{"best_for":["Companies with digital lead generation","Sales teams using WhatsApp for business","Operations managers needing task traceability","Businesses requiring SOC 2 Type II security compliance"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/upnify-crm","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/upnify-crm.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-045.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: upnify crm (https://aitoolsforbusiness.ai/upnify-crm)"},"features":["Lead Management: Supports tracking lead origins via UTMs and assigning prospects to sales representatives.","Omnichannel Conversations: Centralizes messages from WhatsApp, Instagram, Facebook, and web chat into one view.","Automated Quoting: Supports the generation of customized sales quotes.","Workflow Automation: Designed to manage operational tasks and tickets with assigned owners and timing controls.","Lead Capture Widgets: No-code widgets for websites to capture leads and manage event registrations.","AI Template Generation: Uses artificial intelligence to help create communication templates."],"freshness_status":"fresh","name":"upnify crm","pricing_note":"CRM pricing starts at $14 per user/month. Other modules are prepaid: Engage ($129 per 10,000 activations), Connect ($119 per 1,000 conversations), and Flow ($89 per 200 tasks). A MAX suite is available for $35 per user/month.","pricing_url":"https://www.upnify.com/pricing-en.html","primary_category":"Sales","profile_last_verified":"2026-06-04T05:30:41.049Z","secondary_categories":[],"short_description":"Upnify is a sales management platform that combines CRM, lead capture, omnichannel conversations, and operational workflow automation.","slug":"upnify-crm","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/upnify-crm","use_cases":["Digital Lead Capture: Using website widgets to collect prospect information and integrate it into the CRM.","Multichannel Customer Support: Handling customer queries across WhatsApp and social media using a centralized inbox.","Sales Pipeline Organization: Moving prospects through defined sales stages with reminders and activity tracking.","Post-Sales Task Tracking: Using the Flow module to manage after-sales service requests with documented evidence."],"website_url":"https://www.upnify.com/"}