Testimonials
You've nailed it this time. Everyone was talking about how much easier and intuitive this is than the Salesforce version for financial advisors and how much more nimble and practical it is.
Roy Jones, LPL
I grew tired of terrible support and a sluggish program from one of the major CRM suppliers and decided to give Upswing a try. The program is extremely intuitive and accessible anywhere, anytime. Support is excellent and responsive and the program is fairly priced. I'm glad I decided to give it a try.
Fred Forbes, FSC Securities
Upswing is the answer to our need for global access to client information and calendar coordination without complicated software and systems issues.
Kathryn Nusbaum, CPA, Middle America Planning
Upswing provides a smart and straightforward way to manage client information seamlessly.
Lauren Prince, National Planning Corporation
Upswing is extremely effective while still being easy to use.
Bob Nusbaum, CFP, Middle America Planning
Upswing is easy to use, has helped me become more organized and efficient, along with being flexible on where I can access it. On top of that, it’s priced fairly. Exactly what I was looking for!
Christopher Kreuger, John Hancock
There is much more here than many advisors currently use. Better yet, the pricing is reasonable. ...If you are looking for a good, online, industry-specific CRM application and you value ease of use over the most extensive feature set, Upswing will probably appeal to you. It is easy to learn, easy to use and easy on the pocketbook. I suspect it will attract a loyal following.
Joel Bruckenstein, Financial Advisor Magazine - July 2008