Mobileforce provides a no-code platform that integrates configure-price-quote (CPQ) and field service management (FSM) functionalities, enabling enterprises to generate accurate quotes and manage service operations efficiently. This solution reduces the time spent on quoting and service coordination, enhancing revenue capture and operational transparency for teams using cloud-based CRMs and ERPs.
Funding
$5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many enterprises face challenges in efficiently generating accurate quotes and managing field service operations due to disconnected CPQ (Configure-Price-Quote) and FSM (Field Service Management) systems. This often leads to delays in quoting, poor service coordination, and reduced revenue capture.
Solution
Mobileforce offers a no-code platform that unifies CPQ and FSM functionalities, enabling businesses to streamline their quote-to-cash-to-service processes. The platform allows sales and revenue teams to create customized, data-driven quotes rapidly, while field service teams benefit from real-time scheduling, technician location matching, and time tracking. By integrating with existing CRM and ERP systems, Mobileforce provides a comprehensive solution that enhances operational transparency, accelerates sales cycles, and improves field service response times. The platform's connected portal also facilitates white-glove UI experiences for prospects, customers, and partners, allowing them to generate their own configurations and quotes.
Target Audience
The primary target audience includes sales teams, field service teams, RevOps, and service operations teams within enterprises using cloud-based CRMs and ERPs, particularly those in manufacturing and other industries with complex quoting and service requirements.
Features
- No-code configuration for rapid deployment and customization
- Intelligent CPQ with real-time data validation and CRM integration
- Field Service Management (FSM) with real-time scheduling and technician tracking
- Connected Portal for customized solution building and quote generation by customers and partners
- Data-driven quoting with a rules-based engine for pricing, configuration, dependencies, and discounts
- Automated proposal document generation with customizable templates
- Integration with popular CRMs such as Salesforce, HubSpot, Creatio, and SugarCRM
- Integration with ERP, inventory, payment, and eSignature systems
- Support for multi-tiered pricing, multiple currencies, and subscription-based pricing
- Offline CPQ capabilities for field teams
- Enterprise security with single sign-on (SSO) and role-based access control (RBAC)