AI TOOL PROFILE
Upnify CRM: Sales Management and Automation
- Sales
- CRM
- 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.
At a glance
- 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
- Key use cases
- Digital Lead Capture, Multichannel Customer Support, Sales Pipeline Organization, Post-Sales Task Tracking
- Integrations
- Zapier, Make, Facebook Lead Ads
- Official website
- Visit upnify crm official website
How AI is used
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
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.
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.
Integrations
- Zapier
- Make
- Facebook Lead Ads
FAQ
What are the different pricing models for Upnify CRM?
- 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.
Can I buy only one product or do I need the whole suite?
- Yes, you can purchase CRM, Engage, Connect, or Flow individually, or choose the MAX package which includes all four products.
Does Upnify CRM support WhatsApp?
- Yes, specifically through the Connect module, which allows multiple users to handle conversations via a single WhatsApp number.
Is Upnify CRM secure for business data?
- The platform has passed the SOC 2 Type II audit, which covers security, availability, confidentiality, and privacy.
Source category: Sales
Source subcategory: CRM
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