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
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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