Industry

Great client service starts with great operations.

Winning clients is only the beginning. UpTick helps professional service firms manage relationships, deliver projects, collaborate with teams and improve profitability from one connected business platform.

Book Demo Explore Professional Services
Client Lifecycle™
Lead
Proposal
Client
Project
Deliverables
Invoice
Payment
Renewal

Challenges Professional Service Firms Face

Instead of talking about software, let's talk about business pain.

Finding new clients
Managing multiple projects
Tracking billable work
Poor visibility
Late invoices
Scattered communication
Resource planning
Client retention

One Platform. Every Team.

Organised around how your firm actually works.

Business Development

  • Generate leads.
  • Track opportunities.
  • Close more business.

Project Delivery

  • Manage timelines.
  • Collaborate.
  • Meet deadlines.

Finance

  • Invoices.
  • Payments.
  • Profitability.
  • Forecasts.

Leadership

  • Dashboards.
  • Business Health Score™.
  • Growth insights.

HR

  • Capacity.
  • Hiring.
  • Performance.
  • Utilisation.

Connected Client Journey

Everything revolves around the client.

1
Marketing
2
Lead
3
CRM
4
Proposal
5
Project
6
Time
7
Invoice
8
Payment
9
Renewal
UpTick AI Assistant

AI For Professional Services

Ask questions in plain English and get answers based on your actual business data, projects, and financials.

"Which projects are becoming unprofitable?"
"Which consultants are overloaded?"
"Which invoices are overdue?"
"Predict next month's revenue."
"Which clients need attention?"
"Which proposals are likely to close?"
UpTick AI
Context-Aware Engine

"I analysed your active projects. The Acme Corp Website project has exceeded planned hours by 15%, bringing its current margin down to 12%. I recommend reviewing the latest milestone deliverables."

Suggested Actions:
  • ✓ Notify Project Manager
  • ✓ Generate Profitability Report
  • ✓ Draft Client Update Email

Built For Every Service Business

Consulting
Marketing Agencies
Creative Agencies
Accounting Firms
Architecture Firms
Engineering Firms
Legal Services
IT Services
Business Advisory

Outcomes You Can Expect

Reduce admin.
Increase billable utilisation.
Improve project visibility.
Faster invoicing.
Better forecasting.
Higher customer satisfaction.

Why UpTick

Traditional PSA
UpTick
CRM separate from projects
One connected client lifecycle
Finance disconnected
Revenue linked to delivery
Project-only visibility
Business-wide operational visibility
Historical reporting
AI-assisted recommendations
Multiple systems
One business operating platform

Spend more time serving clients. Less time managing software.

From winning new business to delivering projects and collecting payments, UpTick helps professional service firms operate with clarity and confidence.

Book Demo