Overview
Work your way through the procurement method using workflow management tools that include estimating, quotation, version tracking, and other important features.
Project Acquisition & Quotation
The acquisition stage starts with an enquiry and finishes with a sales order. You can start department-wise estimating, which would result in the auto-creation of quotes with all expenses combined.
Project Budget Definition
Budgets are estimated based on resources, equipment and machinery, and subcontracts, with notifications if costs exceed the specified limit.
Payment & Revenue Recognition
The system triggers payments in the respective accounts. The revenue recognition process establishes revenue accounting conditions and reflects the monetary amount generated.
Our Plans
Plans for all kinds of businesses
Choose what's best for your organization and pay only for what you want to use.
*Prices are exclusive of taxes
Free
Perfect for getting started
/ Month
- ✓Sales Order & Invoicing
- ✕Vendors & Purchase Orders
- ✓Expense Management
- ✓Finance & Accounting
- ✓Centralized Documents Repository
- ✓Advanced Reports
- ✕Automated Reminders
- ✕API Key
- ✕Invite Teammates
- ✓0.5 GB Storage Included
- ✓Expense Tracking App
- ✕Projects Management App
- ✕Employee Connect App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Basic
For small teams
/ Month (Billed annually)
Billed yearly- ✓Sales Order & Invoicing
- ✓Vendors & Purchase Orders
- ✓Expense Management
- ✓Finance & Accounting
- ✓Centralized Documents Repository
- ✓Advanced Reports
- ✓Automated Reminders
- ✓1 API Key Included
- ✕Invite Teammates
- ✓2 GB Storage Included
- ✓Expense Tracking App
- ✕Projects Management App
- ✕Employee Connect App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Startup
For growing teams
/ Month (Billed annually)
Billed yearly- ✓Everything in Basic
- ✓Leads & Enquiries
- ✓Inventory Management
- ✓HR & Payroll Suite
- ✓Add upto 50 Assets
- ✓Projects & Tasks
- ✓Dynamic Dashboards
- ✓2 Branches
- ✓1 Warehouse
- ✓5 Backups per Month
- ✓Invite upto 3 Teammates
- ✓5 GB Storage Included
- ✓Projects Management App
- ✓Notekeepr By Upbooks™
- ✕Custom Domain
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓Unlimited Employees
- ✓Unlimited Assets
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓Invite upto 5 Teammates
- ✓10 GB Storage Included
- ✓Employee Connect App
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
Contact SalesWhat's included:
Looking for something else? Choose a custom pricing model and pick the right products from our suite.
Upbooks™ offers various whitelabel options so you can purchase license and pay additional for customizations to craft your very own ERP solution that is only available to you. To learn more about license fee or customizations, please contact our sales team.
Contact Sales
Platform Add Ons
Add Ons
Additional Users
$9 per user per month
Additional Storage
$2 per GB per month
Task Management
This feature focuses on task management and provides users with a tool to streamline their workflow. The module includes features such as task creation, assignment, and prioritization, along with options for task tracking and progress monitoring. Users can also set deadlines, add comments, and attach files to tasks, making it easier to manage their workload.
Project Management
The central feature of the project management page, providing users with a comprehensive platform to manage all aspects of their projects. This feature includes tools for project planning, scheduling, resource allocation, risk management, budgeting, task management, collaboration, and reporting.
Resource Management
This feature focuses on resource management and provides users with a tool to efficiently allocate project resources. The module includes features such as resource planning, resource allocation, and resource utilization tracking. Users can also set up alerts and notifications to ensure that resources are being used effectively.
Track Operations with Precision
Comprehensive Operations Management
Manage day-to-day operational tasks, resource allocations, and progress updates effortlessly.
Customizable Operations Templates
Use predefined templates to ensure every operational task is aligned with your goals.
Simplify Project & Task Management with Unmatched Flexibility
With flexible templates, task management, and real-time collaboration, Board by Upbooks adapts to every department.
With flexible templates, task management, and real-time collaboration, Board by Upbooks adapts to every department.
Real-Time Collaboration for Cross-Functional Team
Collaborate Across Departments
Operations, finance, and strategy teams can work simultaneously, stay updated in real time, and share progress on tasks.
Custom Notifications
Receive alerts and updates across different areas—whether it's a new invoice, project milestone, or operational bottleneck.
Seamless Project Creation and Ownership
Project Owner
The project creator is designated as the owner, with exclusive rights to edit or delete the project.
Budget & Templates
Set project budgets, choose from pre-configured templates, and customize them to fit your needs.
Client & Participants
Easily add clients and participants for smooth collaboration.
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