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UPNIFY CRM Reviews & Product Details

Upnify CRM is a sales system designed by professional salespeople.Through Upnify's automated tools and reports you will be able to accelerate your response speed and strengthen your follow-up patterns, controlling the activities of sales executives such as: follow-ups, calls, visits, videoconferences, quotes, emails, whatsApp, sms, etc. Take control of your sales process and sell more with Unify CRM.

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UPNIFY CRM Community

Overview by

Diego Bañuelos

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G2 reviews are authentic and verified.

PN

Pedro N.

COORDINADOR DE SERVICIO AL CLIENTE Y EJECUTIVO DE CUENTA

Small-Business (50 or fewer emp.)

11/1/2024

"A simple but functional CRM"

4/5

What do you like best about UPNIFY CRM?

It has all the basic tools of a CRM, plus it is very simple and easy to understand. Review collected by and hosted on G2.com.

What do you dislike about UPNIFY CRM?

You have limitations because there are many functions it doesn't have compared to other CRMs. Review collected by and hosted on G2.com.

PC

Priscilla C.

HR Specialist

Small-Business (50 or fewer emp.)

6/12/2024

"Gret tool for saving time at your processes"

4.5/5

What do you like best about UPNIFY CRM?

I actually used Upnify some years ago for some processes in the HR area, and it was a great tool that helped me save time following up my candidates and event current employees. Review collected by and hosted on G2.com.

What do you dislike about UPNIFY CRM?

Some features had a non-friendly design for the users. Review collected by and hosted on G2.com.

AB

Argennis B.

Lider de marketing

Mid-Market (51-1000 emp.)

5/31/2022

"cheap and very efficient"

5/5

What do you like best about UPNIFY CRM?

Everything is on the cloud, the reports are so easy to generate Review collected by and hosted on G2.com.

What do you dislike about UPNIFY CRM?

Maybe the attention when tried to find someone for capacitation at first Review collected by and hosted on G2.com.

AI

Verified User in Import and Export

Mid-Market (51-1000 emp.)

7/19/2017

"Efficiency in simplicity"

5/5

What do you like best about UPNIFY CRM?

The simplicity of the software. It does have lots of customization options but the basic transactions and KPIs are input in such a marvelously easy way. Review collected by and hosted on G2.com.

What do you dislike about UPNIFY CRM?

The software is meant for tangible product selling so intangible products may encounter some difficulties adapting the software to. Review collected by and hosted on G2.com.

There are not enough reviews of UPNIFY CRM for G2 to provide buying insight. Below are some alternatives with more reviews:

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HubSpot Sales Hub

Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity.

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Pipedrive is a web-based sales CRM software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process so they can focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite their sales tasks in one workspace. And with AI-powered features that offer personalized tips, winning and renewing deals has never been easier.

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monday CRM is a dedicated sales platform that enables business owners, sales teams, and RevOps to manage the entire sales cycle from pre- to post-sales — managing all customer data in one centralized place. Capture leads, manage contact communication, automate manual processes, and track every deal status so that no opportunity slips through the cracks. Then, analyze sales processes using real-time data in customizable dashboards. Once a deal is won, all post-sales activities can be managed directly from monday sales CRM. This connects all company stakeholders, like finance, legal, and account managers to all relevant information, to ensure smooth billing, contracting, onboarding, and more. Find these key CRM features available on monday sales CRM: - Mass emails & HTML editor - Shared email inboxes - AI email generator - Funnel chart - Leaderboard - Mobile CRM experience - Deal stages monday sales CRM integrates with most sales apps and tools to ensure work is done as efficiently as possible.

Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

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