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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 Service Hub CRM?

Service Hub CRM simplifies the process of delivering outstanding service. Connecting with a customer to schedule an appointment often necessitates multiple calls, which can lead to frustration. By equipping your staff with our comprehensive tools, you can enhance customer service quality significantly. We recognize the importance of effective communication in developing relationships, and we pay attention to every detail. Our software is customizable to cater to the specific needs of your business. Rather than managing various systems separately, consider integrating them for a more cohesive experience. Our committed team is available to assist you in navigating our platform, ensuring you become proficient in its functionalities. You can access all vital information from your dashboard, which will streamline your workflow. Technicians are able to provide real-time updates on ticket statuses to both you and your clients, keeping everyone in the loop. Manage your orders seamlessly through our application, boosting overall productivity. Our GPS features ensure you never lose your way on the way to your next appointment. You can easily upload files from your device for quick access, and stay updated with notifications regarding your order statuses on your mobile phone. In addition, we continuously strive to improve our offerings, making your service experience even more efficient and enjoyable. All these features coalesce to create a more streamlined and effective service delivery process.

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

Service Technologies

Date Founded

2017

Company Location

United States

Company Website

servicehubcrm.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

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

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

Delivery Management

Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback

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

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special 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

Transportation Dispatch

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

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