Intelligent field operations · SaaS
Make every field interaction count.
FifthPeak™ is a complete, modular platform for sales and after-sales organizations — connecting CRM, visits, expenses, service lifecycle and workforce time in one simple operating environment.
Use one, several or the full suite.5 connected modules
Designed for people who work in the field.Mobile-first
Assist, prioritize, predict and automate.Practical AI
The opportunity
Your field team is where revenue, cost and
customer experience become real.
FifthPeak brings the work happening outside the office into one connected flow — so teams spend less
time updating systems and more time moving the business forward.
One customer view
Sales, visits and service share the same context.
Less administration
Capture information once, close the loop automatically.
Smarter priorities
AI helps people focus on the opportunities and issues that matter.
Modular SaaS
Subscribe to exactly the capabilities your organization needs.
Five modules · one operating model
Everything your sales and service teams
need in the field.
Each module solves a specific operational problem. Together, they create continuity from lead to visit, sale
to service, work to expense and presence to productivity.
01 · CRM
Know which customer to act on next.
A field-friendly CRM that turns every interaction into useful customer context and a clear next action.
- AI lead scoring: rank conversion potential and best-fit opportunities.
- Voice-to-text: speak visit notes and turn them into structured updates.
- Next-best action: surface stale opportunities, follow-ups and accounts needing attention.
- Mobile capture: keep contacts, opportunities and activities current wherever work happens.
02 · VISITS
Turn field time into purposeful action.
Plan, execute and close the loop on every customer visit with less manual effort.
- Smart visit planning: prioritize customers using urgency, opportunity and history.
- Field execution: support check-in, check-out, activity capture and evidence.
- Voice summaries: capture conversations without typing everything after the meeting.
- Visit intelligence: reveal missed actions, recurring issues and customers needing another touch.
03 · EXPENSE
Control field spend without creating fieldwork.
Capture expenses at source, speed approvals and understand the cost of field activity.
- Mobile expense capture: record claims while the activity is fresh.
- Receipt intelligence: extract key details and reduce manual entry.
- Policy checks: flag duplicates, unusual amounts and exceptions before approval.
- Cost context: connect spend with people, visits, customers and territories.
04 · AFTER-SALES SUPPORT LIFECYCLE
Make service a continuous customer journey.
Manage installation, commissioning, warranty, preventive and breakdown maintenance, and AMC in one connected lifecycle.
- Installation & commissioning: checklists, tasks, documentation and sign-off.
- Warranty: keep coverage, entitlements and service history visible.
- Preventive & breakdown maintenance: connect planned and reactive service.
- AMC: manage contracts, renewals, visits and obligations.
- AI service assistance: summarize history and flag repeat-failure patterns.
05 · TIME & ATTENDANCE
Know how your field workforce is working.
Practical attendance for distributed teams, with the context managers need to understand workforce productivity.
- Mobile attendance: simple clock-in and clock-out for field teams.
- Location context: connect attendance with field presence and planned activity.
- Exception intelligence: surface missed punches and unusual attendance patterns.
- Workforce analytics: see patterns across people, territories and time periods.
AI that earns its place
AI is built into the work — not bolted onto
the brochure.
FifthPeak uses AI pragmatically: to remove typing, rank priorities, summarize information, detect
exceptions and help teams decide what to do next.
Assist
Speak. Capture. Move on.
Voice-to-text turns a field conversation into structured notes and follow-up actions.
Speak: “Customer needs revised quote Friday.”
Understand: identify intent, deadline and opportunity.
Act: create the follow-up and update the record.
Prioritize
Spend field time where it matters.
AI can combine fit, engagement, history, urgency and conversion signals to rank leads, visits and service actions.
Signal: high fit + recent engagement + renewal window.
Rank: move the account to today’s priority list.
Explain: show the factors behind the recommendation.
Predict
See trouble before it becomes disruption.
Patterns across service history, attendance, expenses and customer activity can reveal emerging exceptions.
Detect: repeat service symptom or unusual workforce pattern.
Context: connect the signal to asset, person or territory.
Recommend: surface the next action.
Automate
Let routine work move itself forward.
Combine rules and AI for classification, validation, routing, reminders and summaries — with human control where judgment matters.
Capture: information arrives once.
Validate: policy and intelligence checks run automatically.
Route: people see what actually needs attention.
Explainable
Recommendations show the signals behind them.
Human-led
AI assists employees; accountable decisions stay with people.
Useful by design
Every AI feature must save time, improve a decision or reduce risk.
One connected journey
From opportunity to outcome, the context
travels with the work.
The value of FifthPeak is not five separate applications. It is the continuity between them.
Find & query
Collect a great deal and find the right opportunities.
Plan & visit
Visit and explore the opportunity in detail.
Skill & serve
Learn the skills and deliver excellent service.
Control cost
Improve efficiency and keep your costs under control.
Measure & improve
Review performance and continuously improve.
Modular SaaS
Start with one problem. Build the field stack
you need.
Subscribe to individual modules or combine them as your organization matures. No need to buy a
monolith to solve one operational problem.
Focused deployment
Start with one or two modules around an immediate priority — such as CRM + Visits for sales, or After-sales + Expense for service.
Complete field suite
Connect all five modules to create one operating layer across sales and service, with shared data, workflows and AI-assisted intelligence.
Bring the field into focus
Less administration. Better decisions.
More productive field teams.
See how FifthPeak™ can fit your sales and after-sales operating model — module by module,
workflow by workflow.