--- title: "Upnify CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Upnify CRM Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more." source_url: "https://www.capterra.com/p/232132/Upnify-CRM/" page_type: "product" language: "en" --- # Upnify CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 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) Upnify CRM ## What is Upnify CRM? Upnify is a CRM designed by business leaders for the international market. Upnify provides you with the opportunity to follow up on each of your leads, generating more opportunities that can translate into new sales for your company. Upnify's tools simplify the activities that impact the executive's work, saving time and increasing effectiveness. Enhance your management skills with Upnify, standardizing the phases of your commercial process and make a successful impression on your prospects. ## What is Upnify CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Customer Service](https://www.capterra.com/customer-service-software/) Top alternative Featured Overall rating Based on 64 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $17 Per User, Per Month Free trial 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 Upnify CRM?[Manage this product listing](https://www.g2.com/products/upnify-crm/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. ### Upnify CRM 4.8 (64) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $17 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (64) Ease Of Use 4.5 (912) Value For Money 4.7 (63) Value For Money 4.3 (831) Customer Service 4.7 (64) Customer Service 4.4 (851) ## Upnify CRM alternatives [4.3 (6,999)](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 [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.5 (178)](https://www.capterra.com/p/225762/Accelo/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about Upnify CRM Overview ### Which roles and teams benefit most from Upnify CRM? Upnify CRM is most used by sales teams, sales managers, and commercial leaders who need to track leads, manage pipelines, and follow up consistently. Marketing coordinators use it to align campaigns with sales activity, while directors and executives rely on reporting and visibility to monitor performance and customer relationships. Answer based on 64 reviews Overview ### What company size and industries is Upnify CRM built for? Upnify CRM is built mainly for small businesses, which make up 88% of reviewers, and it is most common in Information Technology and Services at 9%. It also serves midsize businesses and corporations, with additional use in Construction and Hospitality, each representing 8% of reviewers. Answer based on 64 reviews Features and Usability ### What are the key features of Upnify CRM? Upnify CRM includes core sales process tools like lead capture, contact management, opportunity tracking, and pipeline management. Reviewers also highlight follow-up reminders, calendar scheduling, email campaigns with autoresponders, and sales reporting with forecasting as key differentiators for monitoring prospects, standardizing follow-up, and tracking team performance. Answer based on 24 reviews Integrations ### Which third-party tools and platforms does Upnify CRM integrate with? Upnify CRM integrates with 7 third-party tools, including communication and marketing platforms such as Gmail, Mailchimp, Mailgun, and Facebook Business Suite, plus website and automation tools like WordPress, Cliengo, and Zapier. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does Upnify CRM offer? Upnify CRM provides in-person training, live online sessions, webinars, documentation, and videos. These formats support guided instruction, scheduled group learning, written reference material, and self-paced viewing for teams getting started with the product. Answer based on 3 reviews Getting Started and Support ### What customer support options does Upnify CRM offer? Upnify CRM provides Email/Help Desk, Phone Support, and Chat. Users describe support as generally clear and timely for setup and configuration, with online help often resolving issues quickly. Some users also note that follow-up can take too long when problems need deeper fixes. Answer based on 8 reviews Features and Usability ### How well does Upnify CRM support the sales process? Upnify CRM gives sales teams clear control over the full sales process, from lead tracking to closing and forecasting. Small business and B2B teams often value its organized pipeline, follow-up reminders, quotes, and reporting, though some companies want deeper accounting links and more flexibility in reassigning opportunities. Answer based on 24 reviews Features and Usability ### Is Upnify CRM easy to use? Upnify CRM feels easy to learn and quick to adopt for many sales teams, including first-time CRM users. It supports simple setup, practical daily workflows, and an intuitive web interface, though some users find parts of the reporting and end-user interface less clear and want better training resources. Answer based on 20 reviews Features and Usability ### How does Upnify CRM manage clients and prospects? Upnify CRM helps teams track prospects and clients closely with follow-ups, contact history, pipeline stages, and automated email actions. Sales managers and account teams often like the visibility into rep activity and customer status, though some businesses want stronger case management and a few administrative functions for client records. Answer based on 19 reviews ## Features AI summary Based on 6,612 Marketing Automation reviews Capterra data shows that buyers of marketing automation software rank the following features as their top priorities: - **Email Marketing** (**59%** of reviewers rated this feature as critical) - **Event Triggered Actions** (**48%**) - **Lead Capture** (**51%**) Upnify CRM supports all three of the features reviewers rate most important: **Email Marketing**, **Event Triggered Actions**, and **Lead Capture**. Together, these capabilities help businesses attract and collect new leads, send targeted campaigns, and respond automatically to customer actions, allowing teams to manage follow-up more efficiently and turn more prospects into customers. Email Marketing 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Lead Capture 4.8 (44) 40.91% of 44 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers CRM 4.6 (5) 0.00% of 5 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Import/Export 4.2 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Import and export data to and from software applications Contact Management 4.8 (51) 41.18% of 51 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.8 (49) 40.82% of 49 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Upnify CRM 116 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Account Alerts: Informs of any account changes and notifications - 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 - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Autoresponders: Create and automatically send premade copy in response to customer messages - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Campaign Tracking: Track the performance of marketing campaigns across multiple channels. - Client Management: Manage contact details and communication with clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Cohort Analysis: Analytics that breaks the data in a data set into related groups/categories. - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - 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 - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Storage: Store and organize documents in a centralized system - Email Campaign Management: Plan, execute, and analyze email marketing campaigns - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Funnel Analysis: Method of analysis that visualizes the series of events that lead towards a defined goal. - Image Library: Store and manage images - Inbox Management: Organize, prioritize, and manage incoming communications - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Notifications: Real-time alerts or notifications that inform teams about new leads or prospects - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Lead Verification/Validation: Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Language: Manage and support multiple languages - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Forms: Create new forms and/or use ready-made online form templates - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - 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. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - 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 - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - 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 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. - Scheduling: Plan availability and assign specific time slots for tasks and resources - 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 - SMS Messaging: Send messages via SMS - Subscriber Management: Add or remove subscribers from mailing lists - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - 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 - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - User Interaction Tracking: Monitor user activity through engagement methods - Video Support: Supports various video file formats - Visitor Tracking: Track visitors and purpose of visits - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 4.7 (64) 4.7 Based on 64 reviews ## Pricing Value for money 4.7 (63) Free Trial Basic $17.00 Per User,Per Month Value for money 4.7 (63) 4.7 Based on 63 reviews ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Mailgun](https://www.capterra.com/p/159630/Mailgun/)[ Facebook Business Suite](https://www.capterra.com/p/235972/Facebook-Business-Suite/)[ Cliengo](https://www.capterra.com/p/158756/Cliengo/) 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 4.7 (64) 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 4.7 (64) 4.7 Based on 64 reviews ## User reviews Overall rating 4.8 Based on 64 reviews Filter by rating 5(49) 4(15) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KM KARLA M. AGENTE DE SEGUROS Insurance ### "RECOMENDABLE PARA LA ADMINISTRACIÓN DE SUS VENTAS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 12, 2024 Al momento de requerir apoyo para las configuraciones en mi perfil del sistema, me han apoyado en tiempo y forma. Muy entendible al momento de la manipulación de los campos, se entiende muy bien. Pros La organización de la información que se va agregando y control de las oportunidades y ventas. Cons Que no lo conozco comletamente, se continua explorando la plataforma. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Sandra Elizabeth A. Servicio al Cliente Real Estate ### "Como empresa Inmobiliaria recomendamos Upnify" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2024 Somos una empresa inmobiliaria que diariamente utiliza el CRM, debido a que contamos con una extensa base de datos y en este sistema, logramos organizar los datos de nuestros clientes y permite mejores resultados al momento de realizar estadísticas. Pros Mantiene la base de datos de manera organizada haciendo muy fácil filtrar y encontrar datos. Es muy sencillo filtrar datos para realizar reportes mensuales , la afluencia que nos permite obtener resultados favorables. Cons Hasta el momento no ha surgido nada que sea una desventaja. 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. Mara D. Encargada de Marketing Higher Education ### "Mi experiencia es buena en Upnify estando en Perú" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 26, 2024 Nosotros somos de Lima y llevo usando la plataforma más de un año, el costo beneficio es ideal para empresas pequeñas que estan comenzando con un CRM. Lo recomiendo. Pros Me ayuda a gestionar mis campañas de mailing, es de facil uso y adaptabilidad. Cons Siempre hay cosas por mejorar en mailing, pero en el tiempo las solucionan Alternatives considered [monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Reasons for choosing Upnify CRM El precio calidad, y simplicidad de la plataforma. 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. Guadalupe M. coordinador de atencion al cliente Sporting Goods ### "Experiencia en el uso de CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 6, 2023 En general al experiencia ha sido buena, el uso y bondades de configuración han permitido generar mejoras para la parte operativa, el contar con un "ejecutivo" el cual nos ayuda en cualquier situación con la flexibilidad del contacto por diferentes medios ayuda. Pros \*Seguimiento detallado en el contacto con lead. \*accesibilidad a la interacción por diferentes medios (telefono, correo,etc.) \*Segmentación de información \*Actualización de data al día. \*Crm facil de usar, intuitivo para el usuario \* Cons \*Reportes: Reportes mas generales no tan segmentados rapidez en la descarga de bases de datos grande reporte de accesos y cambios en integrantes 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. Viviana P. Sales Machinery ### "Una excelente plataforma para usar en el área comercial" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 2, 2023 Es un sistema muy amigable, fácil de usar que me mantiene al día con los prospectos y clientes. Pros Lo que más me ha gustado es la facilidad de uso para el área comercial. Cons Todavía no he profundizado en el uso de todas las herramientas del CRM 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. Israel O. Ejecutivo de Ventas Mining & Metals ### "Mi herramienta de vida comercial." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 1, 2023 Mi experiencia en estos 7 años con el sistema ha sido fundamental para mi actividad en ventas, en la que definitivamente considero esencial en cualquier actividad comercial y la recomiendo para cualquier persona que realmente tenga el deseo de crecer en su negocio y en la calidad de servicio que brinde. Pros Lo que mas me gusta del sistema CRM es que la administración del día a día esta en un solo lugar, por lo que todas las tareas desde las más importantes y las menos importantes no pasan desapercibidas y sin atención. Es decir no existe cliente que no reciba la misma atención sea el proyecto grande ó pequeño. Cons Me gustaría que fuera más fácil la administración de prospectos y clientes cuando se tiene alto volumen de ellos. Por ejemplo : cuando en el calendario en un día llegas a tener mas de 70 actividades. 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. Ana Raquel L. Asesora Inmobiliaria Commercial Real Estate ### "Excelente herramienta para seguimiento de cliente" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 13, 2023 Es una herramienta bastante amigable, puedes capturar absolutamente toda la información del cliente, y tienes varias opciones para segmentarlos o clasificarlos. Pros Es mas fácil y rápido dar seguimiento a cliente, tiene opción para etiquetarlos y así ubicarlos posteriormente. Cons Poder generar mis propuestas y expedientes de ventas desde el CRM. 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. Farid R. Coordinadora Trade Marketing CDC Wine and Spirits ### "Mi experiencia con UPNIFY" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 12, 2023 Llevo año y medio con la plataforma y nos ha ayudado a tener una base especializada con el registro de nuestros clientes. Tambien ha ayudado a tener una base solida de información para la toma de decisiones. Pros Sistemas de reportes, ya que es una de las principales bases para la toma de decisiones. Cons Que algunas funciones puedan ser mas personalizadas de acuerdo a la industria 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. Juan G. Sales Manager Electrical/Electronic Manufacturing ### "Recomiendo Upnify para compañías de ventas que buscan crecimiento" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 9, 2023 En nuestro caso somos clientes por 4 años. Recomendamos este herramienta ya que contar con un CRM es imprescindible para toda organización de ventas que busca crecimiento constante. Por otro lado la relación costo-beneficio con Upnify es excelente. Pros Lo que más nos ha ayudado es la estandarizado y sistematizado nuestro proceso de venta y facilitado nuestra capacidad de reportar operaciones y generar pronósticos de venta. Cons Como todo sistema el reto para la organización es conocer o identificar las partes de sus procesos, así como también trabajar diariamente alimentando de información. Teniendo ambas partes cubiertas, esta herramienta brindara grandes beneficios para la organización de ventas. 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. Andrea U. Ejecutiva comercial Computer Software ### "Upnify como herramienta de conversión a clientes" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 6, 2023 Es una herramienta muy fácil de manejar, tengo 5 años utilizando la herramienta y tiene mucho control y permite la documentación precisa de cada prospecto nos brinda la oportunidad de convertir mayor numero de negocios. Pros Administración puntual de seguimiento al prospecto-cliente. Cons El modulo de notificaciones se acumula y no te deja eliminarlas. 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. [View all Reviews](https://www.capterra.com/p/232132/Upnify-CRM/reviews/) ## 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.