Upvise vs Protecht.ERM

Upvise for iPhone & iPad offers mobile + cloud access to your customer information available on the web. Upvise offers: • a complete customer relationship life-cycle management (CRM) software for managing Sales, Deals, Quotes & Invoices in a single system. • a powerful Forms app to create custom forms in minutes and gather data from the field • a Jobs management system to create, schedule, assign and complete work orders • a Timesheet app to log and submit time, and organize team schedule • a Projects app to collaborate with Tasks, milestones and plans. • an Equipment app to manage your equipment database Features: • Offline Access and syncing with your web account • Send quotes, forms & invoices in PDF directly from your phone by email * Ability to Call contacts directly from within the app and log calls subsequently • Take Photo and attach it to Contact, quote & invoices • Signature Capture for forms and quote approval • Map View & GPS : show all contacts near your current location • Custom Fields

The Protecht Mobile App enables your frontline staff to carry out critical risk management activities - quickly, easily, and securely - directly from their mobile device. Whether managing incidents, completing assessments, or updating tasks, the app ensures your risk processes stay moving - no matter where your team is. • Work smarter in the field: Access and complete Tasks, KRIs, and Compliance Attestations on the go. • Capture risk data instantly: Easily create and update simple records - such as actions, risk assessments and incidents - in real time. • Attach visual evidence with ease: Use your device’s photo library or camera to add images to incident reports, hazard logs, and inspection forms. • Stay connected - even when offline: Complete onsite inspection checklists in remote areas with the ability to work offline and sync when reconnected. • Safe, secure mobile access: Staff can securely access Protecht anytime from their phone or tablet—no need to return to a desk.