UPNIFY CRM

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UPNIFY CRM Evaluation Snapshot

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User RatingNot rated yet
Starting Price$20 / month
Free Trial30 Days
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

UPNIFY CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About UPNIFY CRM

The advantage is that all Upnify users can use that information to make reports, campaigns, contracts and quotes, as well as organize their agenda or activities that allow them to explore new opportunities at any time and from wherever they are, and get more sales.

Another benefit is that instead of buying the software and its updates, the cost of the SAAS is included, along with the backups and servers. Upnify® Suite is integrated with the most advanced artificial intelligence providers, allowing you to save time and refine the automation of day-to-day operations in your business. 

Upnify® being a technology services company, focuses 100% of its efforts for the benefit of its customers by optimizing software engineering and making continuous improvements to the CRM system.

Company UPNIFY
Founded 2009
Headquarters United States
Employees 51-100

Support

Phone Chat

Training

Webinar Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac Linux

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 3 industries available
Education Management Hospitality Real Estate
Category-Based Capabilities

UPNIFY CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Management Software 28 selected features Open category ↗ ⌄
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal
Lead Capture Software 31 selected features Open category ↗ ⌄
Online Forms Lead Qualification CRM Visitor Tracking Conversion Tracking Chat/Messaging Data Extraction Lead Generation Auto-Responders Lead Distribution Event Triggered Actions Multi-Campaign Lead Capture Contact Management Email Marketing Prospecting Tools Lead Segmentation Lead Management Reporting/Analytics Pipeline Management Alerts/Notifications Web Forms Engagement Tracking Customer Segmentation Business Card/Badge Scanning Email Management Social Media Integration Lead Notifications Lead Nurturing Campaign Management Customer Database
Marketing Analytics Software 26 selected features Open category ↗ ⌄
Predictive Analytics Website Analytics Dashboard Engagement Tracking Campaign Tracking Customer Journey Mapping ROI Tracking Data Visualization Social Media Integration Behavior Tracking AB Testing Multi-Channel Attribution Keyword Tracking Performance Metrics Reporting & Statistics Customizable Reports Campaign Analytics Conversion Tracking Customer Segmentation Ad hoc Reporting Multi-Channel Data Collection Tag Management Data Source Connectors SEO Management Cohort Analysis KPI Monitoring
Customer Service Software 25 selected features Open category ↗ ⌄
Performance Metrics Appointment Management Real Time Notifications Customer Segmentation Employee Management Queue Management Virtual Assistant Customer History Call Routing SMS Messaging Email Management Voice Mail Call Center Management Knowledge Base Management Multi-Channel Communication Live Chat Activity Tracking Self Service Portal Alerts/Escalation Auto-Responders Support Ticket Management Engagement Tracking Surveys & Feedback Social Media Integration Contact Management
Marketing Automation Software 30 selected features Open category ↗ ⌄
Drip Campaigns Customizable CTAs Email Marketing Engagement Tracking Customizable Forms ROI Tracking Website Visitor Tracking Lead Capture Marketing Calendar Dynamic Content Event Triggered Actions SMS Marketing AB Testing Lead Qualification Data Import/Export Conversion Tracking Social Marketing Landing Pages Template Management Segmentation Campaign Analytics Lead Generation Multi-Channel Communication Sales Analytics Lead Management Multi-Campaign Multi-Channel Marketing Marketing Automation Campaign Management CRM
Email Marketing Software 30 selected features Open category ↗ ⌄
Template Management Event Triggered Actions AB Testing Image Library Email Tracking Click Tracking Contact Database Dynamic Content Auto-Responders CRM Subscriber Management WYSIWYG Editor Campaign Analytics Contact Management CAN SPAM Compliance Customer Segmentation Multi-Channel Marketing List Management Spam Blocker Drag & Drop Campaign Scheduling Lead Capture Drip Campaigns Landing Pages/Web Forms Engagement Tracking Multi-Campaign eCommerce Integration Customer Journey Mapping GDPR Compliance ROI Tracking
Lead Generation Software 31 selected features Open category ↗ ⌄
Pipeline Management Lead Qualification Contact Management Email Marketing Web Forms Lead Capture Contact Database CRM Activity Tracking Event Triggered Actions Campaign Planning Lead Segmentation Lead Management Customer Segmentation Chat/Messaging Prospecting Tools Campaign Management Engagement Tracking Auto-Responders Social Media Integration Conversion Tracking Multi-Channel Marketing Lead Nurturing Email Management Campaign Analytics Drip Campaigns Landing Pages Multi-Campaign Lead Verification Forms Management Lead Scoring
Customer Engagement Software 22 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications
Customer Communications Management Software 19 selected features Open category ↗ ⌄
Template Management Workflow Management Third-Party Integrations CRM Interaction Tracking Content Management Activity Dashboard On-Demand Communications Personalization Multi-Channel Communication Interactive Content Video Support Customer Database Chat/Messaging Reporting & Statistics Batch Communications Customer History Alerts/Notifications Feedback Management
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding Collaboration Tools Health Score Account Alerts Account Management Reporting/Analytics Revenue Management Activity Dashboard Usage Tracking/Analytics Customer Engagement Activity Tracking Task Management NPS of Customers
Lead Nurturing Software 10 selected features Open category ↗ ⌄
A/B Testing Performance Metrics Lead Notifications Lead Segmentation Personalization Lead Qualification Lead Capture Drip Campaigns Campaign Management Pipeline Management
Sales Enablement Software 16 selected features Open category ↗ ⌄
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
Web Analytics Software 12 selected features Open category ↗ ⌄
Time on Site Tracking User Interaction Tracking Referral Tracking Goal Setting/Tracking Multiple Site Management Campaign Management Web Traffic Reporting Pageview Tracking Site Search Tracking Keyword Tracking Heatmaps Funnel Analysis
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning
Pricing Information

UPNIFY CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial 30 Days
Free Version NA
Payment Frequency Monthly Payment
Pricing Page ↗
Standard
$20 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

UPNIFY CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

The advantage is that all Upnify users can use that information to make reports, campaigns, contracts and quotes, as well as organize their agenda or activities that allow them to explore new opportunities at any time and from wherever they are, and get more sales.

Another benefit is that instead of buying the software and its updates, the cost of the SAAS is included, along with the backups and servers. Upnify® Suite is integrated with the most advanced artificial intelligence providers, allowing you to save time and refine the automation of day-to-day operations in your business. 

Upnify® being a technology services company, focuses 100% of its efforts for the benefit of its customers by optimizing software engineering and making continuous improvements to the CRM system.

  • No, UPNIFY CRM does not offer a free version.

  • Yes, UPNIFY CRM offers a free trial.

  • No, Credit Card details are not required for the UPNIFY CRM trial.

  • UPNIFY CRM offers the following pricing plans & packages:

    Standard

    $20 Per Month

  • UPNIFY CRM supports the following payment frequencies:

    • Monthly Payment

  • No, UPNIFY CRM does not offer an API.

  • UPNIFY CRM offers support with the following options:
    • Phone , Chat

  • UPNIFY CRM offers training with the following options:
    • Webinar , Videos

  • UPNIFY CRM supports the following languages:
    • English

  • Following are the typical users of the UPNIFY CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • UPNIFY CRM supports the following deployment:
    • Cloud Hosted

  • UPNIFY CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac , Linux
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