--- title: "Upland Altify Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Upland Altify Software - reviews, pricing plans, popular comparisons to other Endpoint Detection and Response products and more." source_url: "https://www.capterra.com/p/150909/Altify/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Upland Altify Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Upland Altify ## What is Upland Altify? Upland Altify helps revenue teams grow and retain revenue in their key accounts through technology-led account-based selling best practices. Upland Altify combines innovative technology, strategy, and best practices to enhance account planning, opportunity management, as well as insight and relationship mapping, natively within Salesforce. Altify guides sellers with contextual actions, insights, and coaching to build intimacy with customers, uncover new pipeline and grow significant revenue. ## What is Upland Altify used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Sales Engagement Platform](https://www.capterra.com/sales-engagement-platform-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $20 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Upland Altify?[Manage this product listing](https://www.g2.com/products/carbon-black-edr/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Upland Altify 4.5 (2) VS. [4.4 (18,813)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $20 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.5 (2) Ease Of Use 4.0 (18,148) Value For Money 4.0 (1) Value For Money 4.0 (12,833) Customer Service 5.0 (2) Customer Service 4.1 (14,066) ## Upland Altify alternatives [4.3 (7,007)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.5 (506)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about Upland Altify Overview ### What company size and specific industries is Upland Altify built for? Upland Altify is designed for large enterprise companies with complex B2B sales cycles that use Salesforce CRM. It is built for organizations with intricate sales processes rather than small businesses or simple transactional sales environments. Features and Usability ### What are the key features of Upland Altify? Upland Altify offers CRM integration, contact management, lead management, opportunity management, and pipeline management for sales teams. It also includes forecasting, goal setting/tracking, task scheduling, activity tracking, and real-time reporting. Additional features cover reporting/analytics, collaboration tools, access controls/permissions, and training management. Integrations ### Which third-party tools and platforms does Upland Altify integrate with? Upland Altify integrates with Google Docs, Quip, Salesforce Sales Cloud, and Slack. These integrations cover document collaboration, sales CRM, and team communication, giving users connection points with widely used business tools. Getting Started and Support ### What training and onboarding options does Upland Altify offer? Upland Altify provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced viewing for teams getting started. Getting Started and Support ### What customer support options does Upland Altify offer? Upland Altify provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. These channels give users multiple ways to find answers or contact support. No reviewer feedback on support experience is available here, so response speed, helpfulness, and common frustrations cannot be described. ## Features AI summary Based on 5,388 Endpoint Detection and Response reviews Not all lead management software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **CRM** (**47%**) - **Lead Capture** (**42%**) Upland Altify includes **Contact Management** and **CRM**, so teams can organize prospect details and manage customer relationships in one place. However, it does not offer **Lead Capture**. Instead, it provides other features that reviewers also rate as important, including **Pipeline Management** (**38%**), **Reporting/Analytics** (**37%**), and **Interaction Tracking** (**36%**). These capabilities help businesses track deal progress, monitor sales performance, and keep a clear record of buyer conversations, allowing teams to make better sales decisions and follow up more effectively. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity/News Feed Continuous profile-based stream of news and activity Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Built-in Course Authoring Tools that allow users to create and publish courses and course material/content Upland Altify 64 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Activity/News Feed: Continuous profile-based stream of news and activity - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Built-in Course Authoring: Tools that allow users to create and publish courses and course material/content - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Field Sales Management: Manage or track sales completed by field teams/employees - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Learning Paths/Tracks: Designing course materials to be completed in a sequential order for personalized learning purposes - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Prioritization: Arrange tasks based on the level of priority or urgency - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Onboarding & Training: Process of training new hires by providing them with sales tools and knowledge needed to complete the job - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Statistical Analysis: Apply statistical/mathematical models to sets of data - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs --- Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 4.0 (1) Altify Insights $20.00 Per User,Per Month Altify Sales Process $25.00 Per User,Per Month Altify Account Manager $40.00 Per User,Per Month Altify Opportunity Manager $40.00 Per User,Per Month Value for money 4.0 (1) 4.0 Based on 1 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Quip](https://www.capterra.com/p/151651/Quip/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Bakery Food Production ### "The best site to use if you want to improve your company" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 9, 2019 When you fill in the information to send you the demo. There should be an example of how to write down the information correctly. Pros Nice website and videos! This company has done many things. Books, videos,webinars etc congratulations!!! Cons To sent you the demo, you have to fill in lots of personal information (ex. phone number). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EP Eric P. ### "altify guiding selling" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 5, 2016 Altify definitely helped our users drive better performance by focusing them on the important areas of concerns for our customers and guiding them through the process. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.