--- title: "Upzelo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Upzelo Software - reviews, pricing plans, popular comparisons to other Customer Loyalty products and more." source_url: "https://www.capterra.com/p/247856/Upzelo/" page_type: "product" language: "en" --- # Upzelo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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) Upzelo ## What is Upzelo? Upzelo's customer loyalty and reward programs are crafted to boost your business's growth. Make each purchase a celebration with a bespoke program that's easy to set up and launch in minutes, all without needing any coding skills! Should you require assistance, our support and migration teams will guide you at every step. Loyalty and Rewards. Referral Program. Wallet Passes for iOS and Android. Online and In-store POS. ## What is Upzelo used for? [Customer Engagement](https://www.capterra.com/customer-engagement-software/)[Customer Success](https://www.capterra.com/customer-success-software/)[Customer Loyalty](https://www.capterra.com/customer-loyalty-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $149 Usage Based, Per Month Free trial not available Includes Free Version 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 Upzelo?[Manage this product listing](https://www.g2.com/products/upzelo/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. ### Upzelo 5.0 (4) VS. [4.8 (547)](https://www.capterra.com/p/197141/Tremendous-Rewards/reviews/) Starting Price $149 Usage Based, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (4) Ease Of Use 4.9 (4,063) Value For Money 5.0 (4) Value For Money 4.8 (2,864) Customer Service 4.8 (4) Customer Service 4.7 (2,797) ## Upzelo alternatives [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (267)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars Highest Rated [4.9 (109)](https://www.capterra.com/p/78966/Preferred-Patron-Loyalty/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Viber](https://www.capterra.com/p/180348/Viber/) [4.4 (4,063)](https://www.capterra.com/p/180348/Viber/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/180348/Viber/) ## FAQs about Upzelo Overview ### What company size and specific industries is Upzelo built for? Upzelo is designed for B2C subscription businesses and D2C e-commerce companies, especially those in retail and Shopify-based online commerce. It fits e-commerce businesses that manage consumer subscriptions and customer retention, rather than organizations in unrelated industries or large enterprise-only environments. Features and Usability ### What are the key features of Upzelo? Upzelo offers churn management, cancellation management, and subscription management for recurring revenue workflows. It also includes customer surveys, NPS of customers, feedback management, and customer segmentation, plus analytics features such as activity dashboards, real-time reporting, trend analysis, and KPI tracking. Pricing ### How much does it cost and what fees or limitations are included? Upzelo starts at $149 per month on the Pro plan, which includes the first 1,000 monthly orders and supports up to 7,500 orders. A free version is available. The Custom plan starts at $572.47 per month for 7,500+ monthly orders and adds API access and dedicated support. Integrations ### Which third-party tools and platforms does Upzelo integrate with? Upzelo integrates with 12 third-party tools, including ecommerce and marketing platforms such as Shopify, WooCommerce, Adobe Commerce, Recharge, Klaviyo, and Dotdigital, plus CRM and support tools like HubSpot CRM, Gorgias, Slack, REVIEWS.io, Feefo, and Zapier. Getting Started and Support ### What training and onboarding options does Upzelo offer? Upzelo offers live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided learning, while documentation and videos provide written and visual reference materials for teams reviewing setup steps and product features. Getting Started and Support ### What customer support options does Upzelo offer? Upzelo provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Without reviewer feedback on support, user experience cannot be assessed here, so the available channels are the only confirmed details. ## Features AI summary Based on 687 Customer Loyalty reviews Capterra data shows that buyers of customer success software rank the following features as their top priorities: - **Customer Management** (**56%** of reviewers rated this feature as critical) - **Health Score** (**49%**) - **Reporting/Analytics** (**46%**) Upzelo supports all three of the features reviewers value most: **Customer Management**, **Health Score**, and **Reporting/Analytics**. Together, these capabilities give teams a clear view of customer relationships, help them monitor account health, and track performance through data, allowing teams to improve retention, spot risks earlier, and make better customer success decisions. Activity Tracking 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Churn Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Identify customers at risk of migration and activate strategies to retain them Discount Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track products that are for sale at a reduced price or part of coupon promotions Feedback Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Gift Card Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus Performance Metrics 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Upzelo 81 features ### All Features - 360 Degree Feedback: Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager - 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 - 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 Planning: Plan and strategize marketing campaigns - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customer Activity Tracking: A report showing what actions customers perform - 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 Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Management: Store and organize information about customers and previous interactions - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - 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 Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Gift Card Management: Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus - Health Score: Calculate a company, client account or person's health via a scoring system - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Live Chat: Ability to chat online in real time - Loyalty Cards: Manage loyalty cards that hold rewards and promotions to incentivize customers to return - Loyalty Program: Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases - Member Portal: Online gateway through which members can access/update personal information - Membership: Manages monthly memerbships and associated exclusive benefits and discounts that can be redeemed at your facility. - Membership Management: Database of members to track personal information of individuals and families - 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-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - NPS of Customers: Calculate NPS of customers - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Point of Sale (POS): Accept and process customer payments for products or services using hardware and software - Promotions Management: Design, communicate, and distribute incentives to perform a specific action - 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 - Referral Tracking: Log and store the source of contacts/leads - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - 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 - Rewards: Provide rewards, monetary or non-monetary, based on incentive programs - Rewards Management: Strategize and implement rewards for returning customers, employees and other members - 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 - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Social Promotion: Market event via social media tools - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Text Fields: Open text box field - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Usage Tracking/Analytics: Track and interpret metrics on the usage of company resources - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Win/Loss Analysis: Analyze lost and won opportunities - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (4) 4.8 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Version [View pricing plan details](https://www.capterra.com/p/247856/Upzelo/pricing/) Pro $149.00 Usage Based,Per Month It includes: - All Loyalty and Reward Features - All Referral Features - Unlimited Wallet Passes - Unlimited Push Notifications - 24/7 Premium Support - Onboarding help Custom $572.47 Usage Based,Per Month It includes: - All Features - Custom Migration Assistance - Dedicated Account Manager - Extended Customisation - Slack Channel - Enhanced Brand Theming - API Access Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ Adobe Commerce](https://www.capterra.com/p/227129/Magento-Commerce/)[ Klaviyo](https://www.capterra.com/p/156699/Klaviyo/)[ Dotdigital](https://www.capterra.com/p/151213/dotmailer/) 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 4.8 (4) 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 4.8 (4) 4.8 Based on 4 reviews ## User reviews Overall rating 5.0 Based on 4 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Edward F. Sales Operations Manager Staffing and Recruiting ### "Excellent loyalty, referral, and membership management platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 9, 2025 We implement referral programs through Upzelo, motivating candidates to recommend qualified professionals. In return, we offer valuable rewards for successful referrals, including bonuses, training discounts, and exclusive access to networking events. Pros Despite being designed for e-commerce, Upzelo offers us the flexibility to implement referral and loyalty programs for candidates and clients, as well as memberships for talent communities, which are crucial elements for our business strategy. Cons I do not detect any difficulties or objections that need to be mentioned about this tool. 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. MM Milagros M. COO E-Learning ### "I recommend Upzelo for your Cancel Flow" 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 July 3, 2023 We have retained 15% of customer who were about to cancel thanks to Upzelo´s Cancel Flow. Pros Upzelo´s Cancel Flow is a great and very useful feature for our subscription model business. We can now retain more customers and understand better their feedback. Also, they are constantly making improvements in the tool and they listen to suggestions and make them happen.Customer service is great. Cons At first we couldn´t filter by custom date and that made difficult to keep track, but they added that feature recently, and we are loving the new dashboard. 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. MT Matt T. CEO Marketing and Advertising ### "A must if you care about customer churn and retention" 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 February 22, 2022 So far we are yet to come across any downsides to using Upzelo. Its greatly helped use to reduce our churn and grow our business. Pros A really great customer success software that has helped us to grow our clients business. We weren’t looking for a tool like this but were curious when we read their description here on Capterra. We requested a demo and from that we could easily see where in our software stack this would sit. Since we set up Upzelo we have seen a marked improvement in our clients churn rate and a growth in their net revenue. Cons The installation process was easy to set up and activate. The audiences were straightforward to build and the suggested customer exit surveys were really helpful. Their customer support team were always on hand to help us along the set up process from trial though to being fully upgraded with Upzelo. Upzelo has allows us to focus more on attention and understand our customers more. It’s a core part of our team, helping us to influence both marketing and product development thanks to the specific feedback it can generate from each and every one of our customers. Overall it really does reduce your churn. 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. AN Anonymous User CTO Internet ### "Great Interface" 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 9/10 February 21, 2022 Pros Upzelo revolutionized the way we handled customer success. We had the whole system setup in a matter of minutes, and saw our first "upzelo" saved customer within a few days. The user interface was a dream to use when getting everything configured, and the reporting always made the information you wanted readily available as soon as you login. Cons Some of our retention flows can be a little more complex, which required a little extra work to get right. Reasons for choosing Upzelo We considered writing our own retention flow, but with the simplicity of Upzelo, it was an easy decision. We will probably integrate Upzelo for our own customers to use alongside our subscription management services. 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. ## 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.