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Upnify CRM

Upnify CRM offers a user-friendly solution designed to streamline sales processes and monitor performance effectively. While its reporting features might appear...

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Upnify CRM offers a user-friendly solution designed to streamline sales processes and monitor performance effectively. While its reporting features might appear...

Watch Demo Get Pricing
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Product Overview

Upnify CRM offers a user-friendly solution designed to streamline sales processes and monitor performance effectively. While its reporting features might appear simplistic when compared to larger enterprise systems, they provide crucial and straightforward metrics that small to medium enterprises require for making informed decisions and planning strategically.

Product Details

What Is Upnify CRM?

Upnify CRM is a cloud-based solution crafted to assist small and medium enterprises in managing their entire sales workflow, from capturing leads to closing deals. It tackles frequent challenges such as messy prospect data and irregular follow-ups by consolidating customer information and automating essential tasks. With built-in communication tools for both email and WhatsApp, in addition to features for rapid quote creation, Upnify CRM software enables sales teams to optimize their time, boost productivity, and build stronger relationships with customers.

Upnify CRM Pricing

The pricing for Upnify CRM is offered in the following tiers, along with a 3-day free trial:

  • Basic: $17/user/month

  • Pro: $25/user/month

  • MAX: $43/user/month

For a tailored Upnify CRM pricing estimate for your business, please request a quote.

Please note: The pricing may change.

Upnify CRM Integrations

Apart from connecting with numerous applications through Zapier and Make, the software also offers direct integrations with the following platforms:

  • WhatsApp

  • Facebook Lead Ads

  • SendGrid

  • Mailchimp Software

  • Cliengo

Check out a free demo of Upnify CRM to discover more about its integration options.

Who Is Upnify CRM For?

Upnify CRM is well-suited for various industries, including:

  • Real estate

  • Education

  • Hospitality

  • Business services

  • Non-profit organizations

  • Financial services

  • Legal services

Is Upnify CRM Right For You?

This platform is particularly beneficial for small to medium-sized businesses, especially those operating in international markets, that are in search of an effective yet straightforward sales tool. One of its notable features is native multilingual support combined with strong security measures, hosted on AWS with daily backups. Additionally, Upnify CRM is trusted by over 11,000 businesses and is designed to grow alongside expanding teams, ensuring data integrity and compliance with local regulations like CFDI 4.0 in Mexico.

If you're still uncertain about whether Upnify CRM is the right choice for you, reach out to our support team at info@softwareseekers.com for more assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Efficient lead and client management tools
  • ✔ Easy-to-generate and simple reports
  • ✔ Robust activity and follow-up reminders

Cons

  • ✘ Lacks deep customization for some tools
  • ✘ Limitations in email campaign functionality

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Upnify CRM offers support via a comprehensive online resource center, support tickets, email, and live chat. Telephone and account specialist support is also available for Pro and MAX plan subscribers.

Typical users are small to medium-sized businesses in industries such as real estate, education, hospitality, business services, and non-profit organizations.

Yes, Unify provides an API.

Yes, Upnify CRM has a mobile app available for both Android and iOS devices.

The Upnify CRM price ranges in three main plans with annual billing: Basic at $17/user/month, Pro at $25/user/month, and MAX at $43/user/month. Request a personalized Upnify CRM pricing quote for your business.

Upnify CRM is primarily available in English, Spanish, and Portuguese.

Upnify CRM integrates with tools like Facebook Lead Ads, Mailchimp, and Cliengo, and connects to thousands of other apps through Zapier and Make.