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:
* New Android L Look & Feel : clean & fresh UI
* New Image Annotation Tool : go to Files apps, select an image tap Edit button
* Updated side view with application list icons

5.3.11:
* Enhanced built-in Maps
* Bugfixes (upload of files from Drive and Dropbox)

5.3.6:
* Push Notifications
* Phablet mode support in landscape

5.3:
* Enhanced Map view Google Maps
* Map marker clustering


Comments and ratings for Upvise Pro CRM
  • (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 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

  • (66 stars)

    by Dan Carter on 20/01/2014

    The app is easy and helps me manage multiple customers and companies. It would be even better if appointments on the calendar could be marked as reoccurring, which would aid the the creation of a sales call cycle. Also, there should be an easy way to sync with outlook calendar.

  • (66 stars)

    by Lou Martorelli on 11/01/2014

    None better!