Welcome to Upnify® CRM
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

Optimize, control and elevate your business with Upnify® Suite

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

Upnify Suite
Aplications
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Upnify Suite
Aplications
Stars
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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.

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Engage
Engage

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

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Connect
Connect

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

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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
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What our customers say about Upnify®

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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.

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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!