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 5.3.5:
* Push Notifications
* Phablet mode support in landscape

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


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

    by Pablo Deablo on 25/05/2014

    not bad but not great

  • (66 stars)

    by David Anderegg on 16/04/2014

    I have used everything: basecamp, salesforce, insightly, etc. But none of them have as good of a native app as Upvise. Also the Web based dashboard is super fast and user friendly. I absolutely love everything about it. Tasks, projects, ideas, contacts, it's all in there and interconnected. Excited to hear from the developers that there will soon be MailChimp integration.

  • (66 stars)

    by Vance Bass on 01/04/2014

    We use the shopping list feature regularly, and could not live without it now. The interface keeps getting better and easier to use. A very functional program.

  • (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 aimed for small businesses

  • (66 stars)

    by Marcus van Enk on 04/02/2014

  • (66 stars)

    by Bayacht Stayble on 02/02/2014

    Best bang for the buck

  • (66 stars)

    by Social Local Thailand on 24/01/2014

    Good App and how to have my location map