Upvise Pro CRM

Upvise Pro CRM


(4 stars)


Download for Android Like

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...

• 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

1. New Take Picture Popup Box
with Support of Google Drive and Dropbox Native apps
and New Document Scanning option

2. Optimized document scanning in Forms app for Photo field

3. Upgraded Synchronization protocol. Faster sync in edit screen

4. Enhanced Signature Entry UI & better signature resolution.

5. Support of photos for contacts

6. Map View : Show building and building level in embedded maps

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

    by Mark Dawson on 06/01/2015

    I have used this app since about 2011 and had been very happy with it until about a month ago when it completely stopped working on my phone (the PC version still works). I have sent repeated crash reports and requests for help with no response. I have stored a lot of data using this app in both checklists and shopping lists butI can no longer get to any of it from my phone. I'm now looking for

  • (66 stars)

    by Garth Coetzee on 18/12/2014

    Great. If not the best. I've been using it for years now and can't be without it.

  • (66 stars)

    by C. Daniel Leadingham on 17/12/2014

    Put our small company in the game

  • (66 stars)

    by Mark Steggall on 11/12/2014

    Great system ever evolving. Love it.

  • (66 stars)

    by Chris B on 30/09/2014

    There are countless free apps available, making this once free app a waste of money now.

  • (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

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