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

5.4.3 : UI Updated to match Android 5.0
* Updated Network indicator
* Updated Application list side pane
* Updated tabs
* Done Button in Edit view is now on the top left of the toolbar.
* New Floating Action button and Floating Next Previous button

5.4:
* New Image Annotation Tool : go to Files apps, select an image tap Edit button
* Updated side view with application list icons


Comments and ratings for Upvise Pro CRM
  • (50 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.

  • (50 stars)

    by C. Daniel Leadingham on 17/12/2014

    Put our small company in the game

  • (50 stars)

    by Mark Steggall on 11/12/2014

    Great system ever evolving. Love it.

  • (50 stars)

    by Chris B on 30/09/2014

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

  • (50 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.

  • (50 stars)

    by mohd shahid on 10/08/2014

    best app for everyone

  • (50 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!

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