Upnify CRM Description
Upnify is a customer relationship management system crafted by business professionals specifically for the global market. It enables users to efficiently follow up on leads, creating additional opportunities that can lead to increased sales for their businesses. By simplifying tasks that influence executive performance, Upnify helps save time while boosting productivity. Elevate your management capabilities with Upnify, which standardizes the stages of your sales process, allowing you to leave a positive impression on potential clients. A well-organized database is essential for any thriving commercial entity, as it holds crucial information that can yield significant financial returns when utilized effectively. In addition to having a structured database to manage clients, it is vital to employ a CRM system that streamlines the oversight of this database and customer relationships, ensuring that all commercial activities are efficiently recorded and managed. With Upnify, you can transform your approach to customer interaction and drive your business growth forward.
Upnify CRM Alternatives
Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
Learn more
Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM and trusted by sales teams since 2011, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your people get better at selling while they sell.
Most CRMs were designed to monitor reps. Coevera was rebuilt from the ground up to amplify them. Intelligence is the default state of the system—not a premium add-on or a generative feature bolted onto decades-old architecture. Every dashboard, pipeline view, and workflow is designed to think alongside your team, surfacing what matters and guiding the next best action.
The visual pipeline acts like a GPS for your deals: spot stalled opportunities at a glance, see instantly when a deal is ready to move, and map complex account hierarchies and buying centers to engage the people who actually decide. The Automatizer workflow engine eliminates the manual friction that drains seller productivity, while native Model Context Protocol (MCP) support connects Coevera to the broader AI ecosystem your business already relies on—with full permissions, no middleware required.
What truly sets Coevera apart is that development is inseparable from daily selling. Backed by the Sales POP! ecosystem of expert content and coaching, every rep has guidance built into the workflow—turning the CRM itself into an engine for growth.
Adoption stays high because the experience is built around the seller, not against them. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters. And every capability is designed to amplify human judgment, never replace it.
Learn more
Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform.
The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting.
Start growing your revenue with Shape's flexible suite of services today.
Learn more
Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results.
Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
Learn more
Pricing
Pricing Starts At:
$14 per user per month
Free Trial:
Yes
Company Details
Company:
Upnify
Year Founded:
2010
Headquarters:
Mexico
Website:
upnify.com
Media
Recommended Products
$300 Free Credits for Your Google Cloud Projects
Launch your next project with $300 in free Google Cloud credits—no strings attached. Test, build, and deploy without risk. Use your credits across the entire Google Cloud platform to find what works best for your needs. After your credits are used, continue with always-free tier services. Only pay when you're ready to scale. Sign up in minutes and start exploring.
Product Details
Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Upnify CRM Features and Options
CRM Software
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
Sales Force Automation Software
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Lead Management Software
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Lead Capture Software
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Upnify CRM User Reviews
Write a Review- Previous
- Next
