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EVERY INTERACTION, ONE RECORD

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.

Example CRM sales pipeline with deal stages, lead sources and a contact activity timeline
WHAT IT ISUpward CRM is contact and lead management built into Upward, the multi-tenant SaaS front-office growth platform. It captures leads automatically from Bio/Profile Pages, meetings, forms and tracked links, organizes them by pipeline stage, and powers follow-up through email, SMS, newsletters, MySites and Vutesa AI — all without re-entering data.

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

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.

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Ready to turn every conversation into growth?

Start free, then replicate your system across your whole team.