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Erply Retail CRM vs Upland Altify: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Erply Retail CRM vs. Upland Altify is based on a specific set of business needs and context. The comparison uses 617 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Erply Retail CRM and Upland Altify

Erply Retail CRM belong to a category of solutions that help POS, whereas Upland Altify belong to a category of solutions that help Revenue Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Erply Retail CRM covers Loyalty Management with Promotions, Helpdesk Management with Phone Calls, Training & Onboarding with Phone Calls, Sales Call Management with Offline, etc.

Upland Altify focuses on Opportunity Management, Account Management with User Generated Content, Collaboration, Engagement Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Erply Retail CRM

Focus area

Software Failure Risk

  • medium

logo Upland Altify

Focus area

Software Failure Risk

  • medium

About

Point of Sale Software and Retail CRM with free stocktaking, invoicing and dashboard apps

Account planning software for sales optimization

Age

2009

2010

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

26

38

Total Goals
(we found evidences for)

5

7

Top Processes

Evidences indicate better relative satisfaction


loyalty management

customise loyalty program


helpdesk management


training & onboarding


sales call management


category management


engagement management

engaging and following up


sales document management


contact list management


communication management


account management


lifetime value management


opportunity management





lead qualification


competitive intelligence


generation of new leads



social media analytics


social media management

social media analytics



revenue cycle management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Scale best practices

  • See 2 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Scale best practices

  • Acquire customers

  • Increase customer life time value

  • Increase average basket value

  • Improve internal communications

  • See 4 more

Top Channels

Channels Used

  • user generated content

  • blogs

  • e-mail

  • offline

  • on premises

  • See 2 more
  • user generated content

  • blogs

  • e-mail

  • offline

  • on premises

  • See 2 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting