The CRM Solution That Works For Everyone.

The Best Part? We Set EVERYTHING Up For You!

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The Tools You Need To Succeed

There’s no other software that even comes close! Talk to them via Text, Email, Call, Voicemail Drops and even Messenger / Instagram Direct Messages! We replace over a dozen different pieces of software, so the days of gluing automation together are over. We’ve made switching from your old CRM to Upsurge simple.

Marketing Automation

Automate marketing campaigns, such as email newsletters, social media posts, and targeted advertisements

Sales Pipeline Management

Track the progress of leads through the sales pipeline, from initial contact to closing the deal

Lead management

Manage leads, including capturing, tracking, and qualifying leads from various sources

Analytics and Reporting

Track and analyze marketing campaign performance, including open rates, click-through rates, conversion rates, and ROI.

Capture & Convert Leads into Clients

Every business needs leads AND a system to convert them into clients. At Upsurge CRM we make it easy to connect all your lead sources directly to our platform. This will give you one central place to manage your pipeline regardless of the source.
Once the leads hit our platform you can automatically assign them to the correct person in your organization.
  • Lead Distribution Rules
  • Round Robin
  • First To Claim
  • Connect The Tools You Love

    Whether it’s integrating with email marketing platforms, accounting software, or social media management tools, the possibilities are endless. Improve efficiency, reduce manual tasks, and gain deeper insights into their customer behavior with seamless integration between apps.

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    formula

    Our Formula For Business Growth

    The Upsurge CRM formula is a sales-focused approach that emphasizes quickly converting potential customers into paying customers and then nurturing the relationship to drive long-term growth and success. By creating a seamless and personalized experience for paying customers, businesses can improve customer satisfaction and loyalty, ultimately driving repeat business and increasing revenue over time.

    01

    Engage

    Targeted advertising campaigns, special promotions, or other incentives that grab the audience's attention and motivate them to take action

    02

    Convert

    Streamline the checkout process, offering multiple payment options, and providing excellent customer service to ensure a smooth and seamless buying experience

    03

    Nurture

    Loyalty programs, personalized recommendations, and follow-up communications that help to build trust and strengthen the relationship over time

    “We Grew Our Entire Lead Flow Over 500% within months of using the Upsurge CRM!”

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    Choose the Plan that Fits Your Business Needs

    Get a 14-day Free Trial when you choose any of these plans.
    Starter

    STARTER PRO

    Perfect For Beginners

    • Unlimited Contacts
    • Calendars & Booking System
    • Form Builder
    • Google & FB Reviews Manager
    • Social Media Scheduler
    • 24/7 Live Chat & Zoom Support
    • AI Content Generator NEW
    • LeadConnector Mobile App
    • TikTok & Facebook Ads Integration
    • Website & Funnel Builder
    • Website & Funnel Templates
    • Text To Pay
    • Missed Call Text Back
    • SMS Texting Marketing Features
    • Dedicated Phone Number
    • Web Chat
    • One Onboarding Call
    • Payments & Invoice Builder
    • Workflow Automation Builder
    • Email Marketing Features
    • Survey Builder
    • Social Messaging (FB & Instagram)
    • Affiliate / Referral Program Feature
    • Course & Memberships
    • Proposals & Estimates
    • SMART Goals Onboarding
    $97 /month
    Get Instant Access
    24/7 LIVE CHAT SUPPORT
    Elite

    ELITE PLAN

    Unlimited Features

    • Unlimited Contacts
    • Calendars & Booking System
    • Form & Survey Builder
    • Sales & Opportunity Pipelines
    • Google & FB Reviews Manager
    • Social Media Scheduler
    • Google & FB Ads Reporting
    • 24/7 Live Chat & Zoom Support
    • AI Content Generator NEW
    • LeadConnector Mobile App
    • TikTok & Facebook Ads Integration
    • Website & Funnel Builder
    • Website & Funnel Templates
    • Two Onboarding Calls
    • Payments & Invoice Builder
    • Workflow Automation Builder
    • Email Marketing Features
    • Dedicated Phone Number
    • SMS Texting Marketing Features
    • Social Messaging (FB & Instagram)
    • Affiliate / Referral Program Feature
    • Course & Memberships Features
    • Offer Mobile App For Your Courses & Clients
    • SMART Goals Onboarding
    $297 /month
    Get Instant Access
    24/7 LIVE CHAT SUPPORT
    Custom

    GROWTH PLAN

    Dedicated Account Manager

    • Plan Package Options Include
    • Custom Automations Build Out
    • Facebook Ads Setup
    • Website & Funnels Design
    • Done For You Copywriting
    • Done For You Automations
    • Google Pay Per Click
    • Email Marketing Design
    • Slack Support Channel
    • Dedicated Account Manager
    • Zoom Training Calls
    • Staff & Team Training Calls
    • Voice Message Support
    • Migration & Data Assistance
    • Custom API Integrations
    • Dashboard Menu Integrations
    • Priority Troubleshooting
    • Sales Strategy & Positioning
    • Multi Account Discount & Pricing
    • A La Carte Marketing Projects

    Speak With Us For Custom Pricing

    TAILORED TO YOUR NEEDS

    Ready to get started?

    Don’t let valuable leads slip away! Streamline your sales process and close deals faster with Upsurge CRM. Prioritize your sales efforts and stay on top of every interaction with your customers using our powerful automation tools and real-time insights. Take your business to the next level and start your free trial today.