Screenshots
About this app
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 13.4 · Nov 6, 2026
• Support of iPhone Duo • Bug fixes
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