FlowAutomatically convert opportunities into sales from Flow
Set up a stage action so that Flow automatically converts a linked opportunity into a sale when a task reaches a defined point in your process. Automate the process
Innovation Center
Discover the latest product updates, improvements and launches at Upnify. Everything we do is designed to make your business more efficient, connected and ready to grow.
Innovation catalog
Flow
COMMNew Conversations Screen in Connect
We’ve updated the Conversations interface so you can find your chats, switch between channels, and view each contact’s information in a clearer, more organized layout.
FlowNew Project View in Flow
View tasks by time period, group them by assignee, creator, or phase, and adjust due dates directly from a Gantt chart view.
COMMChanges to WhatsApp Business Platform pricing starting October 1, 2026
Meta will update the WhatsApp Business Platform pricing model. Learn how the 1,000 free service messages per number will work, how the 24- and 72-hour windows apply, the updated rates, and what you should review in your account to avoid service disruptions.
FlowCreate custom fields in Flow tasks
Add the information your operation needs directly to each task and define which flows it should appear in.
FlowFill out Flow forms offline and sync them when you''re back online
View saved tasks and capture forms, evidence, signatures, and geolocation even without an internet connection. This feature is available in both the Upnify Suite app and the desktop version.
COMMYou can now upload Markdown (.md) files to Knowledge
Use .md files as knowledge documents in Connect to provide your AI assistants with lightweight, structured documentation.
ERPUpnify ERP Is Here: Take Your Operations to the Next Level
One of the solutions our customers have been most eagerly awaiting is now part of the Upnify Suite. Manage sales, billing, purchasing, banking, inventory, accounts receivable, and much more—all from one place.