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IceBubble CRM for field marketing

The CRM built with field marketing agencies

From the client's brief to the Friday report in one system, with reps working offline in store and brands logging in to see their own results.

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Survey booking screen listing store visits to allocate, with the selected rep's completed visits and quality pass rate

The week you know

A brief lands from a brand. Your reps are spread across hundreds of stores. Results come back as photos and messages, and the client wants a report by Friday.

Most agencies hold that together with spreadsheets, WhatsApp groups and a generic survey app. IceBubble CRM came out of running field marketing work, so it is built around that week.

How it works

  1. 1Build the survey for the brief

    Describe what the brief needs in plain English and AI builds the first draft, with questions, photos, signatures, barcodes and the rules for when questions show. Every brief can have its own, and a new one can be ready in minutes.

    The survey builder with a plain English description of a roof inspection ready to generate with AI
    Describe the survey and AI builds the first draft

  2. 2Allocate the visits

    Allocate store visits to reps by area, job and work type, with each rep’s completed visits, quality pass rate and last worked date in front of you. Favourite your best people and find reps by name, postcode or town.

    Survey booking screen listing store visits to allocate, with the selected rep's completed visits and quality pass rate
    Allocating store visits to reps

  3. 3Reps work in store, even with no signal

    Reps complete their visits in the app on iPhone, Android or Windows. It works offline at the back of the store and syncs when the signal comes back.

  4. 4Tell reps what they need to know

    Send store information to whoever does the visit, or a message to one rep only, such as where the gondola end is or where the stock is kept. Messages go out in a daily digest, so nothing is buried in a WhatsApp group.

    Rep messages listing store notes and one-person messages with their status
    Store notes and messages to reps

  5. 5Check before the client sees it

    Completed surveys go through quality control. Reviewers approve them or reject them back to the rep for re-submission, and the counts are always on screen.

  6. 6Your clients log in to see their results

    Each brand gets its own portal login and sees its own results online. Build reports and dashboards for them, so the Friday report is a link rather than a spreadsheet, and start your own day with an AI summary of what needs attention.

    The report builder with a sales pipeline section of charts, and the settings for the selected chart open alongside
    Build the reports your clients want

Run the agency in the same system

The same CRM runs the rest of the business, so new work, the people doing it and the money all sit together.

Holidays and sickness

Booked once, approved in a click, so nobody is allocated a visit while they are off.

See team and absence

Why IceBubble

Paul spent over 20 years as a developer across IT and field marketing before founding IceBubble, and we have built field platforms for agencies for years, including Mirror Marketing's own system. Mirror Marketing and Magic Briefcase now run on IceBubble CRM.

You talk to the people who built it, and because we are a software house, if your agency needs something the CRM does not do yet, we can build it.

Read the Mirror Marketing case study or the Magic Briefcase case study

What our clients say

We haven't looked back

We moved Magic Briefcase onto IceBubble CRM in August and haven't looked back. Briefs, surveys, our field team and client reporting are all in one place, and our clients log in to see their own results. Paul's team know field marketing, so when we need something changing, it gets done.
Sophia Webber, Director, Magic Briefcase

Frequently asked questions

Does the rep app work offline in store?

Yes. It works with no signal and syncs when the connection comes back.

Can each client brief have its own survey?

Yes. Build as many as you need, in minutes with the AI survey builder.

Can brands see their own results?

Yes. Each client can have its own portal login to see its own results online.

Can we run the rest of the agency in it?

Yes. The pipeline, quotes, jobs, holidays, helpdesk and reports are all in the same CRM.

Who uses it?

Field marketing agencies including Mirror Marketing and Magic Briefcase.

See it with one of your briefs

Book a demo and we'll walk through a brief like yours, from survey to client report, and answer your questions.

Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.