Upvise Pro CRM

Upvise Pro CRM

50,000 - 100,000 downloads

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Upvise Pro CRM provides mobile cloud CRM for small businesses. It is easy to use, clean, blazing fast & elegant yet incredibly powerful.

Think about it like Salesforce, Sugar CRM or SAP for the rest of us on any mobile or tablet.

With Upvise Pro CRM, you can organize and share information with your co-workers, and sync data between all the mobile phones and web accounts in your company.

It supports all devices in your companies: Android phones & tablets, iPad & iPhone, Blackberry & even Windows Phone and of course works on any web browser.

It comes integrated with more than 10 mobile applications:
• Contacts: consolidate all your contacts & companies CRM info & activity
• Sales: leads, opportunities, quotes, invoices & 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

New in 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

New in 5.1
* New Refresh progress bar with swipe down gesture like Gmail
* Auto compute phone call duration
* Updated Black left side view for application switching
* New integrated Help
* New Calendar Month view design
* Simplified Calendar View, Tasks & contact screen


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

    by Stefan Gephart on 10/02/2014

    I downloaded the trail version and I love everything about it. I am looking forward to paying for the full version. I am a mobile small business owner and as of right now this app is the best thing out there. Just like salesforce but alot simpler and more

  • (66 stars)

    by Bayacht Stayble on 02/02/2014

    Best bang for the buck

  • (66 stars)

    by Boonsong Lee on 24/01/2014

    Good App and how to have my location map

  • (66 stars)

    by Dan Carter on 20/01/2014

    The app is easy and helps me manage multiple customers and companies. It would be even better if appointments on the calendar could be marked as reoccurring, which would aid the the creation of a sales call cycle. Also, there should be an easy way to sync

  • (66 stars)

    by Lou Martorelli on 11/01/2014

    None better!

  • (66 stars)

    by Mark Elliott on 09/01/2014

    Don't download trial unless you are willing to pay after 30 days as free version only gives access to contacts and notes which are standard apps on a phone anyway... waste of time

  • (66 stars)

    by Tim Altenburg on 19/11/2013

    Very useful, comprehesive and easy. Ability to edit & link companies, tasks, contact, sales, project, job, invoices, events, etc from my android phone or ipad saves me much time every day. Sync is always fast. Been a user for almost 2 years. Developer