Field Service CRM
A field service CRM manages the customer relationship for businesses that perform work on-site — capturing leads, scoring them, and automating follow-up, then handing booked work to scheduling and dispatch. SalesButler is a field service CRM that's lead-first by design.
It's the front of the funnel for field service: every call and web lead captured, qualified, and nurtured, then connected to the jobs and invoices that follow.
Everything in one place
Lead capture & missed-call recovery
Automatically text back missed callers and capture every web lead so nothing slips to a competitor.
Scheduling & dispatch
A drag-and-drop calendar and live dispatch board that route the right tech to the right job.
Estimates & invoicing
Send instant quotes and field invoices with pay-by-text, so you get paid the day the job is done.
Automated follow-up
Multi-touch SMS and email sequences that chase quotes and reactivate old customers on autopilot.
Customer CRM
Every lead, conversation, quote, and job in one place, with full history and revenue attribution.
Mobile for the field
Run the whole operation from a phone — your crew sees their day, captures photos, and collects payment on site.
Who it's for
Field service businesses that want to capture and convert more demand, not just manage jobs they've already won.
Frequently Asked
What is a field service CRM?
A CRM for businesses that work on-site, focused on capturing and converting leads, then connecting them to scheduling and invoicing.
How is a field service CRM different from FSM software?
A CRM captures and converts leads; FSM software executes the booked work. SalesButler does both, lead-first.