Running a business is hard—Upbooks™ makes it effortless

From tracking leads to managing finances, creating workflows, and streamlining operations, Upbooks™ gives you the power to do more with less effort.

Complete Business Management Suite

All-in-one platform to manage leads, finances, operations, and more—everything your business needs

Lead Management

Create campaigns, capture enquiries, and convert more leads with ease. Organize and prioritize leads with AI-powered segmentation.

Invoicing & Billing

Create professional proposals in minutes and turn them into invoices with one click. Generate invoices instantly and automate recurring billing.

Expense Tracking

Automate expense tracking, vendor management, and financial reporting in real-time. Track business assets and control spending.

Task & Workflow

Collaborate, assign tasks, and automate processes with an intuitive Kanban system. Streamline your operations.

HR & Payroll

Track applications, manage employee leaves, payroll, and expense claims effortlessly. Complete HR management solution.

Business Dashboards

Get a 360° view of your business with personalized, interactive dashboards. Real-time insights at your fingertips.

E-commerce Store

Start selling online with a fully integrated store—no coding required. Seamlessly integrated with your business operations.

Point of Sale

Lightning-fast billing and point-of-sale system for retail and service businesses. Process transactions quickly.

Inventory Management

Complete inventory management solution. Track stock levels, manage warehouses, and optimize inventory costs.

GST & Tax Reports

Stay tax-ready with auto-generated GST reports. Simplify your tax compliance and reporting.

AI Automation

Get smart business insights with AI-driven automation. Automate repetitive tasks and make data-driven decisions.

Marketing Campaigns

Create and manage marketing campaigns effectively. Track performance and optimize your marketing efforts.

Solutions for every team. Powered by one platform.

Transform how your team works with AI-powered business management solutions

Streamline HR Operations

Manage talent efficiently with complete HR management solutions for recruitment, payroll, and employee management.

Application tracking system
Leave management automation
Payroll processing
Employee expense claims
Performance management

Get Started Contact Sales

95% faster recruitment process

Average improvement with Upbooks

"Upbooks transformed our HR operations, making everything from hiring to payroll seamless."

Sarah Johnson

HR Director

Everything Your Business Needs

Comprehensive business management solutions designed to make running your business effortless

Campaigns & Lead Management

Create campaigns, capture enquiries, and convert more leads with ease. Organize and prioritize leads with AI-powered segmentation to boost conversions.

✓AI-powered lead segmentation
✓Campaign creation and management
✓Lead scoring and prioritization
✓Conversion tracking and analytics
✓Multi-channel lead capture

Proposals & Invoicing

Create professional proposals in minutes and turn them into invoices with one click. Generate invoices instantly, automate recurring billing, and get paid faster.

✓Professional proposal templates
✓One-click invoice conversion
✓Recurring billing automation
✓Payment tracking and reminders
✓Multi-currency support

Expense & Vendor Management

Automate expense tracking, vendor management, and financial reporting in real-time. Track business assets, monitor expenses, and control spending with real-time insights.

✓Automated expense tracking
✓Vendor management portal
✓Asset tracking and depreciation
✓Real-time financial reporting
✓Budget control and alerts

Task Management & Kanban

Collaborate, assign tasks, and automate processes with an intuitive Kanban system. Streamline your workflow and boost team productivity.

✓Interactive Kanban boards
✓Task assignment and tracking
✓Process automation workflows
✓Team collaboration tools
✓Project timeline visualization

HR & Payroll Management

Track applications, manage employee leaves, payroll, and expense claims effortlessly. Complete HR management solution for your business.

✓Application tracking system
✓Leave management automation
✓Payroll processing
✓Expense claims management
✓Employee self-service portal

360° Business Dashboards

Get a 360° view of your business with personalized, interactive dashboards. Real-time insights at your fingertips.

✓Customizable dashboard widgets
✓Real-time data visualization
✓Multi-metric tracking
✓Performance analytics
✓Exportable reports

E-commerce Store

Start selling online with a fully integrated store—no coding required. Seamlessly integrated with your business operations.

✓Drag-and-drop store builder
✓Product catalog management
✓Order processing automation
✓Payment gateway integration
✓Shipping and fulfillment

Lightning-Fast POS

Billing and point-of-sale system for retail and service businesses. Process transactions quickly and efficiently.

✓Quick transaction processing
✓Retail and service support
✓Receipt generation
✓Barcode scanning
✓Offline mode support

On-Demand Customizations

Every business is unique. Upbooks™ adapts to your needs with on-demand customizations, so you get the exact features required—nothing more, nothing less.

✓Custom field creation
✓Workflow automation
✓API access for integrations
✓White-label options
✓Industry-specific modules

GST Reports & Tax Ready

Stay tax-ready with auto-generated GST reports. Simplify your tax compliance and reporting.

✓Auto-generated GST reports
✓Tax compliance tracking
✓Financial reporting suite
✓Audit trail maintenance
✓E-filing integration

Zapier Integration

Connect Upbooks™ with your favorite tools via Zapier. Integrate with 1000+ apps seamlessly.

✓1000+ app integrations
✓Automated workflows
✓Data synchronization
✓Trigger-based actions
✓Custom zap creation

AI-Driven Automation

Get smart business insights with AI-driven automation. Automate repetitive tasks and make data-driven decisions.

✓AI-powered insights
✓Predictive analytics
✓Smart recommendations
✓Automated decision making
✓Machine learning models

Inventory Management

Complete inventory management solution. Track stock levels, manage warehouses, and optimize inventory costs.

✓Real-time stock tracking
✓Multi-warehouse management
✓Inventory cost optimization
✓Low stock alerts
✓Barcode and QR code support

What Our Customers Say

Join thousands of businesses already using Upbooks™ to streamline operations and grow effortlessly

👨‍💼

Rajesh Kumar

Business Owner, TechSolutions

"Upbooks has transformed how we manage our business. From tracking leads to generating invoices, everything is seamless. The AI-powered lead segmentation has boosted our conversions significantly."

★★★★★

👩‍💼

Priya Sharma

Finance Manager, RetailPro

"The expense tracking and vendor management features are incredible. We can now monitor expenses in real-time and get paid faster with automated invoicing. It's made our financial operations effortless."

★★★★★

👨‍💻

Amit Patel

Operations Head, StartupHub

"The Kanban system and task management have revolutionized our workflow. Combined with the 360° dashboard, we now have complete visibility into our business operations. Upbooks truly makes running a business effortless."

★★★★★