A CRM That Fills Itself From Every Conversation
Leads arrive from your page, bookings, forms, chats and links. Stages, notes, activities and follow-up live in one timeline.

How it works
Capture
Interactions become leads automatically, with source attribution.
Organize
Move leads through customizable pipeline stages with labels and deal values.
Act
Schedule calls, tasks, emails and SMS from the record.
Convert
Turn qualified leads into contacts and companies.
What's included
Leads, contacts & companies
Separate records with conversion from lead to contact.
Custom pipeline stages
Define stages that match how your team actually sells.
Activity scheduling
Phone, in-person, virtual, task, deadline, email and SMS activities.
Contact timeline
Every booking, email, click and note in chronological order.
Import contacts
Bring existing contacts in during setup.
Team visibility
Owners see across the team; members work their own pipeline.
Explore CRM
Contact Management
Keep every customer, member and prospect in one searchable record with history, notes and follow-up.
Lead Management
Capture, qualify and prioritize leads from every channel before converting them into contacts.
Company Management
Group contacts under the companies they belong to and track relationships at the account level.
Sales Pipeline
Visualize every opportunity by stage and deal value so nothing stalls.
Lead Tracking
Know which page, link, video or form each lead came from — and what they did next.
Contact Timeline
A chronological history of every touchpoint with a lead or contact.
Sales Activities
Schedule calls, meetings, tasks, deadlines, emails and SMS from any record.
Team CRM
One CRM structure for the whole company, with each member working their own relationships.
Frequently asked questions
Do Bio/Profile Page interactions reach the CRM automatically?
Yes. Meeting requests, form submissions, chats and other tracked interactions create or update a lead or contact without manual entry.
Can each team member have their own CRM?
Each member works their own leads and contacts inside the company's shared system, while owners keep visibility where their permissions allow.
Related
Lead Management
Capture, qualify and prioritize leads from every channel before converting them into contacts.
Sales Pipeline
Visualize every opportunity by stage and deal value so nothing stalls.
Email Marketing
Stop exporting lists. Build Dynamic Audiences from live CRM data and follow up with the exact leads and contacts who opened and clicked.
Upward vs HubSpot
HubSpot is a broad marketing and CRM suite. Upward is built for replicated teams with profile pages at the center.
Upward vs Zoho Bigin
Bigin is a small-business CRM. Upward pairs a CRM with Bio/Profile Pages and team replication.
Ready to turn every conversation into growth?
Start free, then replicate your system across your whole team.