--- title: UPNIFY CRM Reviews meta_title: 'UPNIFY CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how UPNIFY CRM works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 4 scale: '5' date_modified: '2025-12-16' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # UPNIFY CRM Reviews **Vendor:** UPNIFY **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 4 ## About UPNIFY CRM 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. ## UPNIFY CRM Reviews ### 1. A simple but functional CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Pedro N. | COORDINADOR DE SERVICIO AL CLIENTE Y EJECUTIVO DE CUENTA, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **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. **What do you dislike about UPNIFY CRM?** You have limitations because there are many functions it doesn't have compared to other CRMs. **What problems is UPNIFY CRM solving and how is that benefiting you?** It helps you manage the contacts of the sales areas, see the progress of the sales force, and in this way have control of the team. ### 2. Gret tool for saving time at your processes **Rating:** 4.5/5.0 stars **Reviewed by:** Priscilla C. | HR Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2024 **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. **What do you dislike about UPNIFY CRM?** Some features had a non-friendly design for the users. **What problems is UPNIFY CRM solving and how is that benefiting you?** I was having a great volume of candidates (contacts) so Upnify helped me communicate in time with the via email or WhatsApp ### 3. cheap and very efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Argennis B. | Lider de marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2022 **What do you like best about UPNIFY CRM?** Everything is on the cloud, the reports are so easy to generate **What do you dislike about UPNIFY CRM?** Maybe the attention when tried to find someone for capacitation at first **What problems is UPNIFY CRM solving and how is that benefiting you?** we had been able to reporting quickly and always confident about our information was on the cloud ### 4. Efficiency in symplicity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Import and Export | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2017 **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. **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. **What problems is UPNIFY CRM solving and how is that benefiting you?** Commision and margin forecast and inter company integration. - [View UPNIFY CRM pricing details and edition comparison](https://www.g2.com/products/upnify-crm/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+08%3A35%3A33+-0500&secure%5Bsession_id%5D=704fdb69-0422-48bc-adf5-ffdd8d5d7591&secure%5Btoken%5D=b00b98c227c6e8ef705a07617ae59af8b3c08f0dcf71f442fe1a63a28bf0d9ff&format=llm_user) ## UPNIFY CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top UPNIFY CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,686 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews)