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What is Uptics?

Elevate the performance of your sales team, whether remote or in-house, with a simple yet effective CRM tailored for small sales groups. There’s no need to deal with intricate formats or perplexing algorithms. Uptics equips your sales representatives with the essential tools they need, allowing them to focus on closing deals rather than wasting time on tasks that don't drive their success. You can establish unlimited deal pipelines to efficiently organize your diverse product lines, territories, and renewal processes—your possibilities are virtually endless. Maintain detailed records of every prospect to guarantee that no vital selling point is missed. Our SmartList feature effortlessly categorizes your lists, simplifying organization and minimizing extra workload. Moreover, tracking your past communications is made easy with our extensive contact history and note-taking features, which help you stay updated on your interactions. This efficient system not only boosts productivity but also builds more meaningful client relationships, ultimately leading to greater sales success. By investing in Uptics, you are taking a significant step towards optimizing your sales operations.

What is Canvass?

Sales representatives and managers can gain profound insights from the very first customer interaction through to installation with Canvass, which removes the necessity for sales reps to frequently check the CRM while ensuring that both sales reps and managers are fully informed about deal progress and key metrics that boost their sales team's efficiency. Coach functions as a mobile platform designed for sales training and team collaboration, keeping remote teams engaged and effective through decentralized communication and training initiatives. Moreover, Compete serves as a competitive sales platform that facilitates various sales competitions, including individual challenges, team contests, and large-scale company-wide events such as round robins and battle royales. Given that your team invests substantial effort in acquiring and retaining customers, it is crucial that the tools you use are equally proactive. With Canvass, you obtain a thorough understanding of all facets of your sales efforts, allowing you to make well-informed decisions and promote accountability within your sales team while simplifying processes for better efficiency. Ultimately, these tools enable sales teams to optimize their performance and achieve improved results in their goals, leading to a more dynamic and successful sales environment. By leveraging these innovative solutions, your sales strategy can transform, leading to greater engagement and motivation among team members.

Media

Media

Integrations Supported

Zapier
AOL Mail
Acculynx
Acuity Scheduling
Facebook
Gmail
HubSpot CRM
Intercom
Mailchimp
Microsoft 365
Microsoft Outlook
Pipedrive
Podio
Salesforce
Slack
Stripe
Yahoo! Mail
Zendesk
Zoho CRM
Zoom

Integrations Supported

Zapier
AOL Mail
Acculynx
Acuity Scheduling
Facebook
Gmail
HubSpot CRM
Intercom
Mailchimp
Microsoft 365
Microsoft Outlook
Pipedrive
Podio
Salesforce
Slack
Stripe
Yahoo! Mail
Zendesk
Zoho CRM
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$ 99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Uptics

Date Founded

2020

Company Location

United States

Company Website

uptics.io

Company Facts

Organization Name

Canvass

Date Founded

2018

Company Location

United States

Company Website

www.canvass.com

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

Email Verification

Bulk Email Verification
Catch-all Server Detection
Disposable Email Detection
Domain Check
Mail Server Validation
Single Email Verification
Spam Trap Detection
Syntax Check

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

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