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What is Upnify CRM?

Upnify is a customer relationship management platform designed by industry experts with a focus on the global marketplace. This system allows users to effectively manage leads, generating new opportunities that can enhance their sales performance. By automating tasks that impact executive productivity, Upnify conserves valuable time while maximizing efficiency. Improve your management capabilities with Upnify, which standardizes each step of the sales process to create a lasting impression on prospective clients. An organized database is crucial for any successful business, as it contains vital information that can lead to substantial profits when leveraged appropriately. Moreover, having a well-structured database is just as important as utilizing a CRM system that enhances the management of customer relationships and data, ensuring all business activities are tracked systematically. Upnify empowers you to revolutionize your customer engagement strategy, thereby propelling your business toward growth and success. With its user-friendly interface and comprehensive features, Upnify makes it easier than ever to nurture client relationships and drive your company’s performance to new heights.

What is Pimex?

Effortlessly draw in, organize, engage, and secure new clients with Pimex, which streamlines the process of acquiring, monitoring, and analyzing your digital marketing performance. Pimex empowers you to effectively oversee your client relationships, allowing you to leverage your marketing and sales efforts for meaningful results. Uncover how our platform integrates seamlessly with your business needs, making Pimex the ideal solution for achieving your objectives. Enhance your operations by utilizing centralized data, providing you with crucial insights that support informed decision-making. Whether your marketing strategies are organic or paid, you can pinpoint where your brand gains exposure and where potential customers are willing to share their information, significantly reducing the risk of losing valuable leads. It’s essential to ensure that your prospects feel appreciated and recognized, to prevent them from feeling ignored. Bring together your Marketing, Sales, and Customer Service teams, fostering collaboration toward a unified goal. Move beyond just tracking clicks and CTR; concentrate on comprehending the results that genuinely propel your business forward, fostering greater success and expansion. By synchronizing your teams, you cultivate a unified strategy that enhances your likelihood of achieving outstanding results. This holistic approach not only streamlines processes but also strengthens client relationships, paving the way for sustained growth and prosperity.

Media

Media

Integrations Supported

Facebook
Mailchimp
ActiveCampaign
C#
Gmail
Google Forms
HTML
Insightly
Microsoft Outlook
PHP
Slack
SurveyMonkey
SurveyMonkey Enterprise
WordPress
Zoho CRM

Integrations Supported

Facebook
Mailchimp
ActiveCampaign
C#
Gmail
Google Forms
HTML
Insightly
Microsoft Outlook
PHP
Slack
SurveyMonkey
SurveyMonkey Enterprise
WordPress
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$14 per user per month
Free Trial Offered?
Free Version

Pricing Information

$29 per board per month
Free Trial Offered?
Free Version

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

Upnify

Date Founded

2010

Company Location

Mexico

Company Website

upnify.com

Company Facts

Organization Name

Pimex

Date Founded

2016

Company Location

Colombia

Company Website

es.pimex.co

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

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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