# Upland Altify Software Reviews, Demo & Pricing - 2026

> Review of Upland Altify Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/crm/altify-profile/

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Upland Altify

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Overview

# Upland Altify Review

From $20-$40/month 4 plans

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
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    

## Overview

Upland Altify

4.5

[(2)](https://www.softwareadvice.com/crm/altify-profile/#reviews)

Pricing

Starting at $20.00 per user 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.

Wondering if Upland Altify is right for your organization?

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

## Upland Altify User Interface

## Popular Upland Altify Alternatives

Main Product

Upland Altify

4.5

[(2)](https://www.softwareadvice.com/crm/altify-profile/#reviews)

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

[Spotler CRM](https://www.softwareadvice.com/crm/really-simple-systems-profile/)

4.5

[(453)](https://www.softwareadvice.com/crm/really-simple-systems-profile/reviews/)

Ratings Breakdown

-   4.45Ease of use
-   4.54Value for money
-   4.59Customer support
-   4.21Functionality

Pricing

Starting at $17.00 per month

Get Price

Alternative Product

[Revegy](https://www.softwareadvice.com/crm/revegy-profile/)

4.2

[(5)](https://www.softwareadvice.com/crm/revegy-profile/#reviews)

Ratings Breakdown

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

Pricing

Available upon request

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18796)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

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

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(6985)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

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

[Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/)

4.5

[(3057)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/)

Ratings Breakdown

-   4.54Ease of use
-   4.39Value for money
-   4.37Customer support
-   4.30Functionality

Pricing

Starting at $19.00 per month

Get Price

## 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

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

Integration rated undefined from -1 review

Google Docs

Integration rated undefined from -1 review

Quip

Integration rated undefined from -1 review

Salesforce Sales Cloud

Integration rated undefined from -1 review

## 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

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

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