Upnify CRM: Sales Management and Automation
Upnify helps businesses with digital sales channels manage leads and automate follow-ups. It is designed for teams that want to centralize communications from WhatsApp and social media into a single pipeline.
At a glance
- Category
- Sales
- 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
- Pricing
- 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.
- Key use cases
- Digital Lead Capture, Multichannel Customer Support, Sales Pipeline Organization, Post-Sales Task Tracking
- Integrations
- Zapier, Make, Facebook Lead Ads
- Official website
- www.upnify.com
Upnify is a cloud-based sales management suite consisting of four primary tools: CRM, Engage, Connect, and Flow. It is designed to help companies organize sales pipelines, capture leads via website widgets, and manage omnichannel conversations across platforms like WhatsApp, Facebook, and Instagram.
The platform is geared toward businesses that rely on online campaigns and frequent quotations, such as those in real estate, education, and financial services. It supports a digital environment with tools for automated quoting and email marketing.
Buyers should note that while the CRM is billed per user, other modules like Connect and Flow use a prepaid volume-based pricing model. Users should confirm if the specific volume of conversations or tasks fits their operational scale before selecting a standalone product or the MAX suite.
Key Features
Supports tracking lead origins via UTMs and assigning prospects to sales representatives.
Centralizes messages from WhatsApp, Instagram, Facebook, and web chat into one view.
Supports the generation of customized sales quotes.
Designed to manage operational tasks and tickets with assigned owners and timing controls.
No-code widgets for websites to capture leads and manage event registrations.
Uses artificial intelligence to help create communication templates.
Use Cases
Using website widgets to collect prospect information and integrate it into the CRM.
Handling customer queries across WhatsApp and social media using a centralized inbox.
Moving prospects through defined sales stages with reminders and activity tracking.
Using the Flow module to manage after-sales service requests with documented evidence.
Best For
Integrations
Pricing
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.
FAQ
The CRM is priced per user per month, while the Engage, Connect, and Flow modules are sold as prepaid volume packages based on activations, conversations, and tasks.
Yes, you can purchase CRM, Engage, Connect, or Flow individually, or choose the MAX package which includes all four products.
Yes, specifically through the Connect module, which allows multiple users to handle conversations via a single WhatsApp number.
The platform has passed the SOC 2 Type II audit, which covers security, availability, confidentiality, and privacy.
Source category: Sales
Source subcategory: CRM
