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What is Upvise?

Effectively oversee your leads by meticulously tracking phone calls, meetings, notes, and tasks to rapidly assess their potential. Understanding the current stage of each opportunity, the key participants, the advancements made, and the likelihood of a successful closure is essential for every lead. Being able to accurately project your sales figures for the upcoming week, month, and quarter is also crucial. Customize your Sales Pipeline to fit your specific requirements by modifying the number of stages in the sales cycle and evaluating the closure probability for each phase. Gain immediate access to detailed reports that outline the overall activity levels of each sales representative, encompassing their meetings, notes, phone calls, and any unique forms they have used. Set reminders for deals that have not received updates within a designated period to ensure no opportunities slip away. Motivate your sales team by showcasing their real-time commissions on every deal, fostering an environment that balances competition and collaboration. The comprehensive dashboard provides a quick overview of upcoming tasks and key performance indicators for your team, keeping you updated on their progress and overall effectiveness. This holistic strategy not only streamlines sales workflows but also empowers your team to reach their goals with greater efficiency and enthusiasm. By implementing these practices, you can significantly enhance your team's productivity and drive better results in your sales efforts.

What is Mogo CRM?

MOGO CRM is an innovative mobile-focused platform designed for customer relationship management, offering a comprehensive array of features encompassing Sales, Service, Time Management, and Purchase Requisitions, all easily accessible on mobile devices. Users can effortlessly communicate through emails, text messages, and phone calls while keeping track of their recent interactions and setting up appointments. The platform facilitates personalized selling by automatically presenting information from social media profiles, enhancing user engagement. After any call, whether it is incoming or outgoing, users can swiftly document the conversation and add pertinent notes for future reference. MOGO keeps users updated with alerts regarding the progress and potential value of their deals, which significantly accelerates the closing process. Moreover, the potential for earning commissions acts as a powerful motivator for sales professionals. The platform efficiently manages various communication channels, including Web, Email, Facebook, LinkedIn, Bing, Google AdWords, and others, ensuring a holistic approach to engaging customers. Furthermore, users can invite external vendors, such as digital content providers, to augment their service capabilities, leading to an enriched experience. This array of functionalities not only streamlines sales processes but also cultivates a more organized and productive working environment. In conclusion, MOGO CRM stands out as a versatile solution that empowers users to optimize their customer interactions and drive sales success.

Media

Media

Integrations Supported

Desktop.com
Google Workspace
Kynection KIM

Integrations Supported

Desktop.com
Google Workspace
Kynection KIM

API Availability

Has API

API Availability

Has API

Pricing Information

$12.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$9.99 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upvise

Date Founded

2008

Company Location

Singapore

Company Website

www.upvise.com

Company Facts

Organization Name

Mogo CRM

Company Location

United States

Company Website

mogocrm.com

Categories and Features

Field Service Management

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

CRM

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

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