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.
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.
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.
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.).
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.
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.
structured data, simple interface, speed
maybe all the table lines? And the time it takes to re-orient my brain each time I click something and the view changes.
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.
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.
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.
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.
It's a lightweight database with the friendliness of a spreadsheet.
There's no way to run formulas over the multiple items linked to in a cell to yield multiple results.
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.
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.
Basic plan: Free
Business plan: $10 user/month (includes team management and unlimited collaborators)
• 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.
Weiter unter folgen häufig gestellte Fragen über Fieldbook.
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)
Fieldbook bietet die folgenden Funktionen:
Fieldbook hat die folgenden typischen Kunden:
Freie Mitarbeiter, Mittlere Unternehmen, Kleine Unternehmen
Fieldbook unterstützt die folgenden Sprachen:
Fieldbook hat folgende Preismodelle:
Wir haben keine Informationen darüber, welche Geräte Fieldbook unterstützt
Fieldbook kann in folgende Anwendungen integriert werden:
Microsoft Excel, Zoho Flow
Fieldbook bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen