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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 Plug2Field?

Unifying your field workforce can significantly enhance customer satisfaction, reduce operational costs, and increase profit margins. Our approach involves a close partnership with clients to pinpoint their specific business hurdles and provide customized solutions that smoothly integrate into their field operations, resulting in concrete benefits that help them reach their goals. Fieldomobify offers a cloud-based mobile application and software solution tailored for the management of field services, enabling service teams to automate and refine their daily tasks, including scheduling, dispatching, and monitoring activities. Additionally, Plug2Field is a specialized Workforce Management Platform designed for enterprises, allowing effective oversight of both field service and field sales teams. These mobility solutions are developed with the unique requirements of each customer in mind, ensuring that the customization aligns with the specific characteristics of each organization. By utilizing these advanced platforms, companies can achieve remarkable enhancements in operational efficiency and productivity. Ultimately, the integration of tailored solutions not only streamlines processes but also fosters long-term relationships with clients, which is vital for sustained success.

Media

Media

Integrations Supported

Desktop.com
Kynection KIM

Integrations Supported

Desktop.com
Kynection KIM

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Plug2Field

Date Founded

2014

Company Location

India

Company Website

www.plug2field.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

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

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