DescriptionUpvise Pro CRM provides mobile cloud CRM for small businesses. It is easy to use, clean, blazing fast & elegant yet incredibly powerful.
Think about it like Salesforce, Sugar CRM or SAP for the rest of us on any mobile or tablet.
With Upvise Pro CRM, you can organize and share information with your co-workers, and sync data between all the mobile phones and web accounts in your company.
It supports all devices in your companies: Android phones & tablets, iPad & iPhone, Blackberry & even Windows Phone and of course works on any web browser.
It comes integrated with more than 10 mobile applications:
• Contacts: consolidate all your contacts & companies CRM info & activity
• Sales: leads, opportunities, quotes, invoices & product catalog
• Projects: tasks, milestones & issues
• Ideas: gather feedback and manage the ideas you get from your customers, partners, and employees.
• Jobs: create, assign & manage work orders and jobs on the field real-time
• Forms: collect on-site data forms on your mobile and consolidate and export them as Excel sheets on your computer.
• Files & Notebooks: view and manage all your file attachments and notes
• and much more...
• Native phone & tablet versions
• Works offline and sync with your web account
• Send quotes, forms & invoices in PDF directly from your phone by email
• Photo Capture
• Signature Capture
• Map View & GPS : show all contacts near your current location
• Google Drive & Dropbox integration
• Skype app integration
• Custom Fields
• Group Email
• Phone Call integration (contact lookup, SMS logging)
• Share Location with co-workers in real-time (opt-in)
• Import/Export native phone contacts, Microsoft Outlook, Gmail, Salesforce and Yahoo
Available both as a free version and pro license (with 30 day free trial)