Fieldbook Pricing, Features, Reviews & Comparison of Alternatives

Fieldbook

Custom database creation & workflow tracking

4.42/5 (180 reviews)

Fieldbook overview

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.
fieldbook.com

Pricing

Starting from
$10/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Fieldbook screenshot: Login pageFieldbook intro (OLD)Fieldbook screenshot: Mobile sheet viewFieldbook screenshot: Add data in columns and rowsFieldbook screenshot: Allows users to edit rows in full screen viewFieldbook screenshot: Filter data in various waysFieldbook screenshot: Link sheets by clicking the rowsFieldbook screenshot: Track multiple projects and clients

Fieldbook reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.2
  4.4
  4.6
Julian Stahl

Great Product, Excellent Service

Used daily for 6-12 months
Reviewed 2016-11-08
Review Source: Capterra

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.

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Ian LeBlanc

Almost worked for me

Reviewed 2016-11-18
Review Source: Capterra

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. Cheers! Ianstructured data, simple interface, speed

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Jesus Chacon

Excellent for creating and managing your spreadsheets on the Internet

Used daily for 1-2 years
Reviewed 2018-03-07
Review Source: Capterra

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.

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Gregory Salmieri

An app that finally fills the gap between easy-to-use spreadsheets and inaccessible databases!

Used daily for 2+ years
Reviewed 2016-11-29
Review Source: Capterra

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.

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Oscar Taboro

Fieldbook is second nature.

Used daily for 2+ years
Reviewed 2018-06-17
Review Source: Capterra

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.

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Fieldbook pricing

Starting from
$10/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

Basic plan: Free
Business plan: $10 user/month (includes team management and unlimited collaborators)

Fieldbook features

API
Drag & Drop Interface
Prioritizing
Progress Tracking
Projections
Third Party Integration

Activity Dashboard (105 other apps)
Activity Tracking (95 other apps)
Automatic Notifications (111 other apps)
Collaboration Tools (130 other apps)
Collaborative Workspace (90 other apps)
Commenting (96 other apps)
Gantt Charts (94 other apps)
Project Management (137 other apps)
Project Planning (126 other apps)
Project Time Tracking (137 other apps)
Project Tracking (94 other apps)
Task Management (99 other apps)
Task Tracking (115 other apps)
Timesheets (105 other apps)

Additional information for Fieldbook

Key features of Fieldbook

  • Relational Interface
  • API
  • Search functionality
  • Database support
  • Custom online databases
  • Progress tracking
  • Status tracking
  • Workflow management
  • Filtered views
  • Prioritizing
  • Pipeline management
  • Customizable templates
  • Template management
  • Forms management
  • Mobile integration
  • Data import/export
  • Customizable reporting
  • Summary reports
  • Charting
  • Graphical data presentation
  • Ad hoc query
  • Drag & drop interface
  • Third party integration
  • User access controls
  • Role-based permissions
View All Features

Benefits

• 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.