Last Updated
Overview
Upnify CRM provides an intuitive platform for standardizing sales operations and tracking performance. Its reporting options may seem basic compared to enterprise systems; however, they deliver the essential, clear metrics that small and medium-sized businesses need for effective, data-informed decision-making and strategic planning.
Overall Rating
Based on 13 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Upnify CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Upnify CRM?
Upnify CRM is a cloud-based platform designed to help small and medium-sized businesses organize their entire sales process, from lead capture to closing. It addresses common pain points like disorganized prospect data and inconsistent follow-ups by centralizing customer information and automating key tasks. With integrated communication tools for email and WhatsApp, as well as features for quick quote generation, Upnify CRM software empowers sales teams to save time, enhance productivity, and foster stronger customer relationships.
Upnify CRM Pricing
The Upnify CRM cost is available in the following plans, alongside a 3-day free trial:
- Basic: $17/user/month
- Pro: $25/user/month
- MAX: $43/user/month
Disclaimer: The pricing is subject to change.
Upnify CRM Integrations
Besides integrations with dozens of apps through Zapier and Make, the software also supports direct integration with the following platforms:
- Facebook Lead Ads
- SendGrid
- Mailchimp Software
- Cliengo
Who Is Upnify CRM For?
Upnify CRM is ideal for a range of industries, including:
- Real estate
- Education
- Hospitality
- Business services
- Non-profit organizations
- Financial services
- Legal services
Is Upnify CRM Right For You?
Upnify CRM is an ideal fit for small to medium-sized businesses, especially in international markets, seeking a simple yet powerful sales tool. Its standout feature is its native multilingual support combined with robust security, hosted on AWS with daily backups. Moreover, Unpnify CRM is trusted by over 11,000 businesses and is built to scale with growing teams, ensuring data integrity and compliance with regional standards, such as CFDI 4.0 in Mexico.
Still not sure about Upnify CRM? Contact our support team at (661) 384-7070 for further guidance.
Upnify CRM Features
Sales Automation
This feature streamlines the sales funnel by automating monotonous tasks. It helps organize and simplify the steps required for a customer purchase, ensuring sales teams can focus on closing deals instead of repetitive administrative tasks.
Quote Generation
You can quickly create and send professional quotes to prospects in seconds. This tool is designed to accelerate the sales cycle and increase closing rates by providing clients with timely and accurate proposals, directly from within Upnify CRM.
Multi-Channel Communication
The software helps users engage with customers through their preferred channels with integrated tools for email, SMS, and WhatsApp. Users can create and send messages from pre-designed templates. Furthermore, all communication activities are automatically logged for complete tracking and reporting.
Customizable Reporting
With this feature, users can gain control over business operations with access to detailed and configurable reports. They can monitor sales performance, track team activities, and measure campaign ROI from anywhere. Moreover, its dashboard provides a clear view of key metrics to inform strategic decisions.
Agenda And Reminders
This feature allows you to link tasks and appointments directly to prospects and customers, ensuring your team never misses a follow-up and can effectively organize their daily activities. Therefore, you can stay on top of every opportunity with these notable capabilities.
Pros And Cons of Upnify CRM
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
Upnify CRM Reviews
Total 13 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars69%
4
Stars31%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 1-10 employees
“Basic CRM with decent features”
Pros
It covers all the essential CRM features without overcomplicating things. The interface makes sense and is easy to get started with.
Cons
It's missing some of the more advanced features that other CRMs offer, which can be limiting.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
6
Insurance, 11-50 employees
Less than 6 months
“Great deal control”
Pros
I'm seriously impressed with how it keeps all our new information perfectly organized. It puts us completely in control of our sales process, from the first lead to the final deal. It just makes managing everything so much clearer and more effective.
Cons
I'm still getting to know the platform and learning everything it can do.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Small Business, 11-50 employees
“Been such a time saver”
Pros
When I used this for HR processes a few years back, it really streamlined my candidate tracking and employee follow-ups. It saved me a lot of manual work.
Cons
The interface felt a bit complicated, and some features weren't the most user-friendly.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does Upnify CRM offer?
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.
Who are the typical users of Upnify CRM?
Typical users are small to medium-sized businesses in industries such as real estate, education, hospitality, business services, and non-profit organizations.
Does Upnify CRM offer an API?
Yes, Unify provides an API.
Does Upnify CRM have a mobile app?
Yes, Upnify CRM has a mobile app available for both Android and iOS devices.
What types of pricing plans does Upnify CRM offer?
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.
What language does Upnify CRM support?
Upnify CRM is primarily available in English, Spanish, and Portuguese.
What other apps does Upnify CRM integrate with?
Upnify CRM integrates with tools like Facebook Lead Ads, Mailchimp, and Cliengo, and connects to thousands of other apps through Zapier and Make.