What it does
Sales suite formerly known as SalesUp!, combining CRM, quoting, omnichannel chat with AI, post-sale automation, training and ERP modules; marketed as 'Hecho en México'.
Best fit for
Businesses that want an integrated sales, lead capture, conversations, and automation suite.
Watch out for
Public pricing is in USD and several products use prepaid volume packs rather than simple monthly plans.
Confirmed features
Only what the vendor’s own site states. Anything not listed is unconfirmed.
Core features 9/12
- ✓Visual sales pipelineSales pipeline and follow-up are listed in CRM.
- ✓Contact & company managementIt says CRM manages sales and follow-up with user-level control.
- ✓Shared omnichannel inboxConnect centralizes WhatsApp, Instagram, Facebook and web chat.
- ✓Workflow automationFlow automates tasks and operational workflows.
- ✓Quotes / proposalsIt can generate customized quotes in seconds.
- ✓Lead capture formsEngage captures leads from websites with forms and widgets.
- ✓Built-in callingIt can record phone calls for training or quality purposes.
- ✓Sales reports & forecastsCRM includes quotes and sales reports.
- ✓Field sales / route toolsIt mentions geolocated follow-ups and sales floors/showrooms.
Mexico fit 2/6
- ✓CFDI 4.0 invoicingIt says electronic invoicing with CFDI 4.0 (Mexico).
- ✓WhatsApp integrationWhatsApp is used for campaigns, responses, and conversations.
- ✕Prices / billing in MXNPricing shown only in USD on the pricing page.
Platform 2/7
- ✓Web appDescribed as a cloud-based suite and web pricing pages.
- ✓WebhooksThe site has help for using Webhooks with Upnify.
Support 3/7
- ✓Phone supportA phone number is listed on the site.
- ✓Email supportContact email is listed on the site.
- ✓Training / academyThe site offers free trainings and invitations to events.
Security & compliance 2/7
- ✓Roles & permissionsCRM page mentions user-level control.
- ✓SOC 2It says Upnify passed SOC 2 Type II audit.
Plans & pricing
| MAX | USD 35/mo · per user | CRM, Engage, Connect and Flow; billed annually |
|---|---|---|
| Upnify CRM | USD 14/mo · per user | Sales pipeline, quotes, reports, calendar, tasks, reminders |
| Upnify Engage | USD 129 one-time · 10,000 activations | Lead capture widgets, CRM and campaign integration |
| Upnify Connect | USD 119 one-time · 1,000 conversations | WhatsApp, Telegram and web chat |
| Upnify Flow | USD 89 one-time · 200 tasks | Visual workflow monitoring and process stages |
Prices are listed in USD; CRM is annual per-user, other products are prepaid volumes. source ↗
Customers & figures it publishes
TrustPi
“Join over 11,000 thriving businesses”
“Rated 4.9/5”
“Over 4,000 active clients”
“15 years of experience”
As stated on the vendor’s own site; not audited by Sellado.
Reviews
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