Upnify CRM

Reports

Get to know the Acquisition Cohort Report

This report shows you the exact time it takes for your customers to make a buying decision.

Report: Collected vs. pending sales

Easily measure your collections progress with the Sales Collected vs. Pending report.

Report: estimated sales

Reduce uncertainty with the more accurate sales estimates provided by this report.

Report: Loyalty Rate of Clients

With this report you will identify your most frequent (and loyal) customers for your business, so you can apply this information to your new customers.

Report: Pending Payments

Easily consult your outstanding receivables and visualize your credit sales in an organized way.

Report: Sent Emails

Find out if your emails were opened and read with the metrics provided by the Sent Emails Report.

Report: SMS Sent

Keep track of all the SMS you send in your communications and know their exact metrics with the Sent SMS Report.

Report: Top Clients

Know who your best customers are with the Top Customers report.

What activities are recorded in the CRM?

These are the 10 activities you can register with your contacts in Upnify.

Where to find the history of discarded opportunities?

If you have lost a sales opportunity and you still have the prospect you can review the history to know the efforts that were made.

Where to find the history of discarded opportunities?

If you have lost a sales opportunity and you still have the prospect you can review the history to know the efforts that were made.