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UPWARD CRM

Company Management

Group contacts under the companies they belong to and track relationships at the account level.

Example CRM sales pipeline with deal stages, lead sources and a contact activity timeline
WHAT IT ISCompany management lets you link multiple contacts to one organization, see every interaction across that account, and target companies in newsletters and follow-up campaigns.

What's included

Automatic capture

Records created from real interactions — not typing.

Pipeline-aware

Every record carries its stage, labels and deal value.

Follow-up ready

Email, SMS, newsletters and MySites work from the same data.

Vutesa assisted

Ask Vutesa to summarize, draft follow-ups or find records.

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

Ready to turn every conversation into growth?

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