FieldworkOS for research agencies

One platform for sample management.
However you source.

FieldworkOS is the supplier lifecycle platform for online fieldwork — built for market research agencies running multi-supplier sample projects. It reads and actions supplier email, negotiates to your target margin, gates go-live on verified links, and computes reconciliation at field close.

40+

Supplier emails a day, parsed to cell level

100%

Go-lives gated on verified links

Days

To scale hard-to-reach audiences, not weeks

Minutes

Reconciliation at field close, not days

How agencies source today

Every sourcing route trades something away

Single vendor

Locked into one panel

Feasibility caps out on niche audiences, there's no price tension — and when their panel can't fill, your deadline slips with it.

Marketplace

Reach without control

Opaque blending, quality that varies by source, and reconciliation disputes argued across someone else's black box.

DIY multi-supplier

Control at the cost of your team

40+ emails a day, CPIs transcribed into spreadsheets, redirects tested by hand, and days of close-out archaeology per project.

The fourth option

Multi-supplier control with single-vendor simplicity — your suppliers, your pricing, your quality bar, orchestrated by a system instead of an inbox. FieldworkOS is not a marketplace; it never sits between you and your suppliers.

One lifecycle, end to end

From the first RFQ to the reconciled invoice

Four stages, one system. The coordination work that currently lives across email, spreadsheets and whoever last checked the inbox — handled in one continuous, auditable flow.

01

Bid & negotiate

AI parses every supplier email; quotes arrive structured to quota-cell level. The strategy engine negotiates CPIs toward your target margin — you approve what matters, and anything uncertain routes to human review, never guessed.

02

Launch

Redirects captured, test IDs swapped, links verified end to end. A failed test blocks launch — the broken-redirect soft launch becomes structurally impossible.

03

In field

Real-time quality, fraud and quota-pace monitoring across every source: quality fails, incidence below bid, geo mismatch, duplicates, quota stalls — flagged while you can still pause the source and protect the deliverable.

04

Close & learn

Valid completes, actual LOI and reconciled CPI computed at field close, with evidence attached. Supplier intelligence compounds — every project sharpens the next bid round.

Hard-to-reach audiences

Scale suppliers to hard-to-reach audiences — in days

Low-IR B2B, healthcare professionals, multi-market quotas: instead of waiting on a couple of suppliers or an opaque marketplace, bid the spec out wide and let the system run the round.

Bid wide in one action

One spec, RFQs to your whole roster at once — new sources onboarded into the same lifecycle, not a new process.

Feasibility answers fast

Structured quotes at quota-cell level show who can actually fill each cell — in days, not weeks of email rounds.

Blend without the black box

Combine sources with per-supplier quality and pacing visible — you control the blend a marketplace hides.

Swap sources mid-field

A stalling or failing supplier gets paused and backfilled from the roster — the deadline holds.

The operational picture

Every supplier on every survey, one screen

Lifecycle state per supplier per survey — from RFQ sent to reconciled and paid. Quota pace, quality flags and pending approvals surface on one dashboard, so status lives in the system instead of in whoever last checked the inbox.

Supplier lifecycle · all surveys

Live
  • Supplier X

    Survey 3 · US-HEALTH-001

    In field
    On pace
  • SampleNow

    Survey 3 · US-HEALTH-001

    In field
    Term rate above ceiling
  • GlobalPanel

    Survey 5 · DE-TECH-003

    Launch gated
    1 redirect failing test
  • PanelCo

    Survey 5 · DE-TECH-003

    Negotiating
    Counter sent · $4.60
  • ResearchPro

    Survey 1 · UK-FIN-002

    Reconciled
    Invoice generated
4 surveys · 6 suppliers3 approvals pending

Where are we with Supplier X on Survey 3?

Always a one-glance answer. Never an inbox archaeology exercise.

Who it's for

Built for the people accountable for fieldwork

Project & fieldwork managers

Run more concurrent studies without living in the inbox or watching dashboards all day.

Research managers & directors

Margins, quality and delivery hold consistently — whoever's on the project.

Operations leads

A defensible, auditable record of every supplier interaction and quality decision.

Agency leadership

Target margin defended on every project, and capacity that scales with studies rather than headcount.

Running research in-house rather than for clients?

For corporate insights teams
See it on your own work

See it run on one of your live projects.

The fastest way to evaluate FieldworkOS is on a real study. It works alongside your survey platform and your existing supplier relationships — book a walkthrough with the SoftSight team.

  • Works alongside your existing survey platform
  • Your supplier relationships stay yours
  • Evaluated on a live project, not a sandbox demo