Upvise for iPhone & iPad offers mobile + cloud access to your customer information available on the web. Upvise offers:
• a complete customer relationship life-cycle management (CRM) software for managing Sales, Deals, Quotes & Invoices in a single system.
• a powerful Forms app to create custom forms in minutes and gather data from the field
• a Jobs management system to create, schedule, assign and complete work orders
• a Timesheet app to log and submit time, and organize team schedule
• a Projects app to collaborate with Tasks, milestones and plans.
• an Equipment app to manage your equipment database
• Offline Access and syncing with your web account
• Send quotes, forms & invoices in PDF directly from your phone by email
* Ability to Call contacts directly from within the app and log calls subsequently
• Take Photo and attach it to Contact, quote & invoices
• Signature Capture for forms and quote approval
• Map View & GPS : show all contacts near your current location
• Custom Fields
Fixed a bug when user was logout during a sync in some cases
Ratings and Reviews
In conjunction with the web interface Upvise is a powerful tool for managing your business.
The app is rock solid, fast intuitive and saves us a lot of time where we used to rely on manual paper methods of entry.
It brings transparency and live data in real time.
Health and safety compliance is now a breeze.
Wow this is a nice surprise
I have been seaching for an app that links notes, tasks, projects and sales opportunities to contacts, as well as sync'ing to the cloud. Well Upvise took me by surprise as it does it very well on both the iPhone and the web. This will make my job easier and much more fun. Killer app, thanks!
Up to six family members will be able to use this app with Family Sharing enabled.