Upzyne: AI CRM Software for Smarter Customer Engagement
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Your All In One AI-Powered CRM Solution For Education

Grow Smarter, Faster, and Easier with Upzyne

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Why Lead Management Matters?

Why Lead Management Matters More Than Ever?

In today’s fast-paced digital world, leads come from everywhere – websites, WhatsApp, landing pages, ads, and more. If you don’t manage them smartly, you’re leaving money on the table.

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Feature 1

Every inquiry is captured instantly

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Feature 2

Every follow-up happens on time automatically

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Feature 3

Every conversation is tracked and visible

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Feature 4

Every lead is assigned to the right team member

Pipeline View

What You Can Do with Upzyne?

Auto-Capture Leads

From web forms, WhatsApp, Google/Facebook ads, landing pages – all in one dashboard.

Auto-Capture Leads

Track Performance In Real-Time

Know which campaigns bring in leads, who's closing, and where you're losing potential customers.

Track Performance In Real-Time

Integrated Communication Tools

WhatsApp, email, and call logging – communicate directly from the CRM.

Integrated Communication Tools

No More Missed Follow-Ups

Set intelligent follow-up reminders, automate replies, and never forget a lead again.

No More Missed Follow-Ups

Smart Assignment To Your Sales/Counseling Team

Distribute leads by team, location, or availability – Upzyne does it automatically.

Smart Assignment To Your Sales/Counseling Team
Key Features

Key Features of Upzyne Lead Management

Lead Capture from All Sources

  • Integrate your website, ads, WhatsApp, and social media
  • Auto-sync inquiries from Google Forms, Facebook, and landing pages

Instant Lead Distribution

  • Automatically assign leads to the right team or counselor
  • Prioritize based on region, interest, or urgency

Smart Lead Scoring

  • Identify high-intent leads using behavior, source, and activity
  • Focus your sales team where it matters

Automated Follow-ups

  • Email, WhatsApp, and SMS drip campaigns
  • Set reminders for calls and meetings

Real-Time Dashboard & Reporting

  • Visualize funnel stages, performance, and conversions
  • Track every lead from entry to closure

Lead Notes & History

  • View complete interaction history per lead
  • Add tags, comments, and next steps

Reminders & Notifications

  • Stay on top of follow-ups with smart alerts
  • Never miss a hot lead again

Secure & Role-Based Access

  • Ensure data is safe and accessible to only the right people

Take the Next Step Toward Smarter Admissions

Let’s centralize your leads, empower your counselors, and drive student conversions with confidence.

Struggling with Leads?

Our AI identifies high-potential prospects and automates follow-ups across email, WhatsApp, and social media.

HR Headaches?

Simplify onboarding, payroll, and employee management with our smart HRMS tools.

Data Overload?

Get clear, actionable insights with real-time analytics that cut through the noise.

Challenges

Solve Your
Biggest Challenges.

Running a business is tough — disconnected tools, manual processes, and missed leads make it tougher. Upzyne solves it all.

Get Started

Get Started in Just 5 Steps

Our proven implementation process ensures you're up and running quickly.

Five-step-Mobile

Sign Up

Create your account in under 2 minutes

Data Import

Import your existing customer data

Customization

Configure fields and workflows

Team Training

Onboard your team with guided tutorials

Go Live

Start managing customers effectively

FAQ

Have Questions? We’ve Got Answers

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