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Customized solutions to scale your business upward.

Full control over Sales, CRM, Projects, Tasks, HR, Invoices, Payments, Customer Support & more in one dynamic workplace.

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Trusted by enterprises. Loved by startups.

Visualize, plan, collaborate and track progress across your teams.

Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability.

Tasks

Assign tasks to project members and track their progress.

Projects

Keep track of all your projects in the most simple way.

Gantt Charts

Add members to your projects and keep them in sync with the progress.

Custom capabilities to transform the way you work.

Dashboards

Custom dashboards to give you a bird’s-eye view of what’s going on.

Give each team member an overview of their daily tasks and accomplishments to foster a culture of productivity.

CRM

Track and convert leads into clients.

Record notes and details on each call so your sales and support teams are following up appropriately and adding value.

Easily schedule follow-up calls so your sales team never misses another opportunity.

 

 

Messages

Keep track of discussions pertaining to projects so nothing gets lost.

Create one on one or group chats based on roles so the right people can help move work forward. 

Estimates & Invoices

Send estimates to clients with one click.

Get notified when your proposals are reviewed and approved.

Automatically convert approved estimates to invoices and get paid with past due reminders.

Client Portal

Grant your clients access to view project status, sign documents, and communicate feedback.

Improve customer satisfaction and keep your clients involved so deals keep moving forward.

Calendar

Stay organized and up-to-date on all your tasks, meetings and follow-up calls.

Set reminders and notifications so you never miss an appointment. 

Custom Fields and Workflows

Create custom fields for clients, lead forms, employees, projects, tasks, expenses, estimates and more.

Create project templates and customize workflows to optimize for your unique business processes.

HR Tools

Employee Management and Payroll

Time tracking including time logs per task

Attendance, leave requests and holidays

Notifications

Uniform notification formatting for email and Slack

Notification settings let you decide who gets notified for specific information  

Keep your team notified so nothing gets missed

 

 

Roles and Permissions

Control who can create, view, update and delete clients, projects, invoices and more. 

Create custom roles and permissions per your specific requirements.

Upbiz lets you easily manage the growth of your company