OUR POWERFUL FEATURES

CRM and Lead Management

A fully customized CRM for your specific business or industry with a robust sales pipeline created for you and your sales cycle. Easily view and manage all your leads from a single screen that quickly shows you where each lead is in your overall sales process. You can even set up automation triggers based on time delays, pipeline status' and custom tags.

Automated SMS and Email workflows

Simply plug in your own company details with our pre-built and proven SMS/email workflows and templates.

Make changes and fine tune your marketing with our full control accessibility features.

Websites and Funnels

Build, host, and customize all in one place!

Create remarkable websites with advanced funnels to increase conversion and average order size.

Inbound & Outbound Calling

Select a number and start dialing contacts and leads directly from inside the CRM or mobile app. Manage all your call stats in easy to read dashboards, route incoming calls, get notified immediately of any missed calls, and listen to previous call recordings. When we said you can do everything your business needs to do in one place, we meant it.

Mobile App

Manage your business on the go.

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Lead Management

You can capture leads from multiple channels such as calls, SMS, and email and easily follow up with them. This feature also allows you to manage smart lists based on specific criteria, such as demographics or behavior, which help you segment your leads and tailor your communication accordingly.

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Conversations

Enables you to seamlessly communicate with your potential and existing customers across multiple channels from a single platform. You can manage conversations from leads on Google My Business, Facebook, Instagram, Messages, and Email, all in one place.

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Appointments

With Appointments, you can easily schedule meetings with leads, set availability, and block off time for personal tasks or vacation days

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Invoicing


With Invoicing, you can easily create and send professional invoices to your clients, and keep track of their payment status. This feature allows you to view and manage invoices that are paid, due, or overdue, giving you a clear picture of your business's financial health

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Reputation Management

With Reputation Management, you can view reviews from Facebook and Google in one place, request new reviews, and respond to existing ones. This feature also allows you to see your average rating and sentiment, giving you a clear understanding of how your customers perceive your business

Reach out to discuss HOW OUR FEATURES WILL HELP YOU!

  • +1 833-938-3228

  • cs@upsurgecrmpros.com


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