Création de bases de données personnalisée et suivi du flux de travail4.4/5 (180 avis)
Fieldbook est un outil de gestion de CRM et de base de données en ligne qui aide les entreprises à gérer des pipelines de recrutement et de vente, à planifier des événements, à gérer des projets et à suivre les stocks. La solution peut être utilisée par les start-up, les consultants et les agences pour créer une base de données personnalisable et suivre les processus métier. Le produit est disponible en deux éditions : Basic et Business. L'édition Business propose des fonctionnalités supplémentaires, notamment le contrôle de l'administrateur sur les droits d'accès des utilisateurs.
Fieldbook permet aux utilisateurs d'afficher et de modifier des lignes en mode plein écran et d'utiliser des filtres de données pour surveiller les éléments à haute priorité. Les données peuvent être regroupées par statut et partagées avec les membres de l'équipe via une interface unique et des feuilles avec des données client et projet liées à l'aide du bouton de feuille de lien de Fieldbook. Les fonctions de liaison mettent automatiquement à jour les données de toutes les feuilles lorsque l'utilisateur modifie des informations quelque part.
La fonction glisser-déposer de Fieldbook aide les utilisateurs à gérer et à suivre les leads, les tâches et les autres flux de travail. Le logiciel comporte des modèles intégrés pour le suivi des clients, la gestion du pipeline de ventes et le suivi des projets. Les utilisateurs peuvent également importer ou exporter des données au format CSV, dans la limite de 10 000 lignes téléchargées.
Fieldbook offre un accès web mobile qui se limite actuellement à la modification et à la visualisation des livres existants. Fieldbook possède des API ouvertes permettant aux utilisateurs d'intégrer l'outil à d'autres solutions et de personnaliser l'importation et l'exportation de données. Les utilisateurs peuvent accéder à leurs données ainsi qu'aux fonctionnalités gratuites de l'outil, même après avoir annulé leur abonnement payant.
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.
Voici quelques-unes des questions fréquentes sur Fieldbook.
Types de licences disponibles pour Fieldbook :
À partir de: 10,00 $US/mois
Type de licence: Gratuit, Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Fieldbook.
Utilisateurs habituels du logiciel Fieldbook :
Auto-entrepreneurs, Entreprises de taille moyenne, PME
Langues dans lesquelles Fieldbook est disponible :
Types de licences disponibles pour Fieldbook:
Nous n'avons pas d'informations sur les appareils pris en charge par Fieldbook.
Applications s'intégrant à Fieldbook :
Integromat, Microsoft Excel, Zoho Flow
Ressources d'aide disponibles pour Fieldbook :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo