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Choose the Upswing plan that's right for you. Paid accounts include a 30-day free trial. You can upgrade, downgrade, or cancel at anytime.
- 30-day free trial
- 1 user
- 1 GB file storage
- Unlimited contacts
- Full-featured
- 30-day free trial
- Up to 3 users
- 3 GB file storage
- 5,000 contacts
- Full-featured
- 30-day free trial
- Up to 6 users
- 6 GB file storage
- 10,000 contacts
- Full-featured
- 30-day free trial
- Up to 10 users
- 10 GB file storage
- 20,000 contacts
- Full-featured
- 30-day free trial
- Up to 15 users
- 15 GB file storage
- 50,000 contacts
- Full-featured
- Unlimited users
- Hosted or on-premise
- Web-services integration
- Fast deployment
- Full-featured
Signup FAQs
A: Upswing's 30-day free trial allows you to set up an account for 30 days for free. If you cancel before the 30 days is up, your credit card will never be charged.
Q: For any pay plans, are there any long-term commitments? Can I cancel my account at anytime?
A: There are no long-term commitments with Upswing CRM. If at anytime you want to cancel, simply log in, click on the "Accounts" tab and click cancel.
Q: Can I upgrade or downgrade my plan at anytime?
A: Yes. Once registered with Upswing, click on the "Account" tab and you can upgrade, downgrade, or cancel your account at anytime, free of charge.
Q: Do I need a credit card to sign up? What types of payment do you accept?
A: For the free account you do not need a credit card to sign up. For the pay plans need a credit card, and we accept Visa, MasterCard, and American Express and Discover. For large enterprise customers we do accept purchase orders over a certain size. If you are an enterprise and want to learn more about your payment options please contact us.
Q: What is "SSL Security" and does Upswing use SSL?
A: Upswing uses SSL on all plans. SSL, short for Secure Sockets Layer, encrypts all of your data between Upswing and your web browser. It ensures that your data is secure, so that no one can ever have access to it.
Q: If I have a sales or support question who can I talk to at Upswing?
A: Please use this form to contact us. Someone will get back to you within 60 minutes.
What does "Full-featured" mean?
All pay plans in Upswing include the following:
- Full contact management for advisors
- Referral tracking graphical widget
- Dashboard view, customizable
- Task management
- Reminders and notifications
- Calendar / team Calendar
- Opportunity and pipeline tracking
- Project / campaign management
- Files management
- Import / export functionality
- Workflow automation/customization
- Custom reports and analytics
- Tag cloud group management
- Tab customization
- Drag-and-drop widgets
- Customized layouts / workflows
- Team-based permissions security
- SSL encryption security
- Data backup / disaster recovery
- Albridge integration
- MoneyGuidePro integration
- Laser App integration,
- Quik Forms integration