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Optimize, control and elevate your business with Upnify® Suite

UPNIFY CRM Overview

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.

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UPNIFY CRM Screenshot & Video

Contact Details

  • Vendor Name UPNIFY
  • Founded 2009
  • Location United States
  • Employees 51-100

Support

  • Phone Phone
  • Chat Chat

Training

  • Webinar Webinar
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows
  • Mac Mac
  • Linux Linux

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Education Management, Hospitality, Real Estate

UPNIFY CRM Features

  • 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
  • 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

UPNIFY CRM Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 30 Days

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment

Plans & Packages

Standard

$20 Per Month

UPNIFY CRM FAQs

  • 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