Customer Management

Features Getting Started

Unified View

All your customer activity, notes, quotes, tasks, meetings on one screen

Geolocalisation & Nearby

Find nearby customers on your phone with GPS. Filter them by group on a Map

Auto Log Calls

Record calls made or received on your phone, with duration and integrated callback scheduling

Callbacks & Meetings

View client meetings of all your team in the Calendar. Manage callbacks efficiently with the Tasks app.

Custom Fields

Input, find and sort the information most relevant to the way you work

Groups & Regions

Let you classify your customers the way you want

Easy Import

Import from Outlook, Gmail, Yahoo or any Excel file

Find Duplicates

And merge them to clean up your customer database

Easy Access Rights

Lets you define which staff member can have access to which customer data

Make your business mobile with Upvise


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