Last updated on
Company health
Ratings
UPNIFY CRM description
Upnify CRM is a customer relationship management tool that helps businesses manage sales and customer interactions. It offers tools for tracking leads, monitoring sales activity, and automating communication through various channels like email and WhatsApp. Upnify CRM aims to improve sales team efficiency and close more deals.
Who is UPNIFY CRM best for
Upnify CRM is a cost-effective tool for small to medium businesses to manage sales and customer interactions. Users praise its ease of use, especially for email campaigns and lead tracking. However, some users have noted issues with report customization, email sending speed, and occasional slow loading. It's best for those in real estate, marketing, or software.
-
Ideal for small businesses (1-100 employees), good fit for medium businesses (101-1000).
-
Excellent for Real Estate, Software/IT, and Marketing/Advertising.
UPNIFY CRM features
| Supported Upnify CRM supports customizable reports, but with some limitations. |
| Supported UPNIFY CRM offers workflow automation for tasks and communications, potentially expandable via integrations. |
| Supported Upnify CRM integrates with other CRMs via Zapier. |
UPNIFY CRM reviews
We've summarised 66 UPNIFY CRM reviews (UPNIFY CRM Capterra reviews and UPNIFY CRM G2 reviews) and summarised the main points below.
- Great tool for saving time and process management
- Easy to use and adaptable, especially for mailing campaigns
- Excellent for tracking leads, customer follow-up, and sales activity
- Cost-effective for small businesses
- Non-friendly design of some features
- Limited customization for reports
- Email sending issues, like slow sending of bulk emails and uncertainty of delivery
- Occasional slow loading or freezing
UPNIFY CRM alternatives
HubSpot Sales HubBetter for mid-sized businesses and enterprise customers. More user-friendly interface and better integrations with other tools. Offers more robust features, including content sharing and deal management. Negative pricing sentiment.Read more
MetoCRMBetter for mid-sized companies. Focuses on streamlining digital communication across various channels, including WhatsApp, Instagram, Facebook, Telegram, and email. Has more momentum currently.Read more
MoovagoMore focused on field sales teams needing route planning. A simpler, mobile-first UPNIFY CRM alternative for SMBs.Read more
OverloopBetter for outbound sales automation and LinkedIn outreach. Focuses on automating repetitive tasks.Read more
SocialEpoch WhatsApp CRMBetter fit for businesses relying on WhatsApp for sales and marketing. A standalone CRM with built-in lead management. Includes mobile app.Read more
Salesforce Sales CloudBetter fit for larger enterprises. Has more momentum based on website traffic and employee growth. Offers AI-powered sales forecasting. Robust features but potentially complex to learn.Read more
UPNIFY CRM FAQ
What is UPNIFY CRM and what does UPNIFY CRM do?
UPNIFY CRM is a customer relationship management tool designed to help businesses manage sales and customer interactions. It offers features for lead tracking, sales activity monitoring, and communication automation through various channels, including email and WhatsApp, aiming to boost sales team efficiency and close deals. It's praised for ease of use and cost-effectiveness but has limitations in report customization and email functionality.
How does UPNIFY CRM integrate with other tools?
UPNIFY CRM integrates with other CRMs through Zapier, enabling workflow automation for tasks and communications. This integration extends UPNIFY's functionality by connecting it with various other tools.
What the main competitors of UPNIFY CRM?
Top alternatives to UPNIFY CRM include HubSpot Sales Hub, MetoCRM, Moovago, Overloop, SocialEpoch WhatsApp CRM, and Salesforce Sales Cloud. These competitors offer similar features like sales tracking, communication automation, and lead management, catering to various business sizes and industries.
Is UPNIFY CRM legit?
Yes, UPNIFY CRM is a legitimate CRM software. It's a helpful tool praised for streamlining sales processes and managing customer interactions, especially for small businesses. While some users note limitations with report customization and occasional slow loading, it is generally considered a cost-effective solution.
How much does UPNIFY CRM cost?
I couldn't find pricing information for UPNIFY CRM. Contact UPNIFY directly to determine if the product and its features are worth the investment based on your specific needs.
Is UPNIFY CRM customer service good?
Upnify CRM users generally report positive experiences with customer service, citing helpfulness and quick responses. While some mention occasional delays in resolving technical issues, the overall sentiment towards support is favorable. Many appreciate the readily available assistance and proactive follow-up from the Upnify team.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.