Name: Upnify CRM
Author: Upnify LLC

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

School Management

Education

Business Intelligence (BI)

Calibration Management

Collaboration

Enterprise Search

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Research

Financial Risk Management

Hedge Fund

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employer of Record (EOR)

HR Management

International Payroll

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Density-Optimized Servers

Fraud Detection

Hosted Virtual Desktop

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Metadata Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

Product Implementation Services

Test Management

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Data Loss Prevention

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security Information and Event Management (SIEM)

Security

Awards Management

Car Rental

Construction Accounting

Legal Research

Retail Execution

Vertical-Specific

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SalesUp! CRM is a customer relationship management solution offered by Upnify LLC. According to the vendor, it is designed to streamline sales processes and enhance customer interactions for businesses of all sizes. The software is said to provide tools for tracking marketing performance, integrating with platforms like Facebook and WordPress, sending mass emails, and automating campaigns. SalesUp! CRM aims to improve sales efficiency by allowing users to track leads, utilize email and messaging templates, set reminders and appointments, and generate quotes quickly. The software also offers features for effective team management, including activity control, execution reports, information traceability, and communication automation. SalesUp! CRM is designed to integrate with other systems used within a company's sales process, optimizing workflow and enhancing efficiency. 

Key Features:

- Marketing Organization: SalesUp! CRM offers tools for tracking marketing performance, integrating with platforms like Facebook and WordPress, sending mass emails, and automating campaigns.

- Efficient Sales Processes: Users can track leads, utilize email and messaging templates, set reminders and appointments, and generate quotes quickly.

- Effective Management: The software allows for activity control, execution reports, information traceability, and communication automation.

- Integrated Sales Process: SalesUp! CRM integrates with other systems used within a company, facilitating process management and improving efficiency.

- Streamlined Operations: Users can generate personalized quotes, emails, and messages quickly. The intuitive quote generator allows for easy price and tax calculations, while customizable templates enable users to create professional-looking quotes. PDF files can be generated with a single click for easy sharing via email.

- Improved Service and Follow-up: Users can track and schedule important tasks and activities, access comprehensive prospect profiles with detailed and relevant information, and record relevant comments during calls for a detailed record of interactions.

- Control and Efficiency in Marketing of Business Services: The software allows for monitoring calls, emails, messages, and progress towards established goals. Users can set specific goals and objectives, define scorecard goals to evaluate team progress, assign permissions and restrictions to ensure controlled access to information, and segment contacts using custom labels for organization and classification.

- Convert Occasional Donations into Monthly Recurring Donors: SalesUp! CRM allows donors to authorize recurring charges to their bank cards. Users can register recurring donors through QR code scanning or card registration, converting occasional donors into monthly recurring donors.

- Sales Dictionary: SalesUp! CRM provides a comprehensive dictionary of sales terms, allowing users to utilize professional sales concepts effectively.

- Marketing Dictionary: In addition to the sales dictionary, SalesUp! CRM also includes a dictionary of marketing terms to help users understand and use key concepts in their marketing strategies.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Upnify CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Upnify LLC

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Upnify CRM
Formerly SalesUp! CRM

Overview

What is Upnify CRM?