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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamline the management of your sales, projects, team, clients, and marketing through a unified platform. This robust, cost-effective, and user-friendly software solution is designed specifically for businesses like yours. Our intuitive visual sales pipeline encourages proactive engagement, helping you stay organized and effectively navigate the intricacies of the sales process. You can effortlessly tailor your sales pipeline, filters, contacts, and deals to accommodate any sales methodology. Monitor hours worked, boost your team's efficiency, and enhance your overall profitability. With our mobile applications, you can access your deals, tasks, projects, and contacts while on the go. Organize and oversee meetings, tasks, milestones, and events for yourself or your colleagues. Collaborate seamlessly with clients, partners, and your team, while maintaining the option to manage privacy settings that determine what clients and team members can view. Consolidate all your contacts in one location, gain a comprehensive perspective, and foster stronger relationships. Ultimately, this solution empowers you to optimize every aspect of your business operations.

Description

Empower your remote or internal sales team with a user-friendly CRM designed specifically for small sales forces. There's no need to navigate through complicated formatting or confusing algorithms. Uptics provides just the right tools to enable your representatives to concentrate on selling rather than engaging in time-consuming tasks that don't contribute to their success. You can create an unlimited number of deal pipelines to categorize your various product lines, territories, and renewal businesses—your options are truly limitless. Keep meticulous records of every detail about each prospect to ensure that you never overlook a crucial selling point. Our SmartList feature automatically segments your lists, making organization a breeze without requiring extra effort. Additionally, you can easily track your previous interactions through comprehensive contact history and note-taking capabilities, ensuring you always know where you left off. This streamlined approach not only enhances productivity but also fosters stronger relationships with clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Slack
Zapier
Desktop.com
Dropbox
Facebook
Google Calendar
Google Contacts
Google Drive
Google Sheets
Integry
Microsoft 365
Microsoft Outlook
Nekton.ai
Shift
Stackreaction
Stripe
Wufoo
Yahoo! Mail
Zoom

Integrations

Gmail
Slack
Zapier
Desktop.com
Dropbox
Facebook
Google Calendar
Google Contacts
Google Drive
Google Sheets
Integry
Microsoft 365
Microsoft Outlook
Nekton.ai
Shift
Stackreaction
Stripe
Wufoo
Yahoo! Mail
Zoom

Pricing Details

$39 per month
Free Trial
Free Version

Pricing Details

$ 99 per month
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

TeamWave

Founded

2016

Country

United States

Website

teamwave.com

Vendor Details

Company Name

Uptics

Founded

2020

Country

United States

Website

uptics.io

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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

Email Verification

Bulk Email Verification
Catch-all Server Detection
Disposable Email Detection
Domain Check
Mail Server Validation
Single Email Verification
Spam Trap Detection
Syntax Check

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

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