Turn leads into revenue — effortlessly.
Track prospects, automate quotes, and close deals faster.
Lead-to-order automation for modern sales teams.
Sales dashboards and pipelines
Faster order-to-cash cycles
Fewer billing errors
Higher client retention
Clear revenue visibility
Capabilities
Pipeline overview illustration
Lead & Enquiry Management
Track prospects, categorize leads, and prioritize follow-ups dynamically.
Quotation & Proposal Automation
Convert quotes to invoices in one click and reduce manual effort.
Quote to invoice automation
Order and payment flow
Sales Order & Payment Tracking
Monitor orders, due payments, and automate reminders seamlessly.
Inventory Integration
Real-time product availability reflected in sales orders.
Inventory dashboard
Analytics charts
Analytics & Reporting
Interactive dashboards for revenue trends, client segmentation, and team performance.
Team Collaboration
Assign leads, monitor pipelines, and track progress collaboratively.
Team collaborating on deals
Outcomes
Faster order-to-cash cycles
Fewer manual billing errors
Higher repeat sales & client retention
Clear revenue & cash flow visibility
Why Upbooks for Sales
- Lead-to-invoice automation
- Multi-user team collaboration
- Integrated with inventory & finance
- Real-time visibility on sales & payments
Why Upbooks illustration
Supercharge your sales operations.
Automate lead-to-order workflows and maximize revenue.