AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

List of Upnify CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Comsa Seguridad Integral Automotive 37 $3M Mexico Upnify Upnify CRM CRM 2020 n/a
In 2020, Comsa Seguridad Integral implemented Upnify CRM. The deployment uses Upnify CRM on their website to capture leads and manage customer interactions, aligning with the Apps Category CRM. Comsa Seguridad Integral is an Automotive company based in Mexico with 37 employees, and the implementation is focused on centralizing customer records and inbound web leads into a single CRM instance. The implementation centers on standard CRM capabilities, including contact and lead management, sales pipeline tracking, activity and task management, and web lead capture that feeds directly into Upnify CRM. Operational coverage is primarily Sales and Customer Service, with configuration of lead routing and notification workflows to support day to day account management and follow up. Governance is oriented around a centralized contact database, role based access to records, and defined workflows for lead qualification and case handling to ensure consistent handling of website generated opportunities.
Flusell Oil, Gas and Chemicals 25 $2M Mexico Upnify Upnify CRM CRM 2020 n/a
In 2020, Flusell implemented Upnify CRM with a deployment embedded on its public website to capture inbound leads. Flusell, an Oil, Gas and Chemicals company based in Mexico with 25 employees, uses Upnify CRM as its primary CRM for customer and sales recordkeeping. The Upnify CRM configuration centers on contact and lead management, web-to-lead capture, opportunity and sales pipeline tracking, activity logging, and reporting dashboards. Functional modules enabled include lead assignment rules, opportunity stage workflows, email templates, task automation, and standard sales pipeline management to support repetitive outreach and opportunity progression within the CRM. Operational coverage prioritizes sales and customer service teams, with the website integration directing prospect inquiries into the Upnify CRM instance and triggering internal assignment workflows. Governance is applied through role-based access and user profiles, and the rollout focused on centralizing customer records and sales activity in Upnify CRM to provide a single system of record for customer-facing operations.
Limnovaxion Construction and Real Estate 45 $2M Mexico Upnify Upnify CRM CRM 2021 n/a
In 2021, Limnovaxion implemented Upnify CRM as its CRM solution and deployed it to capture leads directly from its public website. The deployment reflects a cloud-hosted SaaS usage pattern of Upnify CRM with embedded web forms and web-to-lead capture feeding a centralized contact database on the site. Configuration focused on core CRM functional modules including contact and lead management, sales pipeline management, task automation, and basic email activity tracking to support small sales and customer-facing operations. Governance centered on a single source of truth for contacts with role-based access and administrative configuration, enabling sales and operations teams to manage workflow states and pipeline hygiene within Upnify CRM.
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