Upvise Pro CRM

    Upvise Pro CRM icon

    Upvise Pro CRM

    by: 409 8.2

    8.2 Users



    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...

    • 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 for pricing details.

    Tags: upvise pro , upvise pro crm , upvise login , upvise , upvise widget , how to use upvise pro , upvise crm , upvise tutorial , crm tablet

    Users review

    from 409 reviews



    Users comments for Upvise Pro CRM

    Mat Keyzer

    by Mat Keyzer

    Nov 11, 2016  |  "Poor"

    Needs removal from play store.

    Rangana Prageeth

    by Rangana Prageeth

    Dec 03, 2015  |  "Awesome"

    Time save, paperless and you can not say that I lost all the data

    Marty Theresa

    by Marty Theresa

    Nov 18, 2015  |  "Poor"

    I cannot see the text when editing an item due to the text being white on a white background. Please fix

    Mark Sherman

    by Mark Sherman

    Sep 29, 2015  |  "Poor"

    Error on creating account.

    Carly Rodriguez

    by Carly Rodriguez

    Sep 09, 2015  |  "Poor"

    I have been a client for over 3 years now. I have tried to communicate with them over a database issue. - un-linked records., database is running slow and it get stuck when closing task. Our company have the pro version wich is supposed to include telephone support yet this date we have not been able to get assistance or a response.

    Robert Kaimowitz

    by Robert Kaimowitz

    Apr 25, 2015  |  "OK"

    TabPro12.2 Wifi - I use google voice & skype for Voice calls, this app recognizes neither, only a cell radio meaning you cannot call contacts from the app using voip.