Upvise Pro CRM

Upvise Pro CRM is a versatile mobile and cloud-based solution designed to elevate operational efficiency for businesses. It serves as a comprehensive tool to streamline customer relationship management, sales tracking, project collaboration, and data collection seamlessly in a cloud environment, ensuring accessibility and real-time synchronization across devices.

Key benefits for users include the ability to manage the sales pipeline effectively, with the convenience of tracking deals and generating invoices on-the-go. Customer management is enhanced through features such as call logging, activity history, email integration, and locating nearby customers, all designed to bolster client relations.

Project collaboration tools empower teams to complete tasks with greater speed and manage complex projects efficiently. For insights gathered on the field, the form data collection feature is indispensable, allowing for custom form design and deployment across devices.

Furthermore, job and asset management is made more accessible by scheduling and tracking work in real time while managing assets directly from a mobile device. Time tracking functionalities cater to work and break time management with customizable activities, contributing to improved workflow.

The content repository offers a centralized storage solution for notes and files, while integration with over ten mobile applications enhances the convenience even further. Features such as PDF export for quotes and invoices, photo and signature capture, map views, and real-time location sharing with colleagues, augment user experience and productivity.

Integration with Google Drive, Dropbox, and various communication platforms, including Skype, fosters teamwork and document management. Custom fields and support for NFC add to the app’s versatility, allowing customization to specific business needs.

For professionals seeking an all-in-one CRM and project management solution, this platform presents itself as a powerful contender, offering a free 30-day trial to experience its comprehensive features with subsequent paid licenses on an annual per-user basis. Upvise Pro CRM promises to keep businesses connected and well-coordinated, with data and collaborations syncing flawlessly between the web account and mobile devices.