Upbooks vs Top Business Software

Yes — Upbooks is designed as an all-in-one platform that combines Accounting, CRM, Sales, Purchase, HR, Projects, Inventory, Finance, and more in one unified system. You don't need separate apps for finance, CRM, operations, and tracking.

Upbooks supports both simple and advanced campaigns. You can create campaigns with Google Tag Manager, Google Analytics scripts, Meta Pixel, LinkedIn scripts, and custom fields. You can also generate and share custom campaign links to track performance across different channels.

Upbooks provides comprehensive lead management with segmentation capabilities. You can create different lead segments, assign segments to leads, and use a Kanban board with drag-and-drop functionality to track lead progress through different stages of your sales pipeline.

Yes, Upbooks includes a full HR module with employee profiles (documents, bank details, contact info), payroll management (single and bulk uploads), leave tracking with approval workflows, employee spends and reimbursements, and asset management with EMI-based recovery options.

Upbooks offers complete inventory management including stock tracking, inventory ledger, stock transfers between locations, purchase orders based on projects or services, and integration with vendors. You can also manage product categories, brands, and assign products to specific projects.

Upbooks provides robust project management with Kanban boards per project, multiple boards per project, custom workflows, custom fields and columns, project overview dashboards, timeline (Gantt-style) graphs, and tasks that can be linked to projects or created as standalone tasks.

Yes, Upbooks supports integrations including Razorpay for payments, Zapier for connecting to thousands of apps, and API keys for custom integrations. You can also manage backups and even host your website using the built-in website builder.

Upbooks includes a modern tax system with custom tax management. You can configure GST and VAT settings, apply tax rules to vendors and clients, and generate tax-compliant invoices and reports. Tax configurations are available at both vendor and client levels.

Yes, Upbooks supports multiple accounts for payments with account ledger and transfer capabilities. You can also manage multiple branches and warehouses, with department management and role-based access control to ensure users only access the modules they need (HR, Sales, Finance, etc.).

Upbooks provides comprehensive sales reports based on clients, products, product categories, services, time periods (month/quarter/year), country, and HSN codes. Each module has its own overview dashboard with interactive charts and graphs, and you can apply advanced filters (daily, weekly, monthly, yearly) to analyze data.

Yes, Upbooks supports import and export functionality in both PDF and CSV formats across all modules. You can export reports, invoices, purchase orders, and other documents, and import data for bulk operations like payroll, products, and clients.

Upbooks provides a complete sales workflow: Create leads and assign segments → Run campaigns to generate enquiries → Convert enquiries to proposals → Create sales orders (linked to proposals, salesperson, PO number) → Generate invoices from sales orders → Record payments received against invoices with multiple account support and account ledger tracking.

Upbooks offers extensive customization including custom fields and columns in projects, custom workflows, custom service types (hourly, weekly, etc.), invoice/proposal/credit note templates, purchase and debit note templates, default naming conventions, and custom tax configurations. You can also create custom campaign fields and segments.

Yes, Upbooks offers a free plan that includes basic features like sales orders, invoicing (limited), expense management, finance & accounting, and document storage (0.5GB). You can start free and upgrade to Basic, Startup, or Growth plans as your business grows.