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Upnify CRM

Web-based customer relationship management (CRM) solution

Table of Contents

Is this product right for your business?

Find out with a

Upnify CRM - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Upnify CRM overview

What is Upnify CRM?

Upnify CRM is a customer relationship management solution that allows business owners to keep track of their contacts, maximize business opportunities, and make their conversations more productive. The software supports managers in all phases of the sales process, from the beginning to the end.

Upnify CRM is in different languages and allows companies to create a unique experience for their customers, providing a high quality product that will allow you to stay ahead of your competitors. Upnify's access to information helps users increase sales and generate new opportunities, standardizing phases of commercial processes and making a successful impression on your prospects.

Starting price

17per user /
per month

Alternatives

with better value for money

Upnify CRM’s user interface

Ease of use rating:

4.8

(64)

Upnify CRM reviews

Overall rating

4.8

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.98/10

Rating distribution

Who uses Upnify CRM?

Based on 64 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Construction

Real Estate

Hospitality

Information Technology and Services

Others

Use cases

CRM

Business Management

Online CRM

Email Marketing

Upnify CRM's key features

Most critical features, based on insights from Upnify CRM users:

Lead management

4.8

(49)

Segmentation

5.0

(1)

Sales analytics

3.0

(1)

Campaign analytics

(0)

All Upnify CRM features

Features rating:

4.7

(64)

Access controls/permissions

4.0

(1)

Account alerts

(0)

Account Management

(0)

Activity dashboard

5.0

(2)

Activity tracking

4.5

(2)

Alerts/Notifications

4.4

(7)

API

3.0

(1)

Appointment management

4.0

(2)

Appointment scheduling

(0)

Autoresponders

(0)

Calendar management

5.0

(2)

Calendar/Reminder system

4.9

(7)

Calendar sync

4.2

(9)

Campaign analytics

(0)

Campaign management

4.0

(1)

Campaign scheduling

(0)

Campaign segmentation

(0)

Campaign tracking

(0)

Client management

4.0

(1)

Client/Property matching

(0)

Cohort analysis

(0)

Communication management

(0)

Contact database

4.8

(48)

Contact management

4.8

(51)

Conversion tracking

(0)

CRM

4.6

(5)

Customer database

4.7

(6)

Customer engagement

(0)

Customer history

(0)

Customer management

(0)

Customer segmentation

4.0

(1)

Customizable branding

4.0

(1)

Customizable fields

4.0

(2)

Customizable forms

(0)

Customizable templates

4.0

(1)

Customization

(0)

Dashboard

(0)

Dashboard creation

(0)

Data extraction

(0)

Data import/export

4.2

(6)

Data visualization

(0)

Document storage

(0)

Email campaign management

3.5

(2)

Email management

4.3

(19)

Email marketing

4.3

(3)

Email templates

4.5

(4)

Email tracking

(0)

Event triggered actions

(0)

Forecasting

(0)

For real estate

(0)

For sales teams/organizations

(0)

For small businesses

(0)

Funnel analysis

(0)

Image library

(0)

Inbox management

3.5

(2)

Interaction tracking

5.0

(2)

Lead capture

4.8

(44)

Lead distribution

(0)

Lead generation

(0)

Lead management

4.8

(49)

Lead notifications

(0)

Lead nurturing

(0)

Lead qualification

4.0

(1)

Lead segmentation

(0)

Lead verification/validation

(0)

List management

(0)

Live chat

3.0

(2)

Marketing automation

4.5

(23)

Mobile access

(0)

Mobile app

(0)

Monitoring

(0)

Multi-Campaign

(0)

Multi-Channel communication

5.0

(2)

Multi-Language

(0)

Onboarding

(0)

Online forms

(0)

Opportunity management

(0)

Performance metrics

4.0

(2)

Personalization

(0)

Pipeline management

4.6

(28)

Pipeline reports

(0)

Process/Workflow automation

(0)

Prospecting tools

(0)

Quotes/Estimates

3.0

(1)

Real-Time analytics

(0)

Real-Time data

(0)

Real-Time monitoring

(0)

Real-Time notifications

(0)

Real-Time reporting

4.3

(3)

Referral tracking

(0)

Reminders

4.5

(2)

Reporting/Analytics

4.4

(38)

Reporting & statistics

3.9

(8)

Role-Based permissions

(0)

Sales analytics

3.0

(1)

Sales automation

(0)

Sales forecasting

(0)

Sales reports

(0)

Sales trend analysis

(0)

Scheduling

(0)

Search/Filter

(0)

Segmentation

5.0

(1)

Site Search Tracking

(0)

SMS messaging

(0)

Source Tracking

(0)

Subscriber management

(0)

Task management

4.6

(32)

Template management

4.0

(1)

Territory management

(0)

Third-Party integrations

4.1

(7)

Usage tracking/analytics

(0)

User interaction tracking

(0)

Video support

(0)

Visitor tracking

(0)

Web forms

(0)

Website visitor tracking

2.0

(1)

Widgets

(0)

Win/Loss analysis

(0)

Upnify CRM alternatives

Upnify CRM

4.8

(64)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.7

Customer Support

4.7

Salesforce Sales Cloud

4.4

(18.7K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.4

Value for Money

4.1

Customer Support

4.1

HubSpot CRM

4.5

(4.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.3

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

Upnify CRM pricing

Value for money rating:

4.7

(64)

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Upnify CRM price and value

Value for money rating:

4.7

(64)

Upnify CRM integrations (6)

Integrations rated by users

We looked at 64 user reviews to identify which products are mentioned as Upnify CRM integrations and how users feel about them.

WordPress

Integration rating: 4.6 (5)

Facebook Business Suite

Integration rating: 4.3 (3)

“The XRoad Studio integration with "Facebook Business Suite" is important because it eliminates the manual "download-and-upload" cycle & lets users design, edit, and publish content directly to Facebook and Instagram from one place.”

“Cross platform integrations allow a user to manage and share content between the two in effortless ways.”