Every customer has a story.
UpTick helps you understand all of it.
From the first enquiry to the latest invoice, every interaction shapes your customer relationship. UpTick CRM brings conversations, meetings, proposals, projects, invoices, support and AI insights together into one connected customer timeline.
Workflow Flow
The Challenge
Most CRMs remember contacts. They don't remember relationships.
Every customer interaction happens somewhere different. Emails stay in inboxes, meetings on calendars, projects in another tool, and invoices inside accounting software.
When someone asks "What's happening with this customer?", your team starts searching across five systems.
UpTick CRM connects every piece of information into a single chronological customer timeline.
Built for complete operational clarity.
Everything you need to manage customer relationship management without disconnected tools.
Capture Every Lead
Collect enquiries from your website, landing pages, forms, WhatsApp and integrations. Every lead enters CRM automatically.
Build Better Pipelines
Track opportunities through fully customisable sales stages, assign owners, monitor deal health and forecast revenue.
Know Every Conversation
Keep emails, calls, meetings, notes and WhatsApp messages organised in one place with full context.
Turn Customers into Projects
Win a deal and instantly create a project, assign the delivery team, schedule tasks and notify stakeholders.
Automate Follow-Ups
Send reminders, assign tasks, update deal stages and trigger notifications based on customer activity.
Let AI Prepare You
Before every meeting, UpTick AI summarises the relationship, highlights recent activity and recommends next actions.
Context-Aware AI
Ask questions grounded in reality.
Because UpTick AI operates inside your organizational context, recommendations are based on real business data.
Prompt:
"Which customers need my attention today?"
UpTick Intelligence:
Acme Ltd: Proposal opened twice, no follow-up for 5 days, invoice due tomorrow. Suggested action: Schedule review meeting today.
Comparison
Traditional Tool vs UpTick Customer Relationship Management
Designed For
Ready to experience connected customer relationship management?
"The customer said yes. Now let's deliver."
Next Chapter → Project Management