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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 Ocasta Engage?

Ocasta Engage is an innovative app tailored for frontline sales teams, aimed at equipping customer-facing personnel with the essential skills and insights required to provide outstanding sales and customer service consistently. By prioritizing impactful sales communication, the app empowers your salesforce to navigate the complexities of customer interactions and connect with clients in a more meaningful way. With its array of tools and features designed to enhance communication efficiency, Ocasta Engage guarantees that your team can articulate their messages with clarity and conviction, resulting in improved sales outcomes and customer satisfaction. This effective approach not only enhances individual performance but also fosters a culture of excellence within your organization.

Media

Media

Integrations Supported

Slack
AOL Mail
Facebook
Gmail
Google Sheets
Intercom
Microsoft 365
Microsoft Outlook
Stripe
Workplace from Meta
Yahoo! Mail
Zapier
Zoom

Integrations Supported

Slack
AOL Mail
Facebook
Gmail
Google Sheets
Intercom
Microsoft 365
Microsoft Outlook
Stripe
Workplace from Meta
Yahoo! Mail
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$ 99 per month
Free Trial Offered?
Free Version

Pricing Information

$500 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

Uptics

Date Founded

2020

Company Location

United States

Company Website

uptics.io

Company Facts

Organization Name

Ocasta

Date Founded

2011

Company Location

United Kingdom

Company Website

ocastaengage.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

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Compliance Training

Multiple Locations / Departments
Online / Self-Paced
Anti-Bribery Training
Certification Management
Conflicts of Interest Training
Content Builder
Customer Service Standards
Customizable Branding
Diversity Training
Fair Disclosure
Federal / State Regulation Compliance
Gamification
Harassment / Discrimination Training
Industry-Specific Courses
Instructor-Led Training
Interactive Quizzes
Progress Tracking
Reporting / Analytics
Role-Specific Versions
Security / Privacy Training
Text / Email Reminders
Workplace Safety

Employee Communication Tools

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Employee Recognition

Goals
Leaderboards / Activity Tracking
Manager-to-Peer Recognition
Mention Management
Nominations
Peer-to-Peer Recognition
Performance Management
Rewards Catalog
Rewards Points
Social Recognition
eCards

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Learning Experience Platforms

Built-in Course Authoring
Content Sharing
Employee Portal
Gamification
Microlearning
Mobile Learning
Multi-User Collaboration
Recommendations
Reporting/Analytics
Self-Service Content Curation
Social Learning
Third Party Course Library

Microlearning

Adaptive Learning
Asynchronous Learning
Built-In Course Authoring
Content Library
Evaluation Management
Gamification
Leaderboards
Progress Tracking
Quizzes
Rewards Management

Mobile Learning

Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Certification Management
Content Management
Corporate / Business
Employee Training
Engagement Monitoring
Gamification
Media Management
Skills Tracking
Social Learning
Student Portal
Synchronous Learning
Testing / Assessments
Training Companies
Video Conferencing
Virtual Classroom
eCommerce

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

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

Training

Academic / Education
Asynchronous Learning
Blended Learning
Built-In Course Authoring
Built-in LMS
Certification Management
Corporate / Business
Learner Portal
Mobile Learning
Simulation
Synchronous Learning
Training Companies
eCommerce

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