Pricing of Upnify CRM
Upnify CRM

The cost-effective all-in-one sales automation solution

Streamline your operations effortlessly with our complete and integrated solution.

Upnify Suite
Aplications

Rated 4.9/ 5

Stars
Upnify Suite
Aplications
Rated 4.9/ 5
Stars

Available Plans

Choose the version that fits your business needs.

MAX

$35 USD

$43 USD Save ~20%

Per user per month, billed annually*

  • Access to multiple accounts
  • Advanced integrations
  • 5,000 emails per month **
  • 2,500 monthly credits for
    Upnify Engage
  • 250 monthly credits for
    Upnify Connect
  • 100 GB of storage
    space
  • Priority support
  • All PRO features
Most Popular

Pro

$20 USD

$25 USD Save ~20%

Per user per month, billed annually*

  • API for developers
  • Automated quoting tools
  • Invoicing
  • Email marketing
  • Call recording
  • AI Insights
  • Phone support
  • All basic features

Basic

$14 USD

$17 USD Save ~20%

Per user per month, billed annually*

  • Sales automation
  • Email templates
  • Basic integrations
  • Calendar and reminders

If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.

General Functions

Calendar, appointments, tasks, and remindersIncluido
Integration of your corporate email (Microsoft® Exchange, Google® GMail, IMAP)Incluido
Free app for Apple and Android devicesIncluido
Storage capacity for files100 GB
Permission, access control, and user restrictions by levelIncluido
Supervision of commercial activitiesIncluido
Automation of quotationsIncluido
Reports on sales, collections, conversions, geolocation, follow-ups, forecastsIncluido
API for integration with external toolsIncluido
Advanced integrationsIncluido
Electronic signature of documentsIncluido
Access to multiple accountsIncluido
Upnify® ConnectIncluido
Upnify® EngageIncluido

Marketing Automation

Integration with Facebook lead campaignsIncluido
Integration with Google Ads lead form extensionIncluido
WordPress integrationIncluido
WhatsApp integrationIncluido
Integration with CliengoIncluido
Integration with Zapier or MakeIncluido
Website to chat integration (WhatsApp® and Facebook Messenger)Incluido
Automatic registration of contacts received on website and FacebookIncluido
Preloaded email templates+100
Accounting of emails sent and openedIncluido
Email marketing (mass email campaigns)Incluido
Email marketing (email sequences)Incluido
Campaign tracking (UTMs)Incluido
Emails per month for campaigns at no cost5.000
Free activations of Upnify® EngageIncluido
Download widgetsIncluido
Conditional video widgetsIncluido
Widgets for event/webinar registrationIncluido

Multichannel Communication

Chats included in Upnify® Connect (WhatsApp, Telegram, WebChat)250 chats
Integration with WhatsApp BusinessIncluido
Integration with TelegramIncluido
Configurable Web ChatIncluido
Rule-based support for users and groupsIncluido
Distribution of chats among multiple agentsIncluido
Agents with Artificial Intelligence (AI)Incluido
Centralized monitoring of conversationsIncluido
Response speed reportsIncluido
Configurable Web ChatIncluido

Sales Automation

Simple quote toolIncluido
Quote tool with productsIncluido
Preloaded formats for quoting10 formats
Multi-currencyIncluido
Integration with external quote toolIncluido
Scorecard goalsIncluido
Mass export and import of your databaseIncluido
Tags to facilitate segmentationIncluido
Sales forecastingIncluido
Management of referred collections and paymentsIncluido
Mobile number validation via SMS and WhatsAppIncluido

Customized Support

Support via support tickets, email, and live chatIncluido
Telephone supportIncluido
Account specialist available *Incluido
Turnkey implementation *Incluido
Priority supportIncluido

If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.

General Functions

Calendar, appointments, tasks, and remindersIncluido
Integration of your corporate email (Microsoft® Exchange, Google® GMail, IMAP)Incluido
Free app for Apple and Android devicesIncluido
Storage capacity for files50 GB
Permission, access control, and user restrictions by levelIncluido
Supervision of commercial activitiesIncluido
Automation of quotationsIncluido
Reports on sales, collections, conversions, geolocation, follow-ups, forecastsIncluido
API for integration with external toolsIncluido
Advanced integrationsNo incluido
Electronic signature of documentsNo incluido
Access to multiple accountsNo incluido
Upnify® Connectoptional
Upnify® Engageoptional

Marketing Automation

Integration with Facebook lead campaignsIncluido
Integration with Google Ads lead form extensionIncluido
WordPress integrationIncluido
WhatsApp integrationIncluido
Integration with CliengoIncluido
Integration with Zapier or MakeIncluido
Website to chat integration (WhatsApp® and Facebook Messenger)Incluido
Automatic registration of contacts received on website and FacebookIncluido
Preloaded email templates+50
Accounting of emails sent and openedIncluido
Email marketing (mass email campaigns)Incluido
Email marketing (email sequences)Incluido
Campaign tracking (UTMs)No incluido
Emails per month for campaigns at no costNo incluido
Free activations of Upnify® EngageNo incluido
Download widgetsoptional
Conditional video widgetsoptional
Widgets for event/webinar registrationoptional

Multichannel Communication

Chats included in Upnify® Connect (WhatsApp, Telegram, WebChat)No incluido
Integration with WhatsApp BusinessIncluido
Integration with TelegramIncluido
Configurable Web ChatIncluido
Rule-based support for users and groupsIncluido
Distribution of chats among multiple agentsIncluido
Agents with Artificial Intelligence (AI)Incluido
Centralized monitoring of conversationsIncluido
Response speed reportsIncluido
Configurable Web ChatIncluido

Sales Automation

Simple quote toolIncluido
Quote tool with productsIncluido
Preloaded formats for quoting6 formats
Multi-currencyIncluido
Integration with external quote toolNo incluido
Scorecard goalsIncluido
Mass export and import of your databaseIncluido
Tags to facilitate segmentationIncluido
Sales forecastingIncluido
Management of referred collections and paymentsIncluido
Mobile number validation via SMS and WhatsAppIncluido

Customized Support

Support via support tickets, email, and live chatIncluido
Telephone supportIncluido
Account specialist available *Incluido
Turnkey implementation *No incluido
Priority supportNo incluido

If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.

General Functions

Calendar, appointments, tasks, and remindersIncluido
Integration of your corporate email (Microsoft® Exchange, Google® GMail, IMAP)Send only
Free app for Apple and Android devicesIncluido
Storage capacity for files10 GB
Permission, access control, and user restrictions by levelIncluido
Supervision of commercial activitiesIncluido
Automation of quotationsIncluido
Reports on sales, collections, conversions, geolocation, follow-ups, forecastsIncluido
API for integration with external toolsNo incluido
Advanced integrationsNo incluido
Electronic signature of documentsNo incluido
Access to multiple accountsNo incluido
Upnify® ConnectNo incluido
Upnify® EngageNo incluido

Marketing Automation

Integration with Facebook lead campaignsNo incluido
Integration with Google Ads lead form extensionNo incluido
WordPress integrationNo incluido
WhatsApp integrationIncluido
Integration with CliengoIncluido
Integration with Zapier or MakeIncluido
Website to chat integration (WhatsApp® and Facebook Messenger)Incluido
Automatic registration of contacts received on website and FacebookIncluido
Preloaded email templates+10
Accounting of emails sent and openedIncluido
Email marketing (mass email campaigns)No incluido
Email marketing (email sequences)No incluido
Campaign tracking (UTMs)No incluido
Emails per month for campaigns at no costNo incluido
Free activations of Upnify® EngageNo incluido
Download widgetsNo incluido
Conditional video widgetsNo incluido
Widgets for event/webinar registrationNo incluido

Multichannel Communication

Chats included in Upnify® Connect (WhatsApp, Telegram, WebChat)No incluido
Integration with WhatsApp BusinessNo incluido
Integration with TelegramNo incluido
Configurable Web ChatNo incluido
Rule-based support for users and groupsNo incluido
Distribution of chats among multiple agentsNo incluido
Agents with Artificial Intelligence (AI)No incluido
Centralized monitoring of conversationsNo incluido
Response speed reportsNo incluido
Configurable Web ChatNo incluido

Sales Automation

Simple quote toolIncluido
Quote tool with productsNo incluido
Preloaded formats for quoting3 formats
Multi-currencyNo incluido
Integration with external quote toolNo incluido
Scorecard goalsNo incluido
Mass export and import of your databaseIncluido
Tags to facilitate segmentationIncluido
Sales forecastingIncluido
Management of referred collections and paymentsIncluido
Mobile number validation via SMS and WhatsAppNo incluido

Customized Support

Support via support tickets, email, and live chatNo incluido
Telephone supportNo incluido
Account specialist available *No incluido
Turnkey implementation *No incluido
Priority supportNo incluido

If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.

Frequently Asked Questions

You don't need to install anything. You can use Upnify in any device with an Internet connection and a Web browser. Your information is always available 24 hours a day, 365 days per year.

For 30 days, you can use all Upnify features for free to see by yourself how the system works.

If Upnify covers your needs, you can pay for the licenses you require directly in the CRM or through our call center executives. If Upnify isn't what you're looking for, then the trial period simply ends without you having to do anything else. Your account and information contained within it will be automatically deleted after 60 days.

There is no limit, you can have as many users as you need. However in practice, more than 500 users in the same account becomes hardly to operate from the human perspective. If you have the need to provide a CRM account for franchises or distributors, ask for our corporate license.

Upnify offers several online training options:
  • Video Tutorials available 24/7
  • Live and Recorded Webinars
  • PDF guides and manuals
If you require face-to-face training please contact an executive to confirm availability in your country.

Of course! Call the numbers listed in the bottom of the page or contact us at sales@upnify.com.

Yes, we accept international payments through credit cards (VISA, MasterCard or American Express). Wire transfers are also available.

No, only quarterly, semi-annualy or annually.

Of course! Upnify offers webinars every week. Check out the upcoming dates on our website or feel free to contact us at sales@upnify.com.

Upnify is hosted in Amazon® AWS®, incorporating the highest security standards available. The information is accessed through a secure connection (SSL) similar to banking portals. Our security system is divided into multiple layers, composed by firewalls with state-of-the-art hardware and software. Additionaly, we perform automated backups every 24 hours to secure your information.

For the system to work optimally, the following requirements must be met in your company:
  • Windows®, Mac@ or Linux PC with at least 4gb RAM.
  • Latest versions of Chrome, Mozila, Safari or Edge.
  • An internet connection with speed 10 mbps or superior for each user accesing the CRM.

In accordance with our terms of service, Upnify does not issue refunds.
Pepe Villacis

With Upnify, my organization (which operates with independent offices) has achieved a high level of customization in terms of image, communication points, action, and contact with prospects. We maintain consistency in our process, facilitating analysis, measurement, and decision-making. I consider it the most successful CRM in Latin America.

Pepe Villacís, Business Coach at Action Coach®