Unify sales, CRM, and service operations with AI agents.

Manage customer records, work orders, asset history, and maintenance continuity in one system, with AI agents embedded in daily workflows.

Used by operational teams.

Running in live workflows.

TL;DRLast updated October 20, 2018
Quick summary: PureField creates shared records, coordinated execution, and maintenance continuity.
A concise operating summary near the top of the page so search engines and answer engines can extract the core model without guessing.
Takeaway 1

CRM, service requests, work orders, and asset history stay on the same record layer.

Takeaway 2

AI agents operate inside records, queues, and follow-up steps instead of in a detached copilot surface.

Takeaway 3

Field execution connects mobile work orders, QR access, service reporting, and maintenance continuity in one flow.

Takeaway 4

Teams can start with core modules and expand on the same data model instead of forcing a suite rollout.

What does PureField unify in one system?

PureField keeps CRM, service requests, work orders, asset history, and maintenance planning on one shared record structure. That means sales, coordination, and field teams see the same customer and asset context, which reduces handoff loss, improves operational visibility, and keeps the next action inside one operating surface.

Why do AI agents run inside the operational record?

NIST's AI Risk Management Framework emphasizes context, governance, and human oversight when organizations deploy AI systems. PureField follows that model by keeping agents inside the record, queue, and work-order flow, so teams can review the recommendation with full context and intervene before action is taken.

Why does maintenance need a shared data model?

U.S. Department of Energy guidance treats planned maintenance, work-order tracking, and equipment visibility as core reliability controls. PureField applies that principle by keeping CRM, field service, and maintenance history on the same layer, so requests, execution, and the next maintenance window stay connected instead of fragmenting across tools.

One operational model across CRM, service, and maintenance.

PureField keeps customer, work-order, and asset data on the same layer so teams execute with shared context.

Customer record

Commercial activity, quotes, service actions, and support history stay on one account timeline.

Asset record

Installed base, service reports, QR lookup, and maintenance history connect to the same device record.

Operational control

Managers track pipeline, open service load, and maintenance exposure without switching systems.

PureField CRM performance workspace

Two integrated modules on one data model.

CRM and Service & Maintenance run on the same operational foundation.

CRM
  • Lead and opportunity pipeline
  • Activity and quote management
  • Handoff into service workflows
Service & Maintenance
  • Request and work-order execution
  • Asset history and QR access
  • Preventive maintenance planning
AI agents in workflow

AI agents inside operational workflows.

Inside CRM

AI agents score opportunities, flag follow-up gaps, and suggest the next commercial action.

Inside Service & Maintenance

AI agents support dispatch, work-order preparation, and maintenance planning using live operational context.

Inside the shared platform

Teams use one decision layer across CRM, service, and maintenance instead of disconnected automations.

Operational routing

PureField keeps AI close to the record, the queue, and the next operational action.

Interfaces for daily operational work.

Core views for CRM execution, service coordination, and asset continuity.

PureField service requests workspace
PureField work orders view
Mobile app for field execution.

Work orders, reports, and asset access stay in the same flow for field teams.

Mobile app

Close the loop in the field with the mobile app.

The PureField mobile app keeps work-order execution, service-report access, QR-based asset lookup, and customer service requests on the same system as the web panel.

  • Engineers open and complete assigned work orders in the field.
  • Customers reach device history, documents, and service reports through QR access.
  • Service requests and field feedback stay synchronized with the web panel in real time.
App Store
iPhone and iPad
Google Play
Android

Why companies replace separate CRM and service stacks.

For companies that need CRM, FSM, and CMMS depth without a fragmented tool stack.

Separate point tools
"CRM is in one system, dispatch is in another."

Data split across separate systems

PureField
"One data model across CRM and service."

One record across CRM, service, and maintenance

Heavy suites
"Service sits inside the ERP, CRM is separate."

Forced suite rollout from day one

Evaluation guide
Evaluate a shared operations platform in 4 steps.
A short listicle and HowTo structure that helps teams validate CRM, service, and maintenance on the same page.
  1. 1

    Check the shared record model

    Verify that customer, quote, work-order, and asset records remain linked under one identity structure.

  2. 2

    Map the handoff points

    Review whether critical transitions from sales to service and from service to maintenance stay visible without bouncing into separate tools.

  3. 3

    Test field execution in the same flow

    Confirm that mobile work orders, service reports, photo evidence, and QR access close the loop on the same underlying record.

  4. 4

    Measure maintenance continuity and risk visibility

    Validate that open workload, asset history, and the next maintenance window can be tracked together at the management layer.

Start with the scope you need and expand module depth as you grow.

Run CRM, technical service, quoting, QR inventory, and operational tracking in one panel; begin with a guided demo and unlock deeper modules as the team scales.

PureStart
49 USD

/ month / person

  • Choose either the CRM module or the FSM + CMMS module at the start
  • Use the selected module with full feature access from day one
  • Run either sales flow or service operations in one panel based on the selected module
PurePioneer
Recommended
89 USD

/ month / person

  • CRM and FSM + CMMS modules are active together in the same plan
  • Both modules are available with full feature access
  • Manage service requests, work orders, and team flow in one surface
PureExecutive
Custom

pricing

  • Pricing is shaped specifically around larger teams and broader operating scope
  • Faster support is provided for more time-sensitive operational needs
  • Setup, migration, and integration scope are planned around your structure

Frequently Asked Questions

What is PureField?

PureField is an AI-enabled operations system that combines CRM, FSM, and CMMS on one platform. Customer records, quotes, service requests, work orders, and asset history remain connected, so teams move from commercial activity to field execution without rebuilding context or losing visibility between functions.

How does AI work in PureField?

AI agents are embedded inside CRM, service, and maintenance records, queues, and follow-up workflows. In line with NIST's AI RMF principles, PureField keeps the agent close to the operational context and human operator, so recommendations can be reviewed, approved, or redirected before they affect live work.

Which rollout path fits which team?

Today, every evaluation starts through a guided demo. Smaller teams can begin with a narrower module footprint, while multi-team deployments, integration-heavy environments, and more complex process requirements usually need a wider rollout discussion so the data model, handoff points, and operating scope are defined upfront.

See PureField in a guided demo.

Book a walkthrough for your CRM, service, and maintenance setup so we can clarify the right rollout path for your team.