Multi-Channel CRM

Unified CRM for Modern Teams

Engage and close leads faster. Manage pipelines, automate customer journeys, and run campaigns across WhatsApp, SMS, and Email using Upmyth.

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Unified CRM Dashboard
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Multi-Channel Campaigns

Reach leads wherever they are. Run WhatsApp, SMS, and Email campaigns from a single unified dashboard.

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Interactive Automations

Build visual workflows to reply automatically, qualify leads, and orchestrate customer journeys 24/7.

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Sales Management

Visualize deals and track counselling stages with drag-and-drop pipelines pre-configured for your vertical.

All-in-one capabilities and channels

  • Create automated customer journeys with a visual canvas. Set up rules, branch conditions, and wait steps based on client replies.

  • Track lead stages with drag-and-drop pipelines tailored for your industry vertical. Log calls, documents, and communications in a single view.

  • Send bulk WhatsApp broadcasts using approved templates. Chat two-way, set up smart bot replies, and view campaign conversion stats.

  • Send transactional notifications, alert messages, or design beautiful marketing newsletter broadcasts using SMS and Email channels.

Feature showcase

See the platform in action

Experience how our unified capabilities and multi-channel marketing campaigns can accelerate your sales. Book a demo today.

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Enhance engagement with two-way messaging

Interact with leads in real-time. Manage all replies across WhatsApp, SMS, and Email in a unified conversation dashboard. View complete context, lead logs, and communication history alongside live chat to close deals faster and elevate satisfaction.

Two-way communication interface
Android & iOS Mobile CRM App
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Android & iOS Mobile CRM App

Never miss an update. Upmyth's mobile companion app keeps your sales agents connected, responsive, and productive outside the office.

  • check_circle Real-time push alerts for new lead assignments & message replies
  • check_circle Update pipeline stages, log notes, and add activities on the go
  • check_circle Initiate or reply to WhatsApp, SMS, and Email chats instantly
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CRM Industry Solutions

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Solutions

Real Estate Property Module

Track site visits, manage builder projects, handle bookings, coordinate channel partners, and manage commissions seamlessly from one pipeline.

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Solutions

Education & Counselling

Manage student profiles, counsel follow-ups, document collections, and send automated fee reminders via WhatsApp, SMS, and Email channels.

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Solutions

Finance & Lending

Track loan application pipelines, coordinate documents, manage credit checks, and automate disbursement alerts instantly and securely.

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Ready to scale your business?

Join teams using Upmyth's complete CRM suite. See how Campaigns, pipelines, and communications work together seamlessly to maximize sales and client engagement.

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Discover more CRM features

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Campaigns & Automation

Craft personalized multi-channel journeys that engage your audience at the perfect time.

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Sales Management

Visualize pipelines and track agent performance with clean, responsive dashboards.

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SMTP & High-Speed API

Deliver transactional messages, notifications, and alerts at scale with zero delay.

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