Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.
Description
Upnify is a customer relationship management system crafted by business professionals specifically for the global market. It enables users to efficiently follow up on leads, creating additional opportunities that can lead to increased sales for their businesses. By simplifying tasks that influence executive performance, Upnify helps save time while boosting productivity. Elevate your management capabilities with Upnify, which standardizes the stages of your sales process, allowing you to leave a positive impression on potential clients. A well-organized database is essential for any thriving commercial entity, as it holds crucial information that can yield significant financial returns when utilized effectively. In addition to having a structured database to manage clients, it is vital to employ a CRM system that streamlines the oversight of this database and customer relationships, ensuring that all commercial activities are efficiently recorded and managed. With Upnify, you can transform your approach to customer interaction and drive your business growth forward.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Microsoft Outlook
Yes
C#
No
Facebook
No
Gmail
No
Google Cloud Platform
Yes
HTML
No
Mailchimp
No
PHP
No
WordPress
No
Integrations
Microsoft Outlook
Yes
C#
Yes
Facebook
Yes
Gmail
Yes
Google Cloud Platform
No
HTML
Yes
Mailchimp
Yes
PHP
Yes
WordPress
Yes
Pricing Details
£25 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$14 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Optimiser
Founded
2020
Country
United Kingdom
Website
www.optimiser.com
Vendor Details
Company Name
Upnify
Founded
2010
Country
Mexico
Website
upnify.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Event Management
Attendee Management
Yes
Badge Management
No
Conferences / Conventions
Yes
Exhibit / Vendor Management
Yes
Gamification
No
Room Block Management
Yes
Social Media Promotion
No
Sponsorship Management
Yes
Surveys & Feedback
Yes
Ticketing
Yes
Volunteer Management
Yes
Weddings / Parties
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
No
Drip Campaigns
Yes
Dynamic Content
No
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
No
Website Visitor Tracking
No
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
No
Gantt Charts
No
Idea Management
Yes
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Lead Capture
Business Card / Badge Scanning
No
Dashboard
Yes
Data Extraction
Yes
Lead Distribution
Yes
Lead Notifications
Yes
Lead Nurturing
Yes
Lead Qualification
Yes
Lead Scoring
No
Online Forms
Yes
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
No
Dynamic Content
No
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
No
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes