World Class CRM in Your Pocket

All-in-one Sales Management Platform.
Manage your business anywhere, anytime.

• Track your sales through the pipeline
• Mobile invoices for faster payment
• Integrates with Xero and MYOB

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Comprehensive client reporting (Web / Tablet View)

Features:

Lead Management

Organise your leads effectively. Track phone calls, meetings, notes and task to qualify them quickly.

Mobile Quotes and Invoices

Instantly create, add products and email as PDF from your phone.

Sales Tracking

For each opportunity, know which stage it is in, who worked on it, what happened so far and how likely it is to close.

Sales Forecasting

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.

Staff Activity Score

Gives you instant report of the aggregate level of activity for each sales staff, from meeting, notes, phone calls and even custom forms.

Track Inactive Deals

Get alerts for deals which have not been updated for a pre-configured amount of time.

Deal Commissions

Motivate your sales team by showing in real time the commission they get on deals.

Custom Fields

Lets you define and attach custom fields to your deals to match your qualification process.

Powerful Filtering

Lets you cut to the chase and see the deals you want yourself and your team to focus on.

Product Catalogue

Define pricing, sales tax, discount, categories, add photos and files.

Overdue Invoices

Automatically alerts you when an invoice is overdue or not sent to client.

Purchase Orders

Create purchase orders from you phone with the Product catalog and send it by email to your supplier.

Personalise

Custom logos, header and terms and conditions.

Track Payment Received

Manage partial payment and archive paid invoices.

Want to Get Started?

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Upvise® Sales Management