Welcome to Upnify® SubscribeUpnify CRM

Simplify and Manage Payments
with Upnify® Subscribe

Simplify your payment process with Subscribe. Our automatic payment processing capabilities allow you to manage transactions effortlessly and enhance cash flow.

Upnify Suite
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Redefine Collection Management with its Efficient and Automated Approach.

Simplify your collection processes with automation, eliminating
manual tasks.

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Automatically send the payment link to the customer.

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Payments made by the customer are automatically reflected in
the system.

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If you have billing information, Upnify Subscribe automatically
generates and ends invoices.

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Designed for Recurrence

Subscribe s a powerful tool that automates payment processing, making it easier for your business to receive payments. With Subscribe, you can securely accept payments from your customers, track transactions, and optimize your financial operations.

Plans

Choose the plan 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.

Simple Payment Processing with Subscribe

Easily collect payments from your customers with our intuitive platform

Simple Payment Processing with Subscribe

Easily collect payments from your customers with our intuitive platform

FIND ANSWERS

TO FREQUENTLY ASKED QUESTIONS ABOUT SUBSCRIBE AND ITS CAPABILITIES

Yes, Subscribe is designed to integrate seamlessly with other Upnify® tools. This allows for smooth synchronization between different functions, such as customer management, invoicing, and collections automation, providing a cohesive and efficient user experience.

Yes, with Subscribe you can automatically generate and send invoices. If you have customer billing information stored in the system, Subscribe facilitates the creation and sending of invoices directly, simplifying the collections process and ensuring greater efficiency in payment management.

Subscribe is versatile and works for a variety of collections, including one-time and recurring payments. This flexibility makes it ideal for businesses that manage subscriptions or any other type of recurring charge, as well as those requiring payment processing for specific events or services.

Upnify® Subscribe is suitable for a wide range of industries that require efficient payment processing and collections management. It is especially useful for sectors such as retail, professional services, education, healthcare, and any other industry that handles payments and billing regularly.

Security is a top priority in Upnify® Subscribe. Our platform uses advanced technology to ensure that all payments are processed securely. In addition, with automation and rigorous transaction monitoring, we ensure that each payment is handled with the utmost security and compliance with applicable regulations.