Upvise este o platformă mobilă cloud pentru CRM, vânzări și servicii pe teren: gestionează contacte, oferte, facturi, formulare, joburi, pontaje, proiecte și echipamente; funcționează offline, sincronizează, trimite PDF și folosește GPS.
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
Declinare a răspunderii: WebCatalog nu este afiliat, asociat, autorizat, aprobat de sau conectat oficial în niciun fel cu Upvise. Toate numele produselor, siglele și mărcile sunt proprietatea deținătorilor respectivi.
