Beyond Up CRM centralizes client and sales data, automates follow-ups, and even logs visits via voice recognition. While the mobile interface can feel cluttered on smaller screens, the platform excels at keeping teams aligned, accelerating deal closures, and providing real-time performance insights.
Beyond Up Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Beyond Up?
Beyond Up is a cloud-based CRM platform tailored for small and medium-sized commercial enterprises. It combines customer relationship management and resource planning in one tool, making it ideal for sales-driven teams seeking smarter workflows. Rather than offering rigid templates, it adapts to your business and grows as you do. By centralizing client data, sales processes, and internal operations, it tackles fragmented systems, manual follow-ups, and poor visibility into performance.
Beyond Up Pricing
Beyond Up Integrations
Who Is Beyond Up For?
The software is designed to accommodate small and medium-sized businesses, and is suitable for a variety of use cases and industries, including:
- Real estate
- Insurance
- Education
- Telecommunications
- Automotive
- Healthcare
- Construction
Is Beyond Up Right For You?
Recognized as a solid contender in its niche, Beyond Up is a strong choice for businesses seeking to streamline operations, improve team coordination, and reduce manual workloads. Its scalability supports growth, while flexible integration ensures compatibility. Complimentary support adds value, making it a cost-effective solution for long-term efficiency.
Still not sure if Beyond Up is right for you? Reach out to our customer support team at (661) 384-7070—they’re available to help you find the best option for your needs.
Beyond Up Features
Beyond Up records calls, emails, visits, and leads. The mobile app uses voice recognition to automatically log interactions, ensuring every client touchpoint is captured quickly. This helps sales reps stay focused on the client rather than administrative tasks.
See How It WorksThe CRM detects each user’s location and generates optimized routes to visit nearby businesses. This feature supports offer creation, contract signing, and sale closure all in a single visit.By planning efficient routes, teams reduce travel time and increase daily client visits.
See How It WorksUsers can design and schedule tailored campaigns (emails, calls, visits) using recorded customer activity. The system tracks engagement in real time and measures conversion rates to guide future decisions. It ensures communication is personalized and timed for maximum conversion potential.
See How It WorksBeyond Up automates time-consuming tasks and enables smooth handoffs across users. Role-based access options enhance efficiency by minimizing errors and accelerating sales closure and customer loyalty workflows. This reduces manual bottlenecks and creates a consistent, repeatable sales process.
See How It WorksThe software offers custom reports and dashboards to visualize progress toward objectives. AI-driven predictive insights help determine how many touches are needed to close deals and guide sales strategy. These insights support smarter planning and better performance evaluation across teams.
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