Upvise

Upvise is for sales and field-service teams that need to manage customer information, coordinate work and record activity from the office or on site. Its mobile and web apps bring CRM, job management and field data collection into one workspace, with records shared across a team and stored for offline use when there is no connection. Teams can track contacts and sales activity, manage deals, and prepare quotes and invoices. For field work, managers can schedule and assign jobs while staff view job details, record time, add photos, capture customer signatures and send PDF reports. Custom forms support inspections and other data-gathering tasks, including GPS and time-stamped entries. Upvise also includes tools for team timesheets, project tasks and milestones, and equipment records. It may suit businesses that want to connect customer management with field operations; the available tools cover several workflows, so teams can focus on the functions relevant to their work.

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