Upvise 4+

Unyverse Ltd

Designed for iPad

    • 3.8 • 6 Ratings
    • Free

Screenshots

Description

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

Features:
• 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

What’s New

Version 8.0.2

Bug fix when entering decimal numbers

Ratings and Reviews

3.8 out of 5
6 Ratings

6 Ratings

FreeForAllUSA ,

Good for notes

I like the quick ease of access to notes that sync between my devices. I have used this for several years (mostly the notes and folder features). I wish I could insert pictures in the notes (on iPad). Also, lately, I have not been able to copy and paste text from notes without opening the Edit feature. Strange.

ChulaRH ,

Extremely flexible

I have been looking for an app to keep track of my "to-do" list related to all of my clients and I have found Upvise to be extremely flexible. I can attach a client name to a task, I can be very specific or very general with due dates (I love "someday" as a choice!), I can keep a running list of my shopping items, I can organize a multi-step project, etc. I think the program is extremely flexible and therefore valuable as a productivity tool. There are a couple of minor bugs with buttons not showing what you are expecting to see but otherwise is great.

Son of Disgruntled ,

App deleted my account without warning!

My email no longer connects to my account. It appears all my data is gone.

BEWARE! Don’t trust this app.

App Privacy

The developer, Unyverse Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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