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 database
• 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