Documentation is much improved, although it could be even better. I saw a noticeable improvement in the help screens. I'm told that videos and more screenshots will be available to end users when the final version of 2.0 launches, but they were not available during my tests.
In the 2.1 release due soon, Upswing will be offering integration with Jott (www.jott.com), a free service that allows you to call a number, speak a short message, and have that message converted to text and e-mailed or text messaged to yourself or a third party. It also allows you to "Jott" to some Web services. When the integration is complete, Jott account holders will be able to call Jott, and have it enter a task or a note directly into Upswing. The ability to integrate the service with BlackBerry and iPhones is also expected to be ready when 2.1 releases.
So how good is Upswing 2.0? Based on my limited test-drive of the 2.0 beta, I'd have to say that the developers have done a good job of taking this application to the next level. It is not the most extensive CRM system on the market for financial professionals today, and it does not offer a full document management system, but it does strike a nice balance between features and usability. So, while it may not satisfy the needs of CRM power users, there is much more here than many advisors currently use. Better yet, the pricing is reasonable. A single user can be up and running for as little as $37.00 per month. That price drops to $24.00 per month per user in a three-person environment, and just under $20.00 per user for 15 people.
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. The final version of Upswing 2.0 should be available by the time you read this. You can sign up for a free trial at http://www.upswingcrm.com.