Upvise Pro CRM



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Description

Mobile + Cloud Solutions for Smart Companies

Mobilize your client and company data teamwide. Upvise links it all seamlessly in the cloud. Simple yet fully integrated & customizable.

Sales Management: Manage your sales pipeline, Track every deal in real-time on any device, Create invoices on the fly.
Customer Management: Call logging, Activity history, Email integration, Nearby customers.
Project Collaboration: Get things done faster. Keep track of everything from simple tasks to complex projects
Form Data Collection: Design & deploy custom forms & on any device. Collect field data instantly.
Job & Asset Management: Schedule and track jobs real time, manage assets from your phone
Time Tracking: Define custom activities and track work and break time from any phone.
Content Repository, store your Notes and Files in one place, manage Assets.

Comes integrated with more than 10 mobile applications:

• Contacts: consolidate all your client CRM info & activity
• Sales & Invoices: deals, quotes, invoicing & product catalog
• Projects: tasks, milestones & issues
• 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: organize your complete schedule from your mobile
• Timesheets: record activities daily and generate automatic reports
• Expenses: log travel or any company-related expenses, generate monthly reports
• Assets: manage database of physical or other assets, with geo-location, support of NFC
• and much more...

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

Free 30-day trial. Paid licences per user and year thereafter. See upvise.com for pricing details.

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Users review

from 410 reviews

"Great"

8.2