# Upnify CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Upnify CRM Software - reviews, pricing plans, popular comparisons to other Marketing Automation products and more.

Source: https://www.capterra.com/p/232132/Upnify-CRM

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# 

 Upnify CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)[Marketing Automation](https://www.capterra.com/marketing-automation-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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://upnify.com/&name=Upnify CRM)

## 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.

[4.4 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

$17

Per User, Per Month

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (64)

Ease Of Use

4.0 (18,100)

Value For Money

4.7 (63)

Value For Money

4.0 (12,789)

Customer Service

4.7 (64)

Customer Service

4.1 (14,021)

## Upnify CRM alternatives

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.3 (6,964)](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

[4.7 (721)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (907)](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

[View all alternatives](https://www.capterra.com/p/232132/Upnify-CRM/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Contact Database

4.8 (48)

41.67% of 48 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

Reporting/Analytics

4.4 (38)

50.00% of 38 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Task Management

4.6 (32)

37.50% of 32 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Upnify CRM 114 features

Define levels of authorization for access to specific files or systems

Informs of any account changes and notifications

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Schedule appointments via a calendar

Create and automatically send premade copy in response to customer messages

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Set campaign schedules by selecting start, pause, and end dates

Track the performance of marketing campaigns across multiple channels.

Manage contact details and communication with clients

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Analytics that breaks the data in a data set into related groups/categories.

Manage and track all internal and external communication conducted via calls, email, text, or chat

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Access previous interactions or concerns to maintain customer relationships

Store and organize information about customers and previous interactions

Process of dividing customers into groups based on common characteristics

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Create labels for products that contain required information such as colors, sizes, dates, etc.

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Graphical representation of data

Store and organize documents in a centralized system

Plan, execute, and analyze email marketing campaigns

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Predefined actions automatically performed on the occurance of specific events

For realtors, real estate investors, property managers, and other real estate professionals.

Caters to sales teams

Designed for small businesses

Form predictions based on past and present data/trends

Method of analysis that visualizes the series of events that lead towards a defined goal.

Store and manage images

Organize, prioritize, and manage incoming communications

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Real-time alerts or notifications that inform teams about new leads or prospects

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Divide leads into buckets based on predefined criteria and routing rules

Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.

Manage contacts across multiple mailing lists

Ability to chat online in real time

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Access the system via a mobile application

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage multiple campaigns in one system

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage and support multiple languages

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Create new forms and/or use ready-made online form templates

Track all opportunities for potential sales and convert them into recurring revenue

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Streamlining repetitive tasks and activities through automated and predefined workflows

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Automate processes to manage leads, contacts, opportunities and sales activities

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Plan availability and assign specific time slots for tasks and resources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Send messages via SMS

Add or remove subscribers from mailing lists

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Track and interpret metrics on the usage of company resources

Monitor user activity through engagement methods

Supports various video file formats

Track visitors and purpose of visits

Web form that allows users to enter data that is sent and processed for different reasons

Monitor activity of individuals who visit your website using cookies

An extended application or connector that enables users to perform additional services with their current set of tools

Analyze lost and won opportunities

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

[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

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

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.

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](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/)

Popular comparisons

[Salesforce Sales Cloud vs Upnify CRM](https://www.capterra.com/compare/61368-232132/Salesforce-vs-Upnify-CRM)

[HubSpot CRM vs Upnify CRM](https://www.capterra.com/compare/152373-232132/HubSpot-CRM-vs-Upnify-CRM) 

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