
Fieldified
8.2#1 in referral management softwareFrom $49 a monthFree planAndroidiOSWebAPI
Visit
| Fact | Fieldified | Roots CRM |
|---|---|---|
| Integrations | Listed integrations include QuickBooks, QuickBooks Online, Stripe, Google Calendar, Zapier, Mailchimp, HubSpot, Xero, Square, Twilio, Slack, Microsoft Teams, Google Workspace tools, payment gateways, fleet systems and help desks. | The privacy policy names Google, Stripe, Gusto, QuickBooks, Twilio, and SendGrid as providers users may connect or use through integrations. |
| Privacy | Fieldified describes features intended to support GDPR processes, including data access, correction, deletion, export, consent tracking, and processing logs; it says customers remain responsible for their legal basis and compliant data use. | Roots states that it does not sell personal information for money. |
| Product | Fieldified is field service management software for contractors and home service businesses, combining scheduling, dispatching, estimates, invoices, and payments. | Roots CRM is tree service CRM software for managing leads, estimates, jobs, crews, invoices, and follow-up. |
| Scheduling | Fieldified supports real-time scheduling, technician assignments, route optimization, reminders, and GPS tracking. | Roots lets teams schedule work orders, view multiple crew calendars, split work across crews, and track job status on the calendar. |
| Security | Fieldified says it uses encryption at rest and in transit, mandatory MFA for admin system access, continuous monitoring, and independent vulnerability assessments and penetration testing. | Roots says it uses administrative, technical, and organizational safeguards designed to protect information, while noting it cannot guarantee absolute security. |
| Support | All plans include access to customer support, and the company lists [email protected] as its support contact. | The maker lists [email protected] for support and privacy questions. |
It suits contractors and service businesses such as HVAC, plumbing, electrical and cleaning companies that need scheduling, dispatch and customer management. Field teams needing mobile job details and offline work may also find its apps relevant.
Roots CRM suits tree service owners and companies coordinating one or multiple crews. It is aimed at teams that need connected estimating, scheduling, field updates, invoicing, and payments.