This review was last updated
This CRM Review examines Upswing CRM.
In-Depth CRM Review
51 MacDougal Street
New York, NY 10012-2921
CRM Category: Field Sales Support – Cloud
Vertical Solution: 523920 – Financial Services
Seats: Small/Medium Business
About the Company:
Upswing is based in New York City and our product is located at the intersection of a new generation of on-demand CRM and Enterprise 2.0 and the world of financial advisors. The company was founded by serial entrepreneurs with previous experience in internet ventures, financial services, and enterprise software.
The company’s focus has been developing the financial industry’s most advanced web-based customer relationship management software tailored specifically to the needs of financial advisors. With Upswing CRM, financial advisor business teams can collaborate and keep track of people, companies, tasks, files, calendars, projects and deals across disparate locations. It’s easy to use and delivers powerful productivity to get things done for financial advisors firms and broker-dealers of all sizes.
About the Product:
Upswing CRM for Financial Advisors is tailor-made for financial advisors, planners and consultants. We research the market, listen to requests from advisors, and design and develop this intuitive, hyper-efficient, on-demand application to help financial advisors do what they do best: advise.
Current features in Version 2.0
- Contact management
- Color coding for contacts (clients, prospects, etc.)
- Photo upload capabilities
- Contacts by referral widget / graph
- Household / company management
- Multi-user task management
- Calendar management
- Create multiple calendars (for a team)
- Microsoft mail merge
- Opportunities management
- Opportunity auto-generation
- Albridge integration
- MoneyGuidePro integration
- LaserApp integration
- Quik! Forms integration
- Advanced custom reporting and analytics
- Workflow automation
- Daily agenda via email
- Custom brand name on the interface
- Tab customizaton
- Field customization across all modules
- Layout customization
- Drag-and-drop functionality system wide (widgets, calendar, etc.)
- Permissions security system-wide
- Import utility (ACT, Outlook, Goldmine, etc.)
- Project management (marketing campaigns, event plannning, etc.)
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Upswing CRM:
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