Used Upvise for iOS?
Upvise Analysis
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Not written by CNET Staff.
Upvise for iPhone & iPad is a versatile productivity app designed to streamline customer relationship management. It integrates features for managing sales, deals, quotes, and invoices within a single platform, ensuring that users can access critical customer information on-the-go. The app also includes a Forms feature that allows users to create custom forms quickly, making it easy to gather data directly from the field. Additionally, Upvise supports job management, timesheet logging, project collaboration, and equipment management, catering to a wide range of business needs.
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With offline access and seamless synchronization with web accounts, Upvise enhances productivity by allowing users to send quotes, forms, and invoices in PDF format via email directly from their devices. The app facilitates communication by enabling users to call contacts and log calls, attach photos to various entries, and capture signatures for approvals. Furthermore, the integrated map view and GPS functionality help users locate nearby contacts, while custom fields provide flexibility for personalized data entry.