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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Streamline every aspect of your interactions with prospective clients, starting from marketing initiatives to scheduling business meetings and generating fresh sales prospects. Utilize a unified platform that provides comprehensive insights into customer information. Recognize clients who require additional support and initiate customized communication strategies tailored to their needs. Direct your sales efforts towards those customers who have shown interest in acquiring your offerings. Having precise and trustworthy data is crucial when making informed decisions. The dashboards within your customer management software furnish essential information regarding all sales activities. Activate your trial account today and don't hesitate to seek help from our dedicated support team. Additionally, leveraging these tools can significantly enhance your overall sales effectiveness and customer relationships.

Description

Upcrest is a versatile software solution designed to accommodate multiple companies, locations, users, and currencies, all while being highly customizable and parameter-driven. Its user-friendly installation process and intuitive interface make it accessible for everyone. Users benefit from on-screen assistance and a comprehensive manual that enhances their experience. This software is particularly advantageous for groups of companies that share common data, such as customers, suppliers, and products. With "Upcrest," data segmentation can be managed through user permissions, allowing tailored access for each company. This functionality streamlines the automatic generation of documents between companies in the same group, exemplified by how a Purchase Order from one entity can seamlessly transform into a Sales Order for another. Moreover, consolidated reports, including Balance Sheets and Profit & Loss Accounts, can be easily accessed, providing a comprehensive view of financial health across the group. Additionally, "Upcrest" enables collaboration and data sharing from various physical locations, making it an essential tool for modern businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bitbucket
Confluence
Dropbox
Facebook
Google
Google Calendar
Google Drive
Google Sheets
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Intercom
Microsoft 365
Notion
PrestaShop
Shopify
Slack
Stripe
WooCommerce
Zendesk

Integrations

Bitbucket
Confluence
Dropbox
Facebook
Google
Google Calendar
Google Drive
Google Sheets
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Intercom
Microsoft 365
Notion
PrestaShop
Shopify
Slack
Stripe
WooCommerce
Zendesk

Pricing Details

€12 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Selly ERP

Website

www.sellyerp.com

Vendor Details

Company Name

ANAND ERP

Country

India

Website

www.upcrest.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

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