Upvise

All in one CRM, Sales, Jobs, Invoices, Forms & Inspections Solution

Simple, beautiful, integrated & customizable. Upvise includes in one app:

• CRM & Sales

Upvise CRM is the sales tracking app you always wanted. Manage your contacts, track sales, log calls or create tasks all from your Android phone or tablet. All your changes are instantly synced with the Upvise CRM web app at upvise.com. Our next generation CRM allows you to easily capture sales data during or after meetings.

• Job Management

Upvise Jobs is a Job Management system for mobile businesses. It streamlines business processes such as job scheduling, quotes, time, labour, mileage & materials tracking. Our jobbing tool specializes in simplifying job dispatch and workflows. It replaces your current job sheets with state of the art job scheduling using mobile devices.

• Quotes & Invoices

Upvise Invoices is an invoicing software that helps you craft beautiful invoices, send payment reminders and get paid faster online. Track time for projects, quote and invoice your customers accordingly. Run reports in real-time and gain critical insights on your business performance. International Invoicing with multi currency support.

• Form / Inspections / Audits

Build your own forms in seconds and share them with your team in the field. More than just a checklist, Upvise Forms allows you to identify inspection trends across your whole company.

Advanced analytics provide reporting on performance across your teams including locations, templates and audits.

Manage risks and audits and see your team and worksites improve over time. Record everything digitally by centralizing your audit inspection system in the cloud. All digital audits are synced to your Upvise account so you can pull reports from anywhere at anytime.

• Project Collaboration:

Get things done faster. Keep track of everything from simple tasks to complex projects. Time Tracking: Define custom activities and track work and break time from any phone. Expenses: log travel or any company-related expenses, generate monthly reports

• Facillities Maintenance :

Schedule, Assign, Monitor Inspections & Job repairs

• Commissioning :

Design checklist forms for your assets and track punch items

Key Features:

• Fast native phone & tablet versions

• Works offline and syncs with your web account

• Phone Call integration (contact lookup, SMS logging)

• Photo Capture

• Signature Capture

• Map View & GPS : show all contacts & jobs near your current location

• NFC Tag & QRCode scaning

• Google Drive & Dropbox integration

• Skype app integration

• Custom Fields

• Share Location with co-workers in real-time (opt-in)

• Import/Export native phone contacts, Microsoft Outlook, Gmail, Salesforce & Xero