What is Fieldbook good for?

If you're frustrated with using a spreadsheet to track lists, Fieldbook is the tool for the job.

Users have had success with using Fieldbook:

  • To track professional service work
  • As a lightweight CRM for a distributed sales team
  • To track work items for product development
  • For product roadmap planning
  • To schedule usability tests
  • To manage a recruiting pipeline
  • To track custom workflows and business processes

For more examples of how to use Fieldbook, see our templates.

How is Fieldbook different from a spreadsheet?

Fieldbook is meant for tracking lists, unlike spreadsheets (which are optimized for accounting and finance). So things that are frustrating in spreadsheets, are a joy in Fieldbook:

  • You can link sheets so that it's easy to view and edit related items—such as all the tasks assigned to a person or all the contacts for a company.
  • Each row in Fieldbook can be viewed in a full-screen detail view, where you can add as much detail as needed.
  • You can easily search, sort and filter—and save searches to get back to later with one click, or to share with your team.
  • You can share with your team and work together without stepping on each other's toes.
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