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.
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
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.
See How It WorksYou 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.
See How It WorksThe 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.
See How It WorksWith 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.
See How It WorksThis 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.
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