About us

About:

At Upwise Pro, we are proud partners for small and medium-sized businesses (SMBs), embodying a dedicated team of in-house developers and integration specialists. Our expertise lies in working with various CRM platforms, including Zoho, Hubspot, and Monday.com, catering to clients in the United States, Europe and India.

Core Services/ Core Competencies:

Our proficiency encompasses a broad spectrum of services such as API integrations, complete business process mapping, workflow automations, data management and analytics, and marketing automations.

Our majority of the implementations is working with core Zoho applications – Zoho CRM, Zoho Desk, Zoho Campaigns and a suite of apps like Zoho One, Zoho CRM Plus, Zoho Marketing Plus etc.

Who we serve:

Our diverse clientele spans multiple industries/ domains, including Health care providers, Online Learning business, Acquisition and Merger advisors, Beauty business and solutions, Computer and Cyber security firms, Construction, Insurance brokers & Mortgage lenders, Packaging and Containers manufacturing, Yacht brokerage, Travel agents, Online retail, R&D labs, Gas and Drilling sector among others.

Unique Selling Proposition:

As a ZOHO Advanced Partner, our team at Upwise Pro is PMP, BA certified and specialized in implementing, configuring, and supporting Sales automation apps on different platforms – including Zoho applications, ensuring we meet the nuanced requirements of our clients. We pride ourselves on our ability to create SMB-friendly, customizable systems, reflecting the unique brand identities of our clients.

Our expertise extends to developing Zoho Extensions, ensuring that the Sales & Marketing process aligns precisely with the distinct needs of different industries. In the construction and contractor realm, we provide a highly integrated solution, focusing on optimizing business-customer interactions and addressing specific organizational process flows. We also excel in data migration, data analytics and creating dynamic dashboards for in-depth analysis.

Our approach is deeply client-centric, involving thorough understanding and customization to meet unique business challenges. By adopting an agile methodology in project delivery, we ensure continuous transparency and regular updates throughout the lifecycle of each project. This comprehensive range of services and our commitment to client satisfaction define our unique position in the market.