Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Docket Reviews & Ratings
    59 Ratings
    Company Website
  • CompanyCam Reviews & Ratings
    5,581 Ratings
    Company Website
  • Resco Field Service+ Reviews & Ratings
    4 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,300 Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    29 Ratings
    Company Website
  • Connecteam Reviews & Ratings
    9,804 Ratings
    Company Website
  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • Shippo Reviews & Ratings
    910 Ratings
    Company Website
  • Nasdaq Metrio Reviews & Ratings
    14 Ratings
    Company Website

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 SugarCRM?

Gain an all-encompassing understanding of customer interactions, histories, and records through a unified interface. Reduce the number of clicks required while boosting efficiency with a comprehensive view of customer data. Dive deep into customer insights utilizing advanced drill-down capabilities. Leverage integrated AI to pinpoint the best opportunities and accelerate deal closures. Receive personalized recommendations for the most impactful actions to undertake in diverse sales situations. Focus on high-potential leads with predictive analytics that evaluate the likelihood of deal success. Replicate successful methodologies by using sophisticated forecasting techniques and timely analytics. Track sales performance through real-time metrics and reporting, removing the necessity for manual spreadsheets. Anticipate changes in the sales pipeline and quota achievements using role-specific dashboards. Simplify and automate your sales processes with intuitive drag-and-drop functionalities and in-built instructional resources. Utilize Smart Guides to navigate complex sales tasks effortlessly. Collaborate seamlessly by taking advantage of native integrations with external document management systems, ensuring a smooth workflow across different platforms. This thorough approach not only boosts efficiency but also equips sales teams to operate more effectively and with greater strategic insight. By enhancing collaboration and data accessibility, teams can make informed decisions that lead to improved sales outcomes.

Media

Media

Integrations Supported

ADP DataCloud
Act-On
Axis LMS
Dropbox
Elate
Insider One
LetterFriend
Magic EDI Service
NetSuite
PDM Studio
Paminga
Priority Software
RingCentral RingCX
SYSPRO ERP
Sage X3
Sugar Market
Sugar Sell
WebTrak
momencio
sales-i

Integrations Supported

ADP DataCloud
Act-On
Axis LMS
Dropbox
Elate
Insider One
LetterFriend
Magic EDI Service
NetSuite
PDM Studio
Paminga
Priority Software
RingCentral RingCX
SYSPRO ERP
Sage X3
Sugar Market
Sugar Sell
WebTrak
momencio
sales-i

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

SugarCRM

Date Founded

2004

Company Location

United States

Company Website

www.sugarcrm.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

Popular Alternatives

Popular Alternatives

CSOne Reviews & Ratings

CSOne

Libran Business Systems
Snapforce Reviews & Ratings

Snapforce

SnapForce Technologies