, and be able to view in different ways, Fieldbook is a great step forward over previously available tools. I used to start such projects in Excel and then, when they'd get to complicated have to move them to MS Access, which always required a lot of time for set up, and has a notoriously unfriendly interface. Now I can start in Fieldbook straightway, or just copy spreadsheet data into it, and almost immediately get all the functionality of a Database.

Vorteile

It's a lightweight database with the friendliness of a spreadsheet.

Nachteile

There's no way to run formulas over the multiple items linked to in a cell to yield multiple results.

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Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

Fieldbook is second nature.

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 17.6.2018
Quelle der Bewertung: Capterra

Vorteile

I use Fieldbook primarily because of the ease of use ,it provides myself and my team. Fieldbook is very friendly for everyone who has used Excel,Google sheets or any form of spreadsheet before ; as there is very little difference between the user interface of Fieldbook and the above listed Spreadsheet tools.
Fieldbook enable my team create web forms and we use it in collating data from potential customers in our market niche. It has also been very useful to tracking our list ,amongst other benefits.

Nachteile

Fieldbook is a web based solution , therefore we always need to have access to the internet to be able to use Fieldbook. Also would had been great to be able to use Fieldbook for a bit of financial accounting work but obviously that isnt the case.

Verteilung der Bewertung

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Weiterempfehlungsquote

9.0/10

Fieldbook Preis

Beginnt ab
$10/Monat
Preisoptionen
Kostenlose Testversion
Freemium
Abonnement
Preis-Leistungs-Verhältnis

Basic plan: Free
Business plan: $10 user/month (includes team management and unlimited collaborators)

Fieldbook Funktionen

  • API
  • Drag-and-Drop-Oberfläche
  • Fortschrittsverfolgung
  • Integration von Dritten
  • Priorisierung
  • Prognosen

  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Aufgaben-Nachverfolgung
  • Aufgabenmanagement
  • Automatische Benachrichtigungen
  • Gantt-Diagramme
  • Gemeinsamer Arbeitsbereich
  • Kommentieren
  • Projekt-Nachverfolgung
  • Projektmanagement
  • Projektplanung
  • Projektzeiterfassung
  • Stundenzettel
  • Werkzeuge zur Zusammenarbeit

Zusätzliche Informationen für Fieldbook

Schlüssel-Features von Fieldbook

  • API
  • Ad hoc query
  • Charting
  • Custom online databases
  • Customizable reporting
  • Customizable templates
  • Data import/export
  • Database support
  • Drag & drop interface
  • Filtered views
  • Forms management
  • Graphical data presentation
  • Mobile integration
  • Pipeline management
  • Prioritizing
  • Progress tracking
  • Relational Interface
  • Role-based permissions
  • Search functionality
  • Status tracking
  • Summary reports
  • Template management
  • Third party integration
  • User access controls
  • Workflow management

Vorteile

• Fieldbook provides an online database which can be used by small to medium-sized business and teams wanting to move their business operations out of spreadsheets.

• The solution can link data sheets through simple formulae and query language that uses column names instead of cell references.

• The tool offers public and embeddable forms for easy data entry and enables users to view and edit details for every record through a full-screen view.

• Users can add images to Fieldbook, useful for contacts, inventory and animated GIF collections.

• Users can set input type including number, text, date, etc. on any column and the solution will automatically display an error message if any input does not match with the type.

Fieldbook Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Fieldbook.

F. Welche Preispläne bietet Fieldbook an?

Fieldbook bietet folgende Kostenpläne an:

Beginnt ab: $10/Monat

Preismodell: Freemium, Abonnement

Kostenlose Testversion: Verfügbar

Basic plan: Free
Business plan: $10 user/month (includes team management and unlimited collaborators)

F. Was sind die Hauptfunktionen von Fieldbook?

Fieldbook bietet die folgenden Funktionen:

  • API
  • Ad hoc query
  • Charting
  • Custom online databases
  • Customizable reporting
  • Customizable templates
  • Data import/export
  • Database support
  • Drag & drop interface
  • Filtered views
  • Forms management
  • Graphical data presentation
  • Mobile integration
  • Pipeline management
  • Prioritizing
  • Progress tracking
  • Relational Interface
  • Role-based permissions
  • Search functionality
  • Status tracking
  • Summary reports
  • Template management
  • Third party integration
  • User access controls
  • Workflow management

F. Wer sind die typischen Nutzer von Fieldbook?

Fieldbook hat die folgenden typischen Kunden:

Freie Mitarbeiter, Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von Fieldbook unterstützt?

Fieldbook unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet Fieldbook an?

Fieldbook hat folgende Preismodelle:

Freemium, Abonnement

F. Unterstützt Fieldbook mobile Geräte?

Wir haben keine Informationen darüber, welche Geräte Fieldbook unterstützt

F. Mit welchen anderen Applikationen integriert Fieldbook?

Fieldbook kann in folgende Anwendungen integriert werden:

Microsoft Excel, Zoho Flow

F. Welche Varianten der Kundenbetreuung bietet Fieldbook an?

Fieldbook bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen