UPWARD CRM

Sales Activities

Schedule calls, meetings, tasks, deadlines, emails and SMS from any record.

WHAT IT ISSales activities let you schedule phone calls, in-person or virtual meetings, tasks, deadlines, emails and texts tied to a lead or contact, with reminders and calendar sync.

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.

CRM

Leads arrive from your page, bookings, forms, chats and links. Stages, notes, activities and follow-up live in one timeline.

Sales Pipeline

Visualize every opportunity by stage and deal value so nothing stalls.

Dynamic Audiences

A static list is a snapshot of who someone was. A Dynamic Audience reflects who they are and what they're doing right now.

Ready to turn every conversation into growth?

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

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