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Upvise Pro CRM

Upvise Pro CRM

50,000 - 100,000 downloads

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Access and share your company data with your team anywhere, on your phone, tablet or on the web.

Upvise links it all seamlessly in the cloud. Simple yet fully integrated & customizable.

BYOD Bring Your Own Device: Android phones & tablets, iPad & iPhone, Blackberry & Windows Phone and of course works on any web browser.

• Client management, Call logging, Activity history, Email integration, Nearby customers
• Sales management, Opportunity tracking, Quotes and Invoicing, Purchase Orders
• Field Services, Geolocation, Forms for Customizable data input, Job scheduling and tracking
• Getting organized, get things done with Projects, Tasks, Calendar
• Content Repository, store your Notes and Files in one place, manage Assets

It comes integrated with more than 10 mobile applications:
• Contacts: consolidate all your contacts & companies CRM info & activity
• Sales & Invoices: leads, opportunities, quotes, invoicing & product catalog
• Projects: tasks, milestones & issues
• Ideas: gather feedback and manage the ideas you get from your customers, partners, and employees.
• Jobs: create, assign & manage work orders and jobs on the field real-time
• Forms: collect on-site data forms on your mobile and consolidate and export them as Excel sheets on your computer.
• Files & Notebooks: view and manage all your file attachments and notes
• Calendar
• and much more...

Features:
• Native phone & tablet versions
• Works offline and sync with your web account
• Send quotes, forms & invoices in PDF directly from your phone by email
• Photo Capture
• Signature Capture
• Map View & GPS : show all contacts near your current location
• Google Drive & Dropbox integration
• Skype app integration
• Custom Fields
• Group Email
• Phone Call integration (contact lookup, SMS logging)
• Share Location with co-workers in real-time (opt-in)
• Import/Export native phone contacts, Microsoft Outlook, Gmail, Salesforce and Yahoo

Available both as a free version and pro license (with 30 day free trial)

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Recently changed in this version

5.3.11:
* Enhanced built-in Maps
* Bugfixes (upload of files from Drive and Dropbox)

5.3.6:
* Push Notifications
* Phablet mode support in landscape

5.3:
* Enhanced Map view Google Maps
* Map marker clustering

New in 5.2:
* Charts in Projects, Expenses & Jobs
* New Form Template Field : toggle button with color state
* Bug fixes


Comments and ratings for Upvise Pro CRM
  • (66 stars)

    by Corey Scott on 23/09/2014

    But that alone makes it worth using. It's the simplest, feature rich and easy to update grocery list app out there. I wish the check boxes were on the left side of the list so the scrollbar on the right wouldn't be so easy to hit by mistake. Otherwise, great app.

  • (66 stars)

    by mohd shahid on 10/08/2014

    best app for everyone

  • (66 stars)

    by Laura Ziegler on 05/08/2014

    It's the best app for our shopping lists... been using it for years. Either my husband or I can do the shopping and know exactly what we need!

  • (66 stars)

    by Leonard Frankel on 26/07/2014

    Useful, but the checkboxes on the shopping list are on the right, next to the scroll bar, so it's nearly impossible to check off items without accidentally scrolling. Move the checkboxes to the left side, please!

  • (66 stars)

    by Todd T on 08/07/2014

    This is a collection of different apps that work together to help you streamline your workflow and crm. Very robust. It hangs more often than I like so I have 4 stars. Otherwise it does everything I need it too.

  • (66 stars)

    by Punit Singh on 25/06/2014

    I really love it and this app is very fast and useful. Still need to check if this has any trial limitation... Well upvise guys... Could you also include INR in currency?

  • (66 stars)

    by Pablo Deablo on 25/05/2014

    not bad but not great