Upvise Sales

Keep track of your Sales Leads & Opportunities and create related tasks. Manage your Product catalog and create Quotes for your customers.

Track Leads

A lead is a contact that can eventually lead you to a sales opportunity. Store contact information and keep track of the tasks related to your leads.

Opportunities

An opportunity is linked to a company and contacts. It can also have related tasks and notes, quotes and file attachments

Quotes

Manage your draft or confirmed quotes. Add items from your Products database to your quote. The total amount of the quote is calculated automatically.

Products

Maintain your database of products on your mobile. Instant search products by category or manufacturer. Display product information, price. discounts, sales tax. You can link product images too.

Works Well with Email

Forward all the important email you receive for your opportunity to your personal Upvise Email address. Create new tasks or notes for your project without leaving your mail application. Get notified when a task is due or when someone assigned a new task to you.

All your Opportunities Files in one place

Attach any file (.PDF, Word, Excel) file to your project. Store them securely on your Upvise Web Account. Redownload and view all files on your phone. Take Picture with the Built-in Phone camera.