Upvise Pro CRM
50,000 - 100,000 downloadsAdd this app to your lists
+ By Unyverse Ltd
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
• 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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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