# 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/pricing --- # 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/)[Email Marketing](https://www.capterra.com/email-marketing-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. [4.3 (6,970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $17 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (64) Ease Of Use 4.2 (18,108) Value For Money 4.7 (63) Value For Money 4.3 (12,796) Customer Service 4.7 (64) Customer Service 4.1 (14,027) ## Upnify CRM alternatives [4.7 (728)](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 [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,773)](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 [Learn More](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,457)](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 [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [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 [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [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 115 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 Group campaigns by project, client, or campaign for better management. 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/) ## 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. 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)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)