Upvise Pro CRM

Upvise Pro CRM


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)

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
45757
Installs
50,000+
Concerns
5
File size
1984 kb
Screenshots
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About Upvise Pro CRM
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)

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

User reviews of Upvise Pro CRM
Write the first review for this app!
Android Market Comments
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
A Google User
Dec 18, 2014
Great. If not the best. I've been using it for years now and can't be without it.
A Google User
Dec 17, 2014
V.P. Put our small company in the game
A Google User
Dec 11, 2014
Integrated management system. Great system ever evolving. Love it.
A Google User
Sep 30, 2014
Better options available There are countless free apps available, making this once free app a waste of money now.