Boost Your Sales
with Upnify® CRM
Rated 4.9/ 5
Rated 4.9/ 5
From Prospecting to Invoicing
Keep your customer database
organized and all their communications
Keep your information secure and backed up
automatically in the cloud
Respond faster than your competition and
win more customers
You don't need to be an expert to manage your
sales process
Upnify transformed our sales management, moving from an Excel system to a flexible and reliable CRM. Now, with secure access to information from any device, we can offer high-quality service to our customers.
Maru Jiménez
Sales Executive / Grupo Radio Fórmula
January 2024
Upnify has been key to improving our customer follow-up, increasing our retention and cross-selling capabilities. Thanks to this tool, we have grown 40% and maintain our operational control from anywhere.
Rafael Meneses
General Director / Inovaxion
March 2024
We have found Upnify to be a fundamental tool. It has allowed us to automate processes and significantly reduce follow-up and response times from a week to just one day. It has helped us improve our productivity and expand our reach to more customers.
Nellie Villalobos Barba
Marketing Coordinator and Real Estate Advisor / The Village Group
November 2023
Upnify transformed our sales management, moving from an Excel system to a flexible and reliable CRM. Now, with secure access to information from any device, we can offer high-quality service to our customers.
Maru Jiménez
Sales Executive / Grupo Radio Fórmula
January 2024
Upnify has been key to improving our customer follow-up, increasing our retention and cross-selling capabilities. Thanks to this tool, we have grown 40% and maintain our operational control from anywhere.
Rafael Meneses
General Director / Inovaxion
March 2024
We have found Upnify to be a fundamental tool. It has allowed us to automate processes and significantly reduce follow-up and response times from a week to just one day. It has helped us improve our productivity and expand our reach to more customers.
Nellie Villalobos Barba
Marketing Coordinator and Real Estate Advisor / The Village Group
November 2023
Maru Jiménez
Sales Executive / Grupo Radio Fórmula
January 2024
Rafael Meneses
General Director / Inovaxion
March 2024
Nellie Villalobos Barba
Marketing Coordinator and Real Estate Advisor / The Village Group
November 2023
With Upnify® CRM it's possible to facilitate interaction with your clients, and maintain control of your marketing in a simple and secure manner. Additionally, receive support from our experts 100% in your language.
Choose the plan that fits your business needs.
$43 USD Save ~20%
Per user per month, billed annually*
$25 USD Save ~20%
Per user per month, billed annually*
$17 USD Save ~20%
Per user per month, billed annually*
MAX | POPULAR PRO | BASIC | |
|---|---|---|---|
| Calendar, appointments, tasks, and reminders |  | | |
| Integration of your corporate email (Microsoft® Exchange, Google® GMail, IMAP) | | | Send only |
| Free app for Apple and Android devices | | | |
| Storage capacity for files | 100 GB | 50 GB | 10 GB |
| Permission, access control, and user restrictions by level | | | |
| Supervision of commercial activities | | | |
| Automation of quotations | | | |
| Reports on sales, collections, conversions, geolocation, follow-ups, forecasts | | | |
| API for integration with external tools | | |  |
| Advanced integrations | | | |
| Electronic signature of documents | | | |
| Access to multiple accounts | | | |
| Upnify® Connect | | optional | |
| Upnify® Engage | | optional | |
MAX | POPULAR PRO | BASIC | |
|---|---|---|---|
| Integration with Facebook lead campaigns | | | |
| Integration with Google Ads lead form extension | | | |
| WordPress integration | | | |
| WhatsApp integration | | | |
| Integration with Cliengo | | | |
| Integration with Zapier or Make | | | |
| Website to chat integration (WhatsApp® and Facebook Messenger) | | | |
| Automatic registration of contacts received on website and Facebook | | | |
| Preloaded email templates | +100 | +50 | +10 |
| Accounting of emails sent and opened | | | |
| Email marketing (mass email campaigns) | | | |
| Email marketing (email sequences) | | | |
| Campaign tracking (UTMs) | | | |
| Emails per month for campaigns at no cost | 5.000 | | |
| Free activations of Upnify® Engage | | | |
| Download widgets | | optional | |
| Conditional video widgets | | optional | |
| Widgets for event/webinar registration | | optional | |
MAX | POPULAR PRO | BASIC | |
|---|---|---|---|
| Chats included in Upnify® Connect (WhatsApp, Telegram, WebChat) | 250 chats | | |
| Integration with WhatsApp Business | | | |
| Integration with Telegram | | | |
| Configurable Web Chat | | | |
| Rule-based support for users and groups | | | |
| Distribution of chats among multiple agents | | | |
| Agents with Artificial Intelligence (AI) | | | |
| Centralized monitoring of conversations | | | |
| Response speed reports | | | |
| Configurable Web Chat | | | |
MAX | POPULAR PRO | BASIC | |
|---|---|---|---|
| Simple quote tool | | | |
| Quote tool with products | | | |
| Preloaded formats for quoting | 10 formats | 6 formats | 3 formats |
| Multi-currency | | | |
| Integration with external quote tool | | | |
| Scorecard goals | | | |
| Mass export and import of your database | | | |
| Tags to facilitate segmentation | | | |
| Sales forecasting | | | |
| Management of referred collections and payments | | | |
| Mobile number validation via SMS and WhatsApp | | | |
MAX | POPULAR PRO | BASIC | |
|---|---|---|---|
| Support via support tickets, email, and live chat | | | |
| Telephone support | | | |
| Account specialist available * | | | |
| Turnkey implementation * | | | |
| Priority support | | | |
If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.
| Calendar, appointments, tasks, and reminders | |
| Integration of your corporate email (Microsoft® Exchange, Google® GMail, IMAP) | |
| Free app for Apple and Android devices | |
| Storage capacity for files | 100 GB |
| Permission, access control, and user restrictions by level | |
| Supervision of commercial activities | |
| Automation of quotations | |
| Reports on sales, collections, conversions, geolocation, follow-ups, forecasts | |
| API for integration with external tools | |
| Advanced integrations | |
| Electronic signature of documents | |
| Access to multiple accounts | |
| Upnify® Connect | |
| Upnify® Engage | |
| Integration with Facebook lead campaigns | |
| Integration with Google Ads lead form extension | |
| WordPress integration | |
| WhatsApp integration | |
| Integration with Cliengo | |
| Integration with Zapier or Make | |
| Website to chat integration (WhatsApp® and Facebook Messenger) | |
| Automatic registration of contacts received on website and Facebook | |
| Preloaded email templates | +100 |
| Accounting of emails sent and opened | |
| Email marketing (mass email campaigns) | |
| Email marketing (email sequences) | |
| Campaign tracking (UTMs) | |
| Emails per month for campaigns at no cost | 5.000 |
| Free activations of Upnify® Engage | |
| Download widgets | |
| Conditional video widgets | |
| Widgets for event/webinar registration | |
| Chats included in Upnify® Connect (WhatsApp, Telegram, WebChat) | 250 chats |
| Integration with WhatsApp Business | |
| Integration with Telegram | |
| Configurable Web Chat | |
| Rule-based support for users and groups | |
| Distribution of chats among multiple agents | |
| Agents with Artificial Intelligence (AI) | |
| Centralized monitoring of conversations | |
| Response speed reports | |
| Configurable Web Chat | |
| Simple quote tool | |
| Quote tool with products | |
| Preloaded formats for quoting | 10 formats |
| Multi-currency | |
| Integration with external quote tool | |
| Scorecard goals | |
| Mass export and import of your database | |
| Tags to facilitate segmentation | |
| Sales forecasting | |
| Management of referred collections and payments | |
| Mobile number validation via SMS and WhatsApp | |
| Support via support tickets, email, and live chat | |
| Telephone support | |
| Account specialist available * | |
| Turnkey implementation * | |
| Priority support | |
If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.
| Calendar, appointments, tasks, and reminders | |
| Integration of your corporate email (Microsoft® Exchange, Google® GMail, IMAP) | |
| Free app for Apple and Android devices | |
| Storage capacity for files | 50 GB |
| Permission, access control, and user restrictions by level | |
| Supervision of commercial activities | |
| Automation of quotations | |
| Reports on sales, collections, conversions, geolocation, follow-ups, forecasts | |
| API for integration with external tools | |
| Advanced integrations | |
| Electronic signature of documents | |
| Access to multiple accounts | |
| Upnify® Connect | optional |
| Upnify® Engage | optional |
| Integration with Facebook lead campaigns | |
| Integration with Google Ads lead form extension | |
| WordPress integration | |
| WhatsApp integration | |
| Integration with Cliengo | |
| Integration with Zapier or Make | |
| Website to chat integration (WhatsApp® and Facebook Messenger) | |
| Automatic registration of contacts received on website and Facebook | |
| Preloaded email templates | +50 |
| Accounting of emails sent and opened | |
| Email marketing (mass email campaigns) | |
| Email marketing (email sequences) | |
| Campaign tracking (UTMs) | |
| Emails per month for campaigns at no cost | |
| Free activations of Upnify® Engage | |
| Download widgets | optional |
| Conditional video widgets | optional |
| Widgets for event/webinar registration | optional |
| Chats included in Upnify® Connect (WhatsApp, Telegram, WebChat) | |
| Integration with WhatsApp Business | |
| Integration with Telegram | |
| Configurable Web Chat | |
| Rule-based support for users and groups | |
| Distribution of chats among multiple agents | |
| Agents with Artificial Intelligence (AI) | |
| Centralized monitoring of conversations | |
| Response speed reports | |
| Configurable Web Chat | |
| Simple quote tool | |
| Quote tool with products | |
| Preloaded formats for quoting | 6 formats |
| Multi-currency | |
| Integration with external quote tool | |
| Scorecard goals | |
| Mass export and import of your database | |
| Tags to facilitate segmentation | |
| Sales forecasting | |
| Management of referred collections and payments | |
| Mobile number validation via SMS and WhatsApp | |
| Support via support tickets, email, and live chat | |
| Telephone support | |
| Account specialist available * | |
| Turnkey implementation * | |
| Priority support | |
If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.
| Calendar, appointments, tasks, and reminders | |
| Integration of your corporate email (Microsoft® Exchange, Google® GMail, IMAP) | Send only |
| Free app for Apple and Android devices | |
| Storage capacity for files | 10 GB |
| Permission, access control, and user restrictions by level | |
| Supervision of commercial activities | |
| Automation of quotations | |
| Reports on sales, collections, conversions, geolocation, follow-ups, forecasts | |
| API for integration with external tools | |
| Advanced integrations | |
| Electronic signature of documents | |
| Access to multiple accounts | |
| Upnify® Connect | |
| Upnify® Engage | |
| Integration with Facebook lead campaigns | |
| Integration with Google Ads lead form extension | |
| WordPress integration | |
| WhatsApp integration | |
| Integration with Cliengo | |
| Integration with Zapier or Make | |
| Website to chat integration (WhatsApp® and Facebook Messenger) | |
| Automatic registration of contacts received on website and Facebook | |
| Preloaded email templates | +10 |
| Accounting of emails sent and opened | |
| Email marketing (mass email campaigns) | |
| Email marketing (email sequences) | |
| Campaign tracking (UTMs) | |
| Emails per month for campaigns at no cost | |
| Free activations of Upnify® Engage | |
| Download widgets | |
| Conditional video widgets | |
| Widgets for event/webinar registration | |
| Chats included in Upnify® Connect (WhatsApp, Telegram, WebChat) | |
| Integration with WhatsApp Business | |
| Integration with Telegram | |
| Configurable Web Chat | |
| Rule-based support for users and groups | |
| Distribution of chats among multiple agents | |
| Agents with Artificial Intelligence (AI) | |
| Centralized monitoring of conversations | |
| Response speed reports | |
| Configurable Web Chat | |
| Simple quote tool | |
| Quote tool with products | |
| Preloaded formats for quoting | 3 formats |
| Multi-currency | |
| Integration with external quote tool | |
| Scorecard goals | |
| Mass export and import of your database | |
| Tags to facilitate segmentation | |
| Sales forecasting | |
| Management of referred collections and payments | |
| Mobile number validation via SMS and WhatsApp | |
| Support via support tickets, email, and live chat | |
| Telephone support | |
| Account specialist available * | |
| Turnkey implementation * | |
| Priority support | |
If you purchased 1 to 3 licenses and require personalized assistance, please consult with your executive.
* Optional services at additional cost.
Don't lose sales anymore and improve your follow-up
Request one of our advisors to show you at no cost how to use the system in your business.
Don't lose sales anymore and improve your follow-up
Request one of our advisors to show you at no cost how to use the system in your business.
Find Answers
Frequently asked questions about Upnify CRM