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Upnify

Suite of applications to make the commercial process transparent and controlled.

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Upnify is a business software suite that brings sales, lead generation, conversations, and operational workflows into one system. It is organized around four products that can be purchased individually or together as the MAX package: CRM, Engage, Connect, and Flow. The suite addresses the need to manage sales pipelines, capture leads, centralize multichannel communication, and automate internal processes without relying on separate tools.

The CRM module covers sales pipeline management, follow-up automation, quotes, reports, calendar, tasks, and reminders, with a mobile app available. Engage provides lead capture widgets, campaigns, event registration, and no-code contact experiences. Connect centralizes conversations across WhatsApp, Telegram, Instagram, Facebook, and web chat, with agent distribution and an AI knowledge base. Flow handles process automation, task management, workflow monitoring, SLA escalation, and external communication through WhatsApp. Integrations and AI features are available across all four products.

Upnify is intended for sales, marketing, operations, and service teams. CRM is priced per user on an annual basis, while Engage, Connect, and Flow are prepaid volume products billed by activations, conversations, and tasks respectively. The MAX package combines all four products in a single purchase. A free trial and demo are available depending on the product.

12 alternatives to Upnify

Ranked by how well each tool replaces Upnify: shared features, audience, price and popularity.

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  3. Pipeline-first CRM for small sales teams

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  4. The revenue engine for fast-growing businesses.

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  6. CRM platform for consultative B2B sales teams

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  7. Business management software suite for small and medium businesses

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  8. Communication, collaboration, and CRM all-in-one

    Covers 1 of 15 key features, has a free plan and starts cheaper.

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  9. WhatsApp automation platform with chatbots and CRM for business communication

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  10. AI-powered CRM from Freshworks

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  11. Sales pipeline software you can run in plain English

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    59 out of 100 match$25/mo
  12. CRM built around one Next Action per contact, presented as a daily to-do list.

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