Sales Module

Sales are the lifeblood of most businesses and in field services the initial sale is just the first stage of what is often a much longer collaboration involving ongoing service provision. Field service personnel, working in the front line, are those responsible for developing these ongoing relationships and building trust. Empowering your field service teams to recognise and leverage sales opportunities is a great way to derive more value.

RedZebra’s field management system Sales module provides everything needed to maximise the value of your customer relationships. It enables field personnel to record valuable company information and contact details, identify prospects, convert them into customers and convert existing customers into prospects. Read on to find out more about our exciting Sales module and what it can do for your business.

Job Management software

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Our Sales Module - What's Included

Our Sales module, which integrates seamlessly with our service management software, provides everything needed to keep track of contacts, record opportunities and maximise the value of your customer relationships. Here are some of the key features:

Companies & Contacts

Creating and maintaining records of companies and contact details is simple using our Sales module. Multiple contacts can be associated with every recorded company and the inbuilt search facility makes it easy to find what’s needed. Prospects can be converted into customers and existing customers can be identified as potential prospects.


The Sales module enables the identification of valuable opportunities, ensuring these are never lost. Specific and relevant details about every prospect are easily recorded using customisable tabs. Colour coded opportunities lists enable your sales team to follow up and never lose the chance of closing a deal.

Comprehensive Reporting

Our Sales module provides an essential, comprehensive reporting facility making it easy to view details of sales opportunities and sales status reports. The full recorded histories of all companies are readily available alongside audit tracking capabilities. And all information is readily accessible using any device from any location.

Book a Demo

Discover how RedZebra’s field service management software can help you streamline your operations.

Benefits of our Sales Module

Enabling your field service people to become sales advocates using our Sales module provides many potential benefits to your business.
Customer Relationship Management
Our Sales module is a valuable CRM tool enabling your field service people to accurately record customer information including contact details and potentially valuable interactions. The wider sales team can access this important customer information from anywhere using any device.
Anticipate Customer’s Needs
Field service personnel are often able to anticipate a customer’s future needs based on their knowledge and experience with a client. Our Sales module enables this valuable insight to be recorded for future follow-ups.
Never lose a prospect
All leads and prospects identified by field service people are easily recorded for follow up conversations ensuring that there is no chance of potentially losing valuable business opportunities.

RedZebra is suitable for any service-based industry with a mobile workforce, and it can be configured to meet your specific business needs. Our sales module is currently used by a diverse range of large and small businesses, including those in the following industries:

Discover How We’ve Worked Within Your Industry

When you transfer your business operations to RedZebra field service management software, you’ll enjoy a number of benefits. These include:

Job Management software
Customer Management

The Customer module of RedZebra keeps all your customer data in one place, making it easy to access customer information and manage accounts. It acts as your account nerve centre, giving you a place to record notes and maintain the high level of service your customers and clients expect from you.

Call Management module
Call Management

RedZebra’s call module gives you all the space you need to add, monitor, schedule and store details about calls. This powerful yet intuitive system has been designed to allow you to operate smoothly and efficiently and provide a top notch service to your clients or customers. Keep reading to find out more about its top features.

Call Management module
Mobile App Management

RedZebra Mobile is designed for use by your engineers and will speed up the time it takes them to record details of jobs when they’re out in the field. This clever web-based software runs on handheld devices, including smartphones, tablets and laptops, so that your engineers can take RedZebra with them wherever they’re on call. User-friendly and intuitively laid out, it allows engineers to create Field Reports on the go, recording actions taken during jobs and assigning them to a particular customer and site location.