Upvise er en mobil cloud-platform til CRM, salgsstyring, jobsadministration og projektsamarbejde, der muliggør offline adgang og dataintegration.

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Upvse is a mobile cloud platform. Its mobile cloud technologies—including its flagship sales, CRM, and field services applications—help companies connect with customers, partners, and employees in entirely new ways. 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

Kategorier: BusinessCRM

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