SOLUTIONS

UpCRM for Sales Teams

How will UpCRM benefit your sales team and managers?

Message

Follow-up Process

Salespeople use a simple form to log their follow up for each and every prospect they work with. This form is customizable so that your dealership can collect the data that really matters to them on each interaction.

Hot Prospect

Built-in Phone / SMS integration

With UpCRM there’s no need to jumble tasks and communication from multiple devices. Send messages and make phone calls directly from the UpCRM app. Sales users can even send preset text messages.

Hot Prospect

Appointment Calendar

Management can get a birds eye view of all the appointments for the week. Know which sales people are setting appointments. Sales Reps have an easy way to see what times they've scheduled appointments.

Hot Prospect

Permission based Contacts

Hot Prospect

Set specific access control on each contact and/or set specific access of which users can see a specific cohort of contacts. UpCRM's granular access control ensures only the right people are seeing contacts that are entered into the system.

Security

Advanced granular Access Control

Hot Prospect

Each contact or cohort of contacts can have explicitly fine-tuned access control. Specific users can be granted Manager, Editor, or Viewer access on contacts.

Know your outliers with our comparison reports

Hot Prospect

Managers will know exactly who is over achieving and who isn't making the cut. Filter the comparison reports by store or specific salespeople.

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API access to extend the application

Need a feature that UpCRM doesn't provide? No problem, with UpCRM OAuth you can custom build whatever you need with access to your data through the API's that are exposed to your registered OAuth clients.

Hot Prospect

Custom Record Types

With UpCRM you can create specific record types to fit your dealership’s sales process. Adjust the Form layout as needed, embed forms within parent forms. UpCRM ships with best in class data modeling tools to ensure that you are capturing exactly the data that your dealership uses.

Hot Prospect

UpCRM priced your way

(Pricing is per seat, per month)

Compare packages

Elite

For dealers that only want the CRM without UpTape.

$149 /month
  • Includes everything from Professional
  • Integration with an existing CRM
  • One-time setup fee to setup integration with your CRM
  • Manage Flags for sub-optimal behavior
  • Add CRM contacts from Up Tape
  • Premium Support
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Enterprise + UpTape

Best for dealers that want seamless inegration with their CRM

$199 /month
  • Up Tape + Up CRM bundle
  • Includes semi-annual on-site training for all of your dealerships
  • Complete isolation of resources in our cloud
  • Quarterly consulting calls with our trainers
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Enterprise + UpTape

Best for dealers that want seamless inegration with their CRM

$299 /month
  • Includes Enterprise + UpTape
  • Availability of hosting in your own private cloud
  • Complete isolation of all data and resources in private cloud
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