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What is Upmind?

Upmind is an all-in-one business automation platform specifically designed for subscription-based and service-focused companies, integrating client management, invoicing, and service provisioning into a user-friendly, scalable, and highly adaptable system. The platform centralizes every customer record, transaction, and interaction within a unified dashboard that includes customizable fields, smart filters, and automated workflows that enhance follow-ups while reducing the need for manual tasks. Its automated billing features efficiently handle invoicing, renewals, reminders, and international tax calculations using personalized templates, ensuring prompt payment collection without necessitating direct client outreach. As soon as an order is placed, the service provisioning framework activates, overseeing the activation, suspension, or renewal of services through strong integrations that synchronize billing with operational procedures. With its API-first architecture, Upmind allows access to more than 1,500 RESTful endpoints and webhooks, enabling developers to craft unique automations, create custom interfaces, or integrate external applications effortlessly. This level of adaptability not only streamlines processes but also equips businesses with the tools necessary to evolve their workflows in response to specific requirements effectively. Ultimately, Upmind positions itself as a vital ally for businesses looking to enhance operational efficiency and improve overall service delivery.

What is NeerSoft CRM?

NeerSoft CRM is a cloud-based customer relationship management solution specifically designed for small businesses, agencies, consultants, and service providers. This platform supports teams in managing their contacts, monitoring sales pipelines, tracking transactions, scheduling follow-ups, overseeing renewals, assigning tasks, and generating business reports, all within an intuitive interface. Unlike more complex enterprise CRMs, NeerSoft CRM emphasizes user-friendliness, quick onboarding, and improved productivity, enabling companies to centralize their customer information and move away from cumbersome spreadsheets. Its architecture fosters collaboration and efficiency, making it an essential tool for teams aiming to enhance their workflows. Businesses using NeerSoft CRM can expect to see significant improvements in organization and communication among team members.

Media

Media

Integrations Supported

Brevo
ConnectReseller
Google Calendar
Hunter
Kit
Pabbly Connect
Zapier

Integrations Supported

Brevo
ConnectReseller
Google Calendar
Hunter
Kit
Pabbly Connect
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Version
Free Trial Offered?

Pricing Information

$15/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upmind

Date Founded

2018

Company Location

United Kingdom

Company Website

upmind.com

Company Facts

Organization Name

NeerSoft Techonology

Date Founded

2024

Company Location

India

Company Website

app.neersoft.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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