Crystal CRM
Feature — Field Operations

See your field team. Everywhere. In real time.

GPS-verified check-ins, live location tracking, and complete visit history — for every site visit your team makes.

Preview · Live map with field agent markers

The Problem

Did the technician actually visit the site?

Without visibility into field work, you're relying entirely on trust and memory. Visits go unlogged, outcomes go unrecorded, and managers have no way to verify what actually happened on-site.

Crystal CRM makes field work as visible as office work.

Capability 01

GPS-Verified Check-In

Agents check in and check out at the client location — with GPS coordinates captured automatically, every time.

  • One-tap check-in with automatic location capture
  • Check-out with visit duration calculated automatically
  • No manual location entry — GPS does the work
  • Complete audit trail for every visit
Preview · Mobile check-in screen with map

Capability 02

Live Team Visibility

See exactly where every field agent is, right now — not where they said they'd be.

  • Live map showing all active field agents
  • Current status: available, checked-in, or offline
  • Click any agent to see their current visit details
  • Full visibility for managers, no extra effort required
Preview · Manager dashboard with live map view

Capability 03

Outcome Tracking

Every visit ends with a recorded outcome — resolved, follow-up needed, or anything in between.

  • Structured outcome options per visit type
  • Notes field for on-site observations
  • Visits linked directly to the originating ticket or lead
  • Automatic prompt to resolve the ticket when appropriate
Preview · Visit outcome selection dialog

Capability 04

Complete Visit History

Every visit — past and present — lives on the customer's timeline, building a complete service history over time.

  • Full visit history per customer
  • Duration, outcome, and agent for every past visit
  • Manager reports on completion rates and time spent
  • Visible context for the next agent who visits the same site
Preview · Live map with field agent markers

Works Seamlessly With

Part of one connected platform

Stop wondering where your field team is.