Everything you need to know about UPCRM for UK service businesses.
UPCRM is an AI-powered customer relationship management (CRM) platform built specifically for UK service businesses. It helps you manage clients, invoices, contracts, expenses, and your team — all in one place, with an AI assistant that can answer questions, generate summaries, and automate tasks.
Yes. UPCRM is designed for UK small and medium-sized service businesses, including consultancies, trades companies, professional services firms, and agencies. It includes HMRC-ready VAT tracking, UK-compliant e-signatures, and multi-organization support for franchises.
UPCRM offers a free tier to get started. You can manage clients, create invoices, track expenses, and use the AI assistant. Contact us for pricing on advanced features and team plans.
Yes. UPCRM connects to your Gmail inbox and Google Calendar. You can send emails, schedule meetings, and manage client communications directly from the dashboard without switching apps.
Yes. UPCRM includes VAT tracking and profit & loss reports designed for UK businesses. Export data in formats suitable for your accountant or HMRC submissions.
Yes. You can create contracts from templates and collect legally binding e-signatures online. Clients can sign from any device, and you get a complete audit trail.
The UPCRM Telegram bot lets you receive notifications, add notes, clock in/out for shifts, and manage clients directly from Telegram. It's available 24/7 for quick updates on the go.
Sign up for free at upayments.co.uk. You can create your account, add clients, and start using the AI assistant within minutes. No credit card required to begin.