Last Updated

Overview

Upzelo streamlines customer retention with dynamic cancellation surveys and personalized offers. Although it may require some initial setup time to configure optimal workflows, its ability to save subscribers automatically ensures long-term profitability. Thus, Upzelo remains a vital tool for e-commerce brands aiming to decrease churn rates efficiently.

Upzelo Specifications

  • Omnichannel Support
  • CRM Integration
  • Analytics And Reporting
  • Customer Profiles

Upzelo Features

Loyalty And Awards

The software allows businesses to create bespoke loyalty programs that reward customers for purchases, social follows, and birthdays. It supports VIP tiers and custom point rules, helping brands gamify the shopping experience and increase repeat purchase rates.

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Referral Programs

Upzelo includes robust referral tools that allow customers to share unique links or QR codes with friends. By supporting incentive options for both the referrer and the referee, businesses can lower their acquisition costs while turning loyal buyers into brand advocates.

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Wallet Passes

This capability permits brands to engage customers directly on their mobile devices via Apple and Google Wallet passes. It enables push notifications and geo-location alerts, ensuring customers receive timely updates and offers without the friction of downloading a separate app.

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Pros And Cons of Upzelo

Pros

  • Simplifies creating tiered VIP loyalty programs

  • Reduces customer acquisition costs through referrals

  • Seamless integration with Shopify and POS systems

Cons

  • The initial migration from other tools takes time

  • Currently lacks an integrated survey management module

Upzelo Reviews

Total 4 reviews

5

All reviews are from verified customers

Rating Distribution

5

Stars

100%

4

Stars

0%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

EF
Edward F.

Staffing and Recruiting, N/A employees

5.0

“Flexible loyalty and memberships”

Pros

Although it was built with e-commerce in mind, it gives us the flexibility to run referral and loyalty programs for both candidates and clients, along with memberships for talent communities, all of which are essential to our business strategy.

Cons

I haven't come across any issues or concerns worth mentioning with this tool.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

9

Functionality

10

MM
Milagros M.

E-Learning, N/A employees

5.0

“great tool”

Pros

This tool has been incredibly valuable for our subscription-based business. It's helping us keep more customers and gives us much better insight into their feedback. On top of that, the team keeps improving the product, really listens to suggestions and actually implements them. Customer support has also been excellent.

Cons

Early on, not being able to filter by a custom date made tracking things harder than it should have been but they recently added that feature and we're really enjoying the new dashboard now.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

10

Functionality

8

MT
Matt T.

Marketing and Advertising, N/A employees

5.0

“revenue growth”

Pros

We actually weren't out searching for a customer success platform at first but after seeing the description on Capterra, we got curious and booked a demo. That demo made it very clear where this fit into our existing software stack. Since getting it up and running, it has made a real difference in helping us grow our clients' businesses. We've seen a noticeable drop in churn and an increase in net revenue which has made the value of the software pretty obvious.

Cons

Getting started was very easy, from setup and activation to building audiences. The suggested customer exit surveys were especially useful and their support team was available the whole way through, from the trial period to full upgrade. It has helped us spend more time paying attention to and understanding our customers. At this point, it has become a core part of our team and supports both marketing and product development with the specific feedback it collects from every customer. Overall, it really does help reduce churn.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

8

Functionality

10

Frequently Asked Questions

What other apps does Upzelo integrate with?

Upzelo software integrates with various third-party platforms, including Shopify, Intercom, HubSpot, Klaviyo, Gorgias, and others.

Does Upzelo offer an API?

Yes, Upzelo offers an API.

What language does Upzelo support?

Upzelo is primarily available in English.

Who are the typical users of Upzelo?

The typical users of Upzelo features come from different industries, such as e-commerce, health and wellness, food and beverage, beauty and cosmetics, pet supplies, and home goods.

What types of pricing plans does Upzelo offer?

The Upzelo price ranges across the following three options: Standard ($199/month), Pro ($349/month), and Enterprise (starts from $799/month). Request a personalized Upzelo pricing quote for your business.

Does Upzelo have a mobile app?

No, Upzelo does not offer a standalone mobile app; however, it utilizes Apple and Google Wallet passes to engage customers on mobile devices without requiring a dedicated app download.

What level of support does Upzelo offer?

Upzelo provides support through email, a dedicated account manager, a Slack channel, and documentation.