Upvise est une plateforme mobile cloud offrant des applications pour la gestion de la relation client, des formulaires, des emplois, et des projets, avec accès hors ligne et synchronisation.
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
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