Run your businesssmarter, not harder.
UPCRM is the all-in-one platform built for UK service businesses. Manage clients, invoices, contracts, expenses, and your team — with an AI assistant that actually helps.
Everything you need to grow
From client management to AI-powered insights, UPCRM gives your team the tools to deliver exceptional service.
Client Management
Track every client, commission, renewal date, and communication in one place.
AI Assistant
Ask questions, generate summaries, create invoices, and manage clients with natural language.
Invoicing & Expenses
Create, track, and send invoices. Log expenses with receipt uploads and VAT reporting.
Contracts & E-Signatures
Generate contracts from templates and collect legally binding e-signatures online.
Gmail & Calendar Sync
Connect your Gmail inbox and Google Calendar. Send emails and manage events from one dashboard.
Telegram Bot
Get instant notifications, add notes, clock shifts, and manage clients via Telegram.
Team & Shifts
Assign tasks, track shifts with clock in/out, and manage team members across organizations.
Reports & P&L
Real-time dashboards, commission reports, profit & loss, and VAT summaries at a glance.
Built for UK service businesses
Whether you run a consultancy, trades company, or professional services firm, UPCRM understands your workflow. No bloat, no complexity — just the tools you need.
- Multi-organization support for agencies and franchises
- HMRC-ready VAT tracking and P&L reports
- AI that reads invoices, classifies expenses, and drafts emails
- WhatsApp and Telegram integration for client communication
- Google Calendar and Gmail sync built in
- Role-based access — owner, admin, assistant, tech
- E-signature contracts with legal compliance
- Complete audit trail for every action
Ready to streamline your business?
Join UK service businesses already using UPCRM to save time, stay organised, and grow faster.
Get Started Now