Upvise for iPhone & iPad offers mobile + cloud access to your customer information available on the web. Upvise offers: a complete customer...
Upvise for iPhone & iPad offers mobile + cloud access to your customer information available on the web. 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 databaseFeatures: 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