The cost-effective all-in-one sales automation solution
Streamline your operations effortlessly with our complete and integrated solution.
Rated 4.9/ 5
Rated 4.9/ 5
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
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
120 free annual folios **
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
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.
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®
Create your account!
An error has ocurred. Please, try again later.
One moment, please.
One moment...
The account associated with this email already exists. Please provide a different account or login here.
If you like you can access through the following services: