Upvise Pro CRM

Upvise Pro CRM


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...

Features:
• 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 upvise.com for pricing details.

Recent changes:
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
Add to list
Free
82
4.1
User ratings
45748
Installs
50,000+
Concerns
5
File size
1984 kb
Screenshots
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About Upvise Pro CRM
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...

Features:
• 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 upvise.com for pricing details.

Recent changes:
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

Android Market Comments
A Google User
Apr 25, 2015
not usable for me 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.
A Google User
Apr 5, 2015
Great shopping list but issue I second what others have said about the shopping list being the best by far. However, since the February version there is one really annoying bug. When sorting the list by category, every time an item is checked off, the list reverts to the alphabetic sort. Not the end of the world, but annoying. Fix that bug and it's back to being a solid 5!
A Google User
Mar 29, 2015
Great app. Good ui and features. One question. Why cant the app just automatically use my google contacts etc. The current manual fetch process is not ideal.
A Google User
Feb 24, 2015
I am using this app for 2 years and I think it is the CRM app out there.. Good support and great functionality I would be lost without it.
A Google User
Jan 6, 2015
No longer works I have used this app since about 2011 and had been very happy with it until about a month ago when it completely stopped working on my phone (the PC version still works). I have sent repeated crash reports and requests for help with no response. I have stored a lot of data using this app in both checklists and shopping lists butI can no longer get to any of it from my phone. I'm now looking for a replacement. Motorola Atrix
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