Used Upvise for iOS?


Upvise Analysis

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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.

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Used Upvise for iOS?


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Full Specifications

GENERAL
Release
Latest update
Version
12.5
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 16.4
POPULARITY
Total Downloads
29
Downloads Last Week
0

Report Software

Last Updated


Developer’s Description

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

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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Unyverse, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.