Audience

Companies searching for a solution to manage and organize their leads effectively

About Upvise

Organize your leads effectively. Track phone calls, meetings, notes and task to qualify them quickly. For each opportunity, know which stage it is in, who worked on it, what happened so far, and how likely it is to close. Predict with accuracy what actual sales are going to look like next week, next month, and next quarter. Custom Sales Pipeline. Customize each stage of the sales cycle, adding as many or as few stages as you need, and its likelihood based on its stage. Gives you an instant report of the aggregate level of activity for each sales staff, from meetings, notes, phone calls, and even custom forms. Get alerts for deals that have not been updated for a pre-configured amount of time. Motivate your sales team by showing in real-time the commission they get on deals. Powerful dashboard gives you instant overview of upcoming Activity and key performance metrics of your staff.

Pricing

Starting Price:
$12.00/month/user

Integrations

Ratings/Reviews

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Company Information

Upvise
Founded: 2008
Singapore
www.upvise.com

Videos and Screen Captures

Upvise Screenshot 1
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Product Details

Platforms Supported
Cloud
Android
iPhone
iPad
Training
Documentation
Webinars
Live Online
In Person
Support
Online
Phone Support

Upvise Frequently Asked Questions

Q: What kinds of users and organization types does Upvise work with?
Q: What languages does Upvise support in their product?
Q: What kind of support options does Upvise offer?
Q: What other applications or services does Upvise integrate with?
Q: Does Upvise have a mobile app?
Q: What type of training does Upvise provide?
Q: How much does Upvise cost?

Upvise Product Features

Field Service Management

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Tradesman Job Management

For Builders Not Supported
For Electricians Not Supported
For HVAC Not Supported
For Plumbers Not Supported
For Roofers Not Supported
For Field Service Businesses Not Supported
Quoting Not Supported
Scheduling Not Supported
Job Tracking Not Supported
Invoicing Not Supported
Reporting Not Supported
Dispatch Management Not Supported
Payments Not Supported
Customer Database Not Supported
Contract Management Not Supported
Time Tracking Not Supported