Equip your sales team to close more jobs, faster.
The FieldNexus Sales Portal is a dedicated workspace for your sales reps and technicians who sell. Track leads, manage the pipeline, create estimates on-site, and follow up systematically — turning more prospects into paying customers.
What's included
Every capability you need, built into Sales Portal.
Visual sales pipeline
Track every lead from first contact to closed deal. Drag-and-drop stages, see pipeline value at a glance, and never lose a lead.
Lead management
Capture leads from your booking form, website, or manually. Assign to reps, set follow-up dates, and track activity.
On-site quote presentation
Sales reps present branded estimates on a tablet with detailed descriptions and photos. Professional presentation closes more jobs.
Commission tracking
Define commission rules by service type or job value. Track earned commissions automatically and export for payroll.
Win/loss analysis
See your win rate by rep, service type, and lead source. Understand what's working and where to focus your sales effort.
Automated follow-up sequences
Set up multi-step follow-up sequences for unsold estimates. Email and SMS touchpoints fire automatically at the right intervals.
How it works
Up and running in minutes. Here's how Sales Portal works in FieldNexus.
Lead enters the pipeline
A lead comes in from the booking form, a referral, or a phone call. It's assigned to a rep and enters the sales pipeline.
Rep presents and quotes
The rep visits the site, assesses the job, and creates a detailed estimate on-site. Presented professionally on their tablet.
Closed jobs flow to operations
When the estimate is accepted, the job is created in FieldNexus and passes automatically to the scheduling team.
Related Features
Features that work great alongside Sales Portal.
Estimates
FieldNexus Estimates lets you create professional, detailed quotes in the field or the office in minutes. Present multiple pricing options, collect digital acceptance, and convert won jobs to work orders automatically.
Booking Form
The FieldNexus Booking Form embeds on your website in minutes, letting customers book service appointments online at any time. Jobs go directly into your scheduling queue — no back-and-forth, no phone tag, no missed leads.
Customer Portal
The FieldNexus Customer Portal gives your clients a self-service hub to view appointments, pay invoices, access service history, and submit service requests — without calling your office. Happier customers. Fewer inbound calls.
Try Sales Portal free for 14 days
No credit card required. Full access to all features. Cancel anytime.