Pipeline and quotes
Every enquiry from a brand on one board, with quotes and deposits.
See the sales pipelineIceBubble 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.
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 the way your week actually goes.
How it works
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 survey.
Why it matters: a new brief is ready to go in minutes.
Describe the survey and AI builds the first draft 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.
Why it matters: the right rep gets each store, and you can see who is reliable.
Allocating store visits to reps 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.
Why it matters: results are captured once, in store, not typed up later.
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.
Why it matters: no WhatsApp threads to search through, and no instructions missed.
Store notes and messages to reps 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.
Why it matters: your client only sees work you are happy with.
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, and start your own day with an AI summary of what needs attention.
Why it matters: the Friday report becomes a link, not a spreadsheet.
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 absenceHelpdesk
Client and rep emails land as tickets on the right job.
See the helpdeskWhy 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.
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.