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.
Assign tasks to project members and track their progress.
Keep track of all your projects in the most simple way.
Add members to your projects and keep them in sync with the progress.
Custom capabilities to transform the way you work.
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.
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.
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.
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.
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.
Employee Management and Payroll
Time tracking including time logs per task
Attendance, leave requests and holidays
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