Upvise是一個行動雲平台,提供CRM、表單、工作管理、工時記錄、專案協作及設備管理等功能,支持離線訪問與數據同步。
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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
免責聲明:WebCatalog 與 Upvise 並無任何隸屬、關聯、授權或認可關係,亦不以任何方式與其存在官方連結。所有產品名稱、標誌及品牌均為其各自所有者的財產。
























