Lead Capture
Capture leads from bookings, forms, chat, videos and links automatically.

What's included
Multi-source capture
Bookings, forms, AI chat, event registrations and tracked links all create leads.
Source attribution
Every lead keeps the source that first brought them in.
Instant notifications
You are notified the moment a new lead arrives.
Automatic records
Duplicates are matched to existing people instead of creating new rows.
How Upward is different
Related
Bio / Profile Pages
More than a link in bio. Your Upward page showcases who you are and what you do — and connects every visitor action to your CRM.
CRM
Leads arrive from your page, bookings, forms, chats and links. Stages, notes, activities and follow-up live in one timeline.
Team Replication
Build it once and give every member their own branded Bio/Profile Page, marketing tools, shared team calendar, content and follow-up system — not agency sub-accounts.
Ready to turn every conversation into growth?
Start free, then replicate your system across your whole team.