1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Lead Management Software

/

Upland Altify

Overview

Upland Altify 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if Upland Altify is right for your organization?

Our Lead Management Software selection experts can help you in 15 minutes or less.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Upland Altify
Upland Altify
4.5
(2)

Pricing

Starting at $20.00 per month

About Upland Altify

Upland Altify helps businesses generate value and grow revenue.

Upland Altify provides Account Planning software for sales optimization. We combine innovative technology with expert strategy and methodology for account planning, opportunity management and relationship mapping. Built natively on the Salesforce platform, Altify guides sellers with contextual actions, insights, and best practices right within Salesforce. We help customers grow revenue in key accounts and win the deals that matter.

With Upland Altify's Sales Process Manager, sellers have faster, more predictable sales cycles. Sales Process Manager guides sellers to follow a structured sales process to unlock sales cycles that beat targets and quotas. Map an effective, repeatable sales process to your customer's buying cycle, track deal progress, and identify risks. Sales Process Manager gives sales managers a comprehensive view of their pipeline with TeamView.

Know relationships, know sales with Upland Altify's Relationship Map. Uncover hidden influence, connect with the people that matter, and increase win rates. Build pipeline with Relationship Maps and forge a deeper understanding of key decision-makers. Relati...

onships are unseen undercurrent that influences every deal, and success means knowing the key players and where they stand. Draw color-coded lines to quickly layout supporters and detractors and keep track of which key platers have the power to influence outcomes. Upland Altify's Opportunity Manager guides sellers to focus on the elements of their opportunities that drive success to deliver win-win outcomes. Deliver the best outcomes for your company and your customers and say no to the wrong types of opportunities and yes to the ones you can win. Coach sellers in real-time, collaborate across the entire revenue team, and pursue the opportunities you can win. Deliver win-win outcomes by aligning with customers' business challenges, gaining executive credibility, and finding unique business values and solution fit. Upland Altify's Account Manager is account planning software that turns sales teams into sales wizards. Increase pipeline and grow revenues with a deeper understanding of your key accounts. Account Manager identifies new opportunities and aligns the entire revenue team around actionable, trackable account plans. Align strategy with buyer motivation with Insight Maps, which allows teams to visualize accounts' needs and understand motivations and challenges. Stay ahead of customers' goals and the pressures impacting them. Upland Altify's Sales Reference Manager is a Salesforce native reference software built by sales experts for B2B sellers. Strengthen trust and win deals faster with peer-to-peer sales reference calls. Get relevant sales reference accounts recommended directly on Salesforce opportunity records. Launch your reference program quickly with familiar, native Salesforce controls and identify relevant customers for every opportunity without sacrificing the control of relationship owners.

Upland Altify Screenshots

0
0
1
2
3
4

Upland Altify Pricing and Plans

Starting price: $20.00 per month
Free Trial
Free Version

Altify Insights

$20.00

per user, per month

No plan information available

    Altify Sales Process

    $25.00

    per user, per month

    No plan information available

      Altify Account Manager

      $40.00

      per user, per month

      No plan information available

        Altify Opportunity Manager

        $40.00

        per user, per month

        No plan information available

          Advisor Get Price CTA Image

          Confused about pricing? We've got you covered.

          Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

          Upland Altify Features

          • Popular features found in Lead Management
            Campaign Management
            Contact Management
            CRM
            Lead Capture
            Lead Segmentation
            Prospecting Tools
            Reporting/Analytics
            Task Management
            Workflow Management
          • More features of Upland Altify
            Access Controls/Permissions
            Activity Dashboard
            Activity/News Feed
            Activity Tracking
            Alerts/Notifications
            Built-in Course Authoring
            Collaboration Tools
            Commenting/Notes
            Contact Database
            Content Management
            CRM Integration
            Customizable Fields
            Customizable Reports
            Dashboard
            Data Import/Export
            Data Visualization
            Drag & Drop
            Dynamic Modeling
            Engagement Tracking
            Exception Reporting
            Field Sales Management
            Forecasting
            For Sales Teams/Organizations
            Goal Management
            Goal Setting/Tracking
            Graphical Data Presentation
            Interaction Tracking
            Lead Management
            Lead Qualification
            Learning Paths/Tracks
            Meeting Management
            Modeling & Simulation
            Onboarding
            Opportunity Management
            Performance Management
            Performance Metrics
            Pipeline Management
            Pipeline Reports
            Prioritization
            Real-Time Analytics
            Real-Time Data
            Real-Time Reporting
            Recommendations
            Reminders
            Reporting & Statistics
            Revenue Management
            Sales Activity Management
            Sales Forecasting
            Sales Onboarding & Training
            Sales Pipeline Management
            Sales Reports
            Sales Trend Analysis
            Search/Filter
            Segmentation
            Statistical Analysis
            Territory Management
            Third-Party Integrations
            Training Management

          Upland Altify Integrations

          Slack
          Slack
          Google Docs
          Google Docs
          Quip
          Quip
          Salesforce Sales Cloud
          Salesforce Sales Cloud

          Upland Altify User Reviews

          Overall Rating

          4.5

          Ratings Breakdown

          5

          50%

          4

          50%

          3

          0%

          2

          0%

          1

          0%

          Secondary Ratings

          Ease of Use

          3.5

          Value for money

          4.0

          Customer support

          5.0

          Functionality

          5.0

          Have you used Upland Altify and would like to share your experience with others?

          VR

          Verified
          Reviewer

          Food Production

          2-10 employees

          Used other for free trial

          Review source

          Reviewed January 2019

          The best site to use if you want to improve your company

          5

          When you fill in the information to send you the demo. There should be an example of how to write down the information correctly.

          Ratings Breakdown

          3
          Ease of use
          5
          Customer support
          5
          Functionality
          icon
          Pros:
          Nice website and videos! This company has done many things. Books, videos,webinars etc congratulations!!!
          Cons:
          To sent you the demo, you have to fill in lots of personal information (ex. phone number).

          Read More

          EP

          Eric P.

          Used unspecified for unspecified

          Review source

          Reviewed October 2016

          altify guiding selling

          4

          Altify definitely helped our users drive better performance by focusing them on the important areas of concerns for our customers and guiding them through the process.

          Ratings Breakdown

          4
          Ease of use
          4
          Value for money
          5
          Customer support
          5
          Functionality

          Read More

          Showing 1 - 2 of 2 Reviews

          Popular Upland Altify Alternatives

          Main Product
          Upland Altify

          Upland Altify

          4.5
          (2)

          Ratings Breakdown

          • 3.50Ease of use
          • 4.0Value for money
          • 5.0Customer support
          • 5.0Functionality

          Pricing

          Starting at $20.00 per month

          Get Price
          Alternative Product

          Ratings Breakdown

          • 4.45Ease of use
          • 4.55Value for money
          • 4.59Customer support
          • 4.21Functionality

          Pricing

          Starting at $17.00 per month

          Get Price
          Alternative Product

          Ratings Breakdown

          • 4.20Ease of use
          • 3.75Value for money
          • 4.0Customer support
          • 4.0Functionality

          Pricing

          Available upon request

          Get Price
          Alternative Product

          Ratings Breakdown

          • 3.99Ease of use
          • 4.05Value for money
          • 4.13Customer support
          • 4.38Functionality

          Pricing

          Starting at $25.00 per month

          Get Price
          Alternative Product

          Ratings Breakdown

          • 4.15Ease of use
          • 4.29Value for money
          • 4.08Customer support
          • 4.27Functionality

          Pricing

          Starting at $14.00 per month

          Get Price
          Alternative Product

          Ratings Breakdown

          • 4.54Ease of use
          • 4.40Value for money
          • 4.37Customer support
          • 4.30Functionality

          Pricing

          Starting at $19.00 per month

          Get Price

          Other Top Recommended Lead Management Software

          Salesforce Marketing Cloud
          Salesforce Marketing Cloud

          4.2 (524)

          Recently recommended 13 times

          Paminga
          Paminga

          4.6 (33)

          Recently recommended 12 times

          Creatio CRM
          Creatio CRM

          4.7 (133)

          Recently recommended 11 times

          Shared Contacts for Gmail
          Shared Contacts for Gmail

          4.5 (97)

          Recently recommended 6 times

          Advisor Get Price CTA Image

          Stuck Between Options?

          Our experts can help you compare Upland Altify with other top options, so you can find the best fit for your needs.

          See what companies are saying about Software Advice