Upmail vs. CWT vs. Salesforce: Which is a Better Fit?

UpMail for Business Development

Sales CRM

Mobile Sales CRM
Workflow Automations
Pipeline CRM
BEO Management
Lead Scoring
Contact Management

RPF Management

Workflow Automations

F&B Planning

File & Document Management
BEO Management

Contracts & E-Signatures

Workflow Automations
Payments & Invoicing
File & Document Management
E-Signatures
Contract Management

Reporting & Analytics

Chain Dashboard
Data Migration Services
Pace, Sales Activity, and GRC Reporting
Lead Scoring

CWT Easy Meetings

Proposals, Contracts & Signatures

Digital Signatures
Dynamic Pricing

Price of services can fluctuate (like with hotel rooms) according to given business rules like occupancy rate, booking interval, etc. | Dynamic price would give the venue the possibility for revenue optimisation and for the customer the best price available (e.g. in low demand situation price would drop automatically)
Templates Library

Online Bookings

Real-time live availability

Sell meeting rooms & event spaces with real-time availability information | Customer can see if the meeting room or event space is available on the requested time. Less eRFP spam for the venues. Venues increase conversion rate and customer experience is better
Website Booking Engine

Payments & Invoicing

Online payments

M&E services could be purchased right away at the time of booking | for venues this gives the opportunity to drop prices but with more strict terms of cancellation and also to play around with "early bird" offers, etc. price related campaigns. For customers this is a flexible way to purchase M&E services and to get a cheaper price if customers wants to accept strict cancellation policies.
Dynamic Pricing

Price of services can fluctuate (like with hotel rooms) according to given business rules like occupancy rate, booking interval, etc. | Dynamic price would give the venue the possibility for revenue optimisation and for the customer the best price available (e.g. in low demand situation price would drop automatically)

Content Management

Templates Library
Content & File Management

CRM & Messaging

Response Management
Team Collaboration
Read Receipts & Alerts
Templates Library
Automated Responses

Notifications

Read Receipts & Alerts
Team Collaboration

Salesforce

Sales CRM

Mobile Sales CRM
Workflow Automations
Pipeline CRM
BEO Management
Lead Scoring
Contact Management

RPF Management

Workflow Automations

F&B Planning

File & Document Management
BEO Management

Contracts & E-Signatures

Workflow Automations
Payments & Invoicing
File & Document Management
E-Signatures
Contract Management

Reporting & Analytics

Chain Dashboard
Data Migration Services
Pace, Sales Activity, and GRC Reporting
Lead Scoring

What Customers Are Saying

Most Recent Review

Great platform!

Groups, Meetings and Events Sales Executive from (United Kingdom)

CWT doesn’t have any clients that have vouched for the product

Highly recommended but reporting can be a bit tricky

Director of Business Travel from New York (United States)

Most Positive Review

Upmail nous a permis de gagner du temps et de l'efficacité

Sales Director

It's a major upgrade over whatever you had before

Regional Director of Revenue Management from San Francisco (United States)

Most Critical

It's a great service to use as a CRM, but is not best fitted for the hospitality world.

Regional Corporate Sales Manager from Beverly Hills (United States)

References