Screenshots

Description

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

Features:
• 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

What's New

Version 5.8.18

Bug fixes
Performance improvements

Ratings and Reviews

Pretty Good

JermieK

I downloaded this over a yr ago and have been using it off and on testing different mobile apps. All I need is something I can write notes in the conversations I've had with customers and sales histories for each account. I also use it when I'm in a territory and finish up early, I'll use thee "region" function and find a prospect to cold call. I was worried this app would go away and I wouldn't be able to use it anymore. But, it seems to have stuck around for quite a wile. Overall - I'm extremely pleased with what I use this app for.

Pretty good app for notes and lists

Alp-max

This replaced the Notes app on my ipad and ipod. I use it for syncing simple notes, to do's, and text lists between my laptop, iPad, iPod, and Blackberry, all of which can edit them. For example, I use the PC browser to create shopping lists while at my desk at work, then read it off my blackberry while in the store.

For PCs, It's browser-based so there is no software to download. It would be nice if there was a passcode option on the iPad (the device most people ask me if they can play with).

Extremely flexible

ChulaRH

I have been looking for an app to keep track of my "to-do" list related to all of my clients and I have found Upvise to be extremely flexible. I can attach a client name to a task, I can be very specific or very general with due dates (I love "someday" as a choice!), I can keep a running list of my shopping items, I can organize a multi-step project, etc. I think the program is extremely flexible and therefore valuable as a productivity tool. There are a couple of minor bugs with buttons not showing what you are expecting to see but otherwise is great.

Information

Seller
Thierry BRETHES
*WEA.AppPages.Size*
26.4 MB
Category
Business
Compatibility
Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English, French
Age Rating
Rated 4+
Copyright
© 2018 Unyverse Pte Ltd
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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