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.
ERPOne 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.
CRMYou can now customize outgoing webhooks to share information from Upnify directly with other systems, without relying on intermediary services.
CRMWhen scrolling down a table with many records, you can now pin the header so you can keep seeing each column''s name without having to scroll back to the top. You can enable this in the column settings, and Upnify will remember your preference the next time you open that table.
CRMYour prospect, opportunity, and customer cards are no longer the same for everyone: now you choose which metrics to display at the top—stage, pending items, score, amount, or sales—and build your own tracking dashboard.
FlowNow your team and external collaborators can communicate directly from within the task, exchanging messages and evidence to resolve questions and complete the work without leaving the process.
CRMWe’ve redesigned the Upnify Calendar with a clearer, more modern interface, a mini calendar for jumping between dates, simpler filters, and the ability to view your teammates’ calendars alongside yours—each with its own color.
CRMSegment your contacts and transactions by company with greater precision. You can now search for companies by name and distinguish between records linked to a company created in CRM and those that only have a company name on file.
SuiteTake Upnify with you and keep working from your phone. The new mobile apps let you access the Suite''s products from iOS and Android devices.