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Upvise

Upvise

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Upviseは、CRM、営業、フィールドサービス用のクラウドプラットフォームで、顧客やパートナーとの新しい接続方法を提供します。

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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

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