Convert faster with
relationship intelligence.

Unified customer lifecycle automation.
From first lead to repeat revenue.

Your entire sales process in one place.
Track every lead. Score them intelligently. Automate follow-ups. Convert faster.

Sales teams spend less time managing data, more time closing deals.

Start Selling Smarter View Demo

✓ 10,000+ sales teams • ✓ Real-time pipeline • ✓ Mobile-ready

Leads100

Qualified60

Proposal35

Negotiation20

Won12

Pipeline value

₹5.2Cr

Win rate

45%

Avg deal size

₹40L

Sales cycle

30 days

Everything to accelerate sales

Five capabilities that drive revenue

Pipeline Tracking & Probability Scoring

See your entire sales pipeline at a glance. Each deal shows probability, estimated close date, and deal value.

Multi-stage pipeline views
Deal probability scoring (0-100%)
Customizable stages
Weighted pipeline value
Historical tracking

AI Lead Scoring & Reminders

Automatically score leads based on engagement, company size, and behavior. Never miss a follow-up.

Auto-scoring algorithm
Smart reminders
Engagement tracking
Hot lead alerts
Lead source attribution

Quote → Order Automation

Convert quotes to orders in one click. Track conversion rate by salesperson and product.

One-click quote conversion
Quote templates
Conversion tracking
Analytics by seller
Auto-email to customer

Automated Email Sequences

Set up email workflows that nurture leads automatically. Personalized, timely, effective.

Email templates library
Trigger-based sequences
Personalization fields
Engagement tracking
Unsubscribe management

Real-time Sales Dashboards

See team performance, individual metrics, and trends. Mobile dashboards for on-the-go insights.

Team performance metrics
Individual seller dashboards
Real-time KPIs
Mobile dashboards
Custom report builder

Pipeline visibility that drives action

Your sales team needs to know:

What deals are close to closing?
Which leads need follow-up TODAY?
Who's on track to hit quota?

Upbooks answers all three instantly.
Real-time pipeline. Live KPIs. Mobile access. Every salesperson sees their own dashboard.

Live pipeline value: ₹12.5Cr
127 active deals in progress
8 deals closing this week
Top performer: Rajesh Kumar (₹45L deals this month)
Team win rate: 43% (trending up 5%)
Average sales cycle: 28 days (down from 35 days)

What sales managers see

Heatmap of deals by stage
Alerts on stalled deals
Rep performance ranking
Forecast accuracy

Leads24

Deal 1

₹12L • 78%

Due 2d

Deal 2

₹12L • 78%

Due 2d

Deal 3

₹12L • 78%

Due 2d

Deal 4

₹12L • 78%

Due 2d

Qualified18

Deal 1

₹8L • 62%

Due 3d

Deal 2

₹8L • 62%

Due 3d

Deal 3

₹8L • 62%

Due 3d

Deal 4

₹8L • 62%

Due 3d

Proposal12

Deal 1

₹6L • 48%

Due 5d

Deal 2

₹6L • 48%

Due 5d

Deal 3

₹6L • 48%

Due 5d

Negotiation7

Deal 1

₹4L • 31%

Due 7d

Deal 2

₹4L • 31%

Due 7d

Won3

Deal 1

₹2L • 100%

Due —

How lead scoring works

We analyze everything

Engagement signals: • Email opens & clicks • Website visits • Content downloads Company signals: • Company size • Industry • Revenue Behavioral signals: • Visit frequency • Page dwell time • Form completions

Intelligent scoring

Our AI considers: • Engagement level (40%) • Fit signals (35%) • Buying intent (25%) Result: 0-100 score 90-100 = SALES READY 70-89 = NURTURE <70 = FOLLOW UP

Automatic actions

Score > 85? → Alert sales team → Trigger email → Assign to seller Score increasing? → Hot lead alert → Escalate priority No engagement? → Re-engagement email → Campaign restart

Manage your pipeline your way

Kanban view for visual thinkers. Table view for data lovers. Drag deals between stages. Update deal details inline. Add custom fields for your business. Filter by owner, probability, close date. Build the exact pipeline that matches how your sales team works.

Multiple views
Drag-drop
Bulk actions
Advanced filtering
Custom stages
Deal templates

Automate the repetitive

Stop asking sales reps to send the same emails over and over. Set up email sequences that trigger based on deal stage or engagement level. Personalize with customer data. Track opens and clicks. Let automation handle follow-ups. Sales teams focus on relationships.

Stage triggers
Follow-ups
Re-engagement
Win/Lose sequences

Data-driven sales management

See who's on track. Who needs support. Who's exceeding targets. Real-time dashboards update as deals move. Mobile dashboards for field teams. Forecast accuracy improves when you have real-time visibility.

Rep quotas
Pipeline health
Win/Loss ratio
Cycle trends
Product revenue

360° customer view

Click on any customer or deal. See complete relationship history. All emails with them (logged automatically). All calls & notes. All prior orders & invoices. Never repeat information. Build stronger relationships.

Emails & calls
Proposal history
Order history
Preferences
Next follow-up

From messy spreadsheets to ₹50Cr pipeline

How a B2B SaaS sales team transformed using Upbooks CRM

The Problem

Sales team of 25 reps. Each using their own system. Spreadsheets. Gmail. Sticky notes. Leadership couldn’t see real pipeline. Reps couldn’t track progress. Forecasting was guessing. Follow-ups were missed. Team hit 30% of quota. Revenue was unpredictable. ❌ No single pipeline view ❌ Manual data entry errors ❌ Missed follow-ups ❌ Inaccurate forecasts ❌ No performance visibility

The Transformation

Migrated to Upbooks CRM. Integrated with email (auto-logging). Set up lead scoring. Created email automation sequences. Built sales dashboards. ✅ All 25 reps onboarded in 1 week ✅ Historical data imported ✅ Automated email logging started ✅ Custom pipeline created ✅ Dashboards deployed

Real Results

📈 Pipeline visibility: Increased 300% (From unknown to ₹50Cr visible pipeline) 🎯 Win rate: Improved from 28% to 42% (Better lead qualification & follow-up) ⏱️ Sales cycle: Reduced from 90 to 60 days (Faster deal progression) 💰 Revenue: ₹20Cr → ₹32Cr in 12 months (60% growth, same team size) ⏰ Admin time: 15 hours/week saved (Reps selling, not data entry) Forecast accuracy: 92%

Outcomes that matter

42%

Win Rate Improvement

Better lead qualification + faster follow-ups = more closed deals.

Lead scoring identifies best prospects
Email automation keeps deals warm
Sales teams follow up faster
Better deal progression visibility

30 days

Shorter Sales Cycle

From discovery to close in 30 days (was 90 days).

Automated lead nurturing
Instant proposal generation
Quick customer follow-up
Deal acceleration visibility

₹50Cr

Pipeline Visibility

Crystal clear pipeline enables accurate forecasting and confident planning.

Real-time pipeline updates
Deal probability accuracy
Confidence in forecasts
Resource planning based on data

Why choose Upbooks CRM?

Feature	Manual CRM	Salesforce	HubSpot	Upbooks CRM
Setup Time	8 weeks	12 weeks	3 weeks	1 week ✅
Implementation Cost	$50K+	$100K+	$15K+	$2K ✅
Learning Curve	Steep	Very steep	Moderate	Easy ✅
Email Auto-logging	Manual	Limited	Yes	Yes ✅✅
Pipeline Integration	None	Yes	Yes	Native to ERP ✅✅
Lead Scoring (AI)	No	Limited	Yes	Yes ✅
Sales Performance Dashboards	Manual	Yes	Yes	Yes ✅✅
Automation (Workflows)	No	Limited	Yes	Advanced ✅✅
Price per Seat	N/A	$165/mo	$50/mo	$8/mo ✅
Total Cost of Ownership	Very high	Extremely high	High	Low ✅
ERP Integration	No	Limited	No	Native ✅✅
Indian businesses focus	No	No	No	Yes ✅✅

Sales tools that integrate

Gmail, Outlook, Microsoft 365

What syncs: Emails auto-logged to deals/customers

Complete email history in CRM

Calendar

Google Calendar, Outlook Calendar

What syncs: Meetings logged to deals, reminders set

Never miss a meeting

Video Calls

Zoom, Google Meet, Microsoft Teams

What syncs: Call recordings linked to deals

Searchable meeting records

Payments

Razorpay, Stripe, PayPal

What syncs: Deals → Orders → Payments → Invoices

Complete revenue tracking

Communication

Slack, WhatsApp, Teams

What syncs: Deal updates, alerts, notifications

Sales team stays informed

Start with templates

B2B Enterprise Sales

Best for: Enterprise deals

Pipeline: 6-stage (Discovery → Closed)

SaaS Sales

Best for: Trial to paid

Pipeline: Trial → Conversion

Real Estate Sales

Best for: Property pipeline

Pipeline: Leads → Site visits → Offer

Services Sales

Best for: Projects & proposals

Pipeline: Scope → Proposal → Contract

Direct Sales

Best for: Quick 3-stage

Pipeline: Leads → Qualified → Won

Channel Sales

Best for: Multi-partner

Pipeline: Registration → Deal → Rev share

Inside Sales

Best for: High-volume

Pipeline: Leads → Hot → Closed

Enterprise Account Management

Best for: Account-based

Pipeline: Discovery → Approval → Closed

What sales leaders say

★★★★★

“Upbooks CRM gave us visibility we never had. Our forecast accuracy went from 35% to 92%. Sales team loves the simplicity.”

Vikram Singh

VP Sales • B2B SaaS Company (₹100Cr revenue)

92% forecast accuracy

★★★★★

“We migrated from Salesforce. Setup was 1 week vs 3 months. Cost is 10x lower. Performance is better. Best decision ever.”

Priya Verma

Sales Director • Enterprise Services (₹200Cr)

10x cost savings

★★★★★

“Lead scoring eliminated our guesswork. Sales team now focuses on hot prospects. Pipeline health is transparent. Revenue is up 35%.”

Arjun Nair

CEO • Mid-market Software (₹50Cr)

35% revenue growth

Sales plans that scale

Sales Starter

₹5,000/month

1-5 sales reps

Basic pipeline tracking
Email logging (Gmail/Outlook)
Lead scoring
2 custom fields
Basic dashboards
Email support

Choose plan

Sales Professional

CRM FAQs

How long does it take to set up CRM?

First pipeline set up takes 1 day. Full team onboarding takes 1 week. Automated email logging starts immediately.

Can we import data from our current CRM?

Yes. We handle migrations from Salesforce, Pipedrive, HubSpot, and others. Includes full data mapping and validation.

How does lead scoring work exactly?

AI analyzes engagement (email opens, clicks), company fit (size, industry), and buying signals. Produces 0-100 score. 90+ = sales ready.

Can sales reps use CRM on mobile?

Yes. Native iOS/Android app with full functionality. Works offline. Syncs when connected.

How do we prevent data entry errors?

Email auto-logging eliminates manual entry. Workflow automation fills standard fields. Field validation prevents bad data.

Can we customize the pipeline?

Completely. Add stages, rename them, set probability %, define automation triggers for each stage.

How’s performance tracked?

Real-time dashboards by rep and team. Tracks quota %, pipeline %, win rate, sales cycle, forecast accuracy.

What if we need custom integrations?

REST API available. Webhooks for real-time sync. Can integrate with almost any business system.

Ready to sell smarter?

Join 10,000+ sales teams closing deals faster with Upbooks CRM.

Start 14-Day Free Trial Schedule Sales Demo

✓ 14-day free trial • ✓ Full features • ✓ No credit card • ✓ Setup in 1 day

Trusted by 10,000+ sales teams across India

Convert faster with relationship intelligence.

Everything to accelerate sales

Pipeline visibility that drives action

How lead scoring works

Manage your pipeline your way

Automate the repetitive

Data-driven sales management

360° customer view

From messy spreadsheets to ₹50Cr pipeline

Outcomes that matter

Why choose Upbooks CRM?

Sales tools that integrate

Start with templates

What sales leaders say

Sales plans that scale

CRM FAQs

Ready to sell smarter?

Convert faster with
relationship intelligence.