Last Updated
Overview
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.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
Activity Logging
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.
Geolocation & Route Planning
The 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.
Smart Campaigns
Users 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.
Workflow Automation
BeyondUp 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.
AI-Powered Analytics & Reporting
The 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.
Pros And Cons of Beyond Up
Pros
Praised for simple, intuitive navigation
Users reported measurable income increases
Appreciated for clear training & onboarding
Excellent customer support
Mobile-friendly for daily tasks
Cons
Initial setup and understanding takes effort
Adding favorites or navigation feels clunky
Inability to restrict booking dates
Beyond Up Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Dsin, 201-500 employees
6 - 12 months
“Title”
Pros
Pro
Cons
Con
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
9
Functionality
9
Frequently Asked Questions
Does Beyond Up offer an API?
The vendor has not specified whether an API is available.
What level of support does Beyond Up offer?
Beyond Up offers email, chat, FAQs, and knowledge base.
Who are the typical users of Beyond Up software?
Beyond Up is used in healthcare, education, real estate, and several other industries.
Does Beyond Up have a mobile app?
Yes, Beyond Up has a mobile app.
What language does Beyond Up support?
Beyond Up supports English and Spanish languages.
What other apps does Beyond Up integrate with?
Beyond Up integration details are not mentioned on its official website. Schedule a free Beyond Up demo to learn more about its integrations.
What types of pricing plans does Beyond Up offer?
Beyond Up price varies depending on the unique needs of your business. Get a customized Beyond Up cost quotation that suits your business requirements and budget.