Welcome to Upnify® Suite
Upnify CRM
Stars It transformed our company and it's easy to use
Stars I wouldn't switch Upnify for any other system anymore
Stars A very good tool at a fair price

Become the leader your company needs with Upnify®

A complete and integrated solution for Sales (CRM), Marketing (Engage), Live Chat & AI (Connect) and Recurrent Payments (Subscribe).

Upnify Suite
Aplications
Stars
Upnify Suite
Aplications
Stars
actionCOACH
Vivo
Marriott
Axa
Sadasi
Etbsa
actionCOACH
Vivo
Marriott
Axa
Sadasi
Etbsa
actionCOACH
Vivo
Marriott
Axa
Sadasi
Etbsa
actionCOACH
Vivo
Marriott
Axa
Sadasi
Etbsa
actionCOACH
Vivo
Marriott
Axa
Sadasi
Etbsa
actionCOACH
Vivo
Marriott
Axa
Sadasi
Etbsa
Hombre visitando upnify
Hombre visitando upnify

Automate and Control Your Entire Customer Journey with Upnify®

Upnify® Suite is a set of cloud-based software applications that will help you automate tasks, track interactions, and manage every touchpoint for a seamless experience.

A complete and integrated Solution

CRM
CRM

Streamline leads, fast quoting, integrated communications, and keep a clean database for effective sales management.

Learn about Upnify® CRM See more See more
Engage
Engage

Effortlessly generate leads, customize widgets, and track performance without coding expertise for dynamic marketing.

Learn about Upnify® Engage See more See more
Connect
Connect

Harness the power of omni-channel live chat and AI automation for 24x7 seamless customer engagement.

Learn about Upnify® ConnectSee more See more
subscribe
Subscribe

Recurring charges with payment and collection automation.

Learn more about Upnify® Suite

Upnify® offers a suite of cloud-based business tools including CRM (sales automation), marketing (engagement improvement), communication (omni channel AI chat), and after-sales support.

Enhance your business processes with Upnify®, ensuring quick responses and improved follow-up for increased sales opportunities.

Upnify® applications automate most of the sales processes (such as prospecting or quoting) and facilitate the record of activities that impact the executive's work, saving time and increasing effectiveness.

Upnify® is aimed at companies from various industries with commercial processes that require continuous monitoring. If your company makes any of the following efforts, Upnify® is a good fit for you:

  • You have online campaigns and generate hundreds of leads that you want to measure and control
  • Your salespeople require making continuous follow-up to close deals
  • You have digital channels for sales and/or support
  • You need to make quotations frequently
  • You have a wide customer base with recurring charges
  • You have sales floors (showrooms) and need to record attendance
  • You have a call center and/or make calls that need to be recorded for training or quality purposes

In Upnify® we specialize in serving the following industries:

  • Housing and real estate projects
  • Commercialization of residential, industrial, or commercial lots
  • Banking and financial services
  • Insurance and surety
  • Industrial machinery
  • Printing and printing services
  • Dental, medical, and health services
  • Hotels, events, and conventions
  • Schools, universities, and educational services
  • Advertising services and media
  • Agribusiness and machinery
  • Marketing of industrial services
  • Sale of cars and motorcycles
  • Accounting, legal, and business consulting firms

At Upnify®, we stand out for:

  • Having regional leadership in commercial solutions with 15 years of experience
  • We personally serve companies throughout the Americas and Spain
  • Our continuous innovation is generated as a result of working hand in hand with our clients
  • We have permanent professional services to provide complete solutions
  • We have specialized modules for specific industries
  • Highly competitive, flexible, and transparent pricing
  • Security and high availability with international standards
  • Ability to integrate quickly with other systems at a lower cost
  • Robust infrastructure, serving millions of daily transactions, backed by Amazon Web Services (AWS)

Commercial Operation
  • Receive leads from your website
  • Integrate Facebook, Google, Instagram, and other social networks
  • Create campaigns via email, SMS, and WhatsApp
  • Track the origin of your leads and sales by campaign (UTMs)
  • Generate customized quotes in seconds
  • Send automatic responses via email or WhatsApp
  • Validate prospect information such as mobile phone number
  • Assign leads to your salespeople fairly
  • Electronically invoice with CFDI 4.0 (Mexico)
Control
  • Audit your salespeople's activities
  • Record and audit phone calls
  • Review the real location of follow-ups (geolocated)
  • Control your sales and collection
  • Set activity and sales goals
  • Generate policies for commission allocation
Communication
  • Handle hundreds of messages via WhatsApp
  • WhatsApp with a single number and multiple users
  • Send automatic WhatsApp messages
  • Multi-channel campaigns: WhatsApp, SMS, and email
  • Templates for standardized responses
  • Artificial Intelligence for template generation
Automation
  • Send campaigns automatically
  • Trigger automatic actions according to the customer or prospect's phase
  • Respond to contacts that come from your digital campaigns
  • Distribute contacts to your salespeople with rules
  • Rest API and WebHooks for integrations with your own systems
  • Integrations with more than 1,000 tools via Zapier / Make
Information and reports
  • Customizable dashboard
  • Configurable reports
    • Over 30 reports
    • Sales made by user, group, origin, and other criteria
    • New sales vs. recurring sales
    • Sales by most relevant products
    • Sales compared against other periods
    • Sales funnel
  • Activity reports: Follow-ups, quotations, visits, calls, emails, WhatsApps, etc.
  • Discarded opportunities and prospects
  • Sales estimation based on real opportunities
  • Results of digital marketing campaigns

What our customers say about Upnify®

Man visiting upnify

Unlock the potential of your business

Request a call from one of our consultants and discover how to elevate the potential of your business today.

Man visiting upnify

Stay Ahead with Our Innovative Solutions

Upnify® Suite is integrated with the most advanced artificial intelligence providers, allowing you to save time and refine the automation of day-to-day operations in your business.

Additionally, we have an open API and integrations with Zapier® and Make®, which allow you to connect with over 10,000 applications with just a few clicks. It doesn't get any easier than that!