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About

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.

About

Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Commercial Service businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12.00/month/user
Free Version
Free Trial

Pricing

$17
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Upvise
Founded: 2008
Singapore
www.upvise.com

Company Information

Wingmate
Founded: 2016
Canada
wingmateapp.com

Alternatives

Alternatives

CSOne

CSOne

Libran Business Systems
Snapforce

Snapforce

SnapForce Technologies

Categories

Categories

Field Service Management Features

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

Field Service Management Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Integrations

Desktop.com
Kynection KIM
Zapier

Integrations

Desktop.com
Kynection KIM
Zapier
Claim Upvise and update features and information
Claim Upvise and update features and information
Claim Wingmate and update features and information
Claim Wingmate and update features and information