Audience

CRM solution for businesses

About Upnify CRM

Upnify is a CRM designed by business leaders for the international market. Upnify provides you with the opportunity to follow up on each of your leads, generating more opportunities that can translate into new sales for your company. Upnify's tools simplify the activities that impact the executive's work, saving time and increasing effectiveness. Enhance your management skills with Upnify, standardizing the phases of your commercial process and make a successful impression on your prospects. The beginning of any well-managed commercial organization is its database, since it contains valuable information that can be reflected in great economic benefits if used correctly. We not only need a well-organized database to manage our customers, but also a tool such as a CRM system that facilitates the management of this database and the customer relationships, and, where the commercial activity is reflected.

Pricing

Starting Price:
$14 per user per month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Upnify CRM offers API access

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Upnify
Founded: 2010
Mexico
upnify.com

Videos and Screen Captures

Upnify CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Upnify CRM Frequently Asked Questions

Q: What kinds of users and organization types does Upnify CRM work with?
Q: What languages does Upnify CRM support in their product?
Q: What kind of support options does Upnify CRM offer?
Q: What other applications or services does Upnify CRM integrate with?
Q: Does Upnify CRM have an API?
Q: Does Upnify CRM have a mobile app?
Q: What type of training does Upnify CRM provide?
Q: Does Upnify CRM offer a free trial?
Q: How much does Upnify CRM cost?

Upnify CRM Product Features

CRM

Calendar/Reminder System Supported
Document Storage Supported
Email Marketing Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Task Management Supported
Territory Management Supported
Call Logging Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Social Media Integration Not Supported

Lead Capture

Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Online Forms Supported
Business Card / Badge Scanning Not Supported
Lead Scoring Not Supported

Lead Management

Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported
Activity Tracking Not Supported
Lead Scoring Not Supported

Marketing Automation

Social Marketing Not Supported
Content / Blogging Platform Not Supported
A/B Testing Not Supported
Segmentation Not Supported
Search Marketing Not Supported
Website Visitor Tracking Not Supported
Analytics / ROI Tracking Not Supported
Landing Pages / Web Forms Not Supported
Lead Scoring Not Supported
Customizable CTAs Not Supported
Sales Intelligence Not Supported
Dynamic Content Not Supported
Drip Campaigns Not Supported
Artificial Intelligence Not Supported

Sales Enablement

Proposal Management Not Supported
Performance Management Not Supported
Contact Management Not Supported
Training Management Not Supported
Lead Management Not Supported
Collaboration Not Supported
Territory Management Not Supported
Goals / Quota Management Not Supported
Presentation Management Not Supported
Document Management Not Supported
Meeting Management Not Supported
Content Management Not Supported

Sales Force Automation

Campaign Management Supported
Contact Management Supported
Customer Database Supported
Email Marketing Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported
Call Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contract Management Not Supported
Field Sales Management Not Supported
Proposal Generation Not Supported