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Upnify CRM

Tekpon Score
8.5

Upnify CRM Reviews

& Product Details

What is Upnify CRM?

Upnify CRM is a comprehensive Customer Relationship Management software designed for businesses aiming to enhance their sales processes and customer relations. It stands out by offering a robust suite of features, including lead and contact management, sales automation, and detailed reporting.

These features come together to streamline the sales cycle, from lead capture to deal closure, ensuring that businesses can manage their customer interactions more efficiently and drive sales growth. Furthermore, Upnify’s user-friendly interface and customizability make it accessible for businesses of all sizes, across various industries.

The software benefits businesses by offering tools that facilitate improved communication with clients, lead nurturing, and sales team performance tracking. It simplifies complex sales processes, making it easier for teams to follow up with leads, manage tasks, and close deals.

Upnify CRM is particularly useful for sales teams looking for a scalable solution to optimize their sales strategies and improve overall productivity. Its cloud-based nature allows for remote access, making it a flexible solution for teams working from different locations.

Found in these Categories

Best For

Web-based customer relationship management (CRM) solution
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Upnify, LLC

  • Located In

    Mexico

  • Website

    upnify.com

Starting from:

$14 /user/month, billed annually

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Upnify CRM offers three pricing plans: Basic at $14 per user/month with essential features, Pro at $20 per user/month including advanced tools and support, and Max at $35 per user/month offering premium integrations and priority support. All plans are billed annually with a 20% savings option.

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Cataloging/Categorization
  • Client Portal
  • Client Management
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Segmentation
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Referral Tracking
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management

Additional Features

  • Account Alerts
  • Account Management
  • Appointment Management
  • Appointment Scheduling
  • Autoresponders
  • Campaign Scheduling
  • Campaign Segmentation
  • Campaign Tracking
  • Cohort Analysis
  • Customer History
  • Customer Management
  • Customization
  • Dashboard Creation
  • Data Extraction
  • Data Visualization
  • For Sales Teams/Organizations
  • For Small Businesses
  • Funnel Analysis
  • Image Library
  • Inbox Management
  • Lead Notifications
  • Lead Verification/Validation
  • List Management
  • Mobile App
  • Multi-Channel Communication
  • Multiple User Accounts
  • Online Forms
  • Personalization
  • Proposal Management
  • Real-Time Monitoring
  • Real-Time Notifications
  • Role-Based Permissions
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Site Search Tracking
  • SMS Messaging
  • Source Tracking
  • Third-Party Integrations
  • User Interaction Tracking
  • Video Support
  • Visitor Tracking
  • Web Forms
  • Website Visitor Tracking
  • Widgets
  • Win/Loss Analysis

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