UPCRM Features for UK Service Businesses
Everything you need to manage clients, invoices, contracts, and your team — with AI that actually helps.
Client Management
Track every client with company details, merchant references, renewal dates, and commission history. Import clients from Excel, manage status (lead, active, paused), and get AI-powered summaries.
AI Assistant
Ask questions in plain English. Generate client summaries, draft invoices, classify expenses, and get insights. The AI understands your business context and learns from your data.
Invoicing & Expenses
Create and send invoices, track payments, and log expenses with receipt uploads. HMRC-ready VAT tracking, profit & loss reports, and export for your accountant.
Contracts & E-Signatures
Generate contracts from templates. Collect legally binding e-signatures online. Clients sign from any device — no printing or scanning required.
Gmail & Google Calendar
Connect your Gmail and Calendar. Send emails, schedule meetings, and manage client communications from one dashboard. See calendar events alongside client data.
Telegram Bot
Get instant notifications, add notes, clock shifts, and manage clients via Telegram. Available 24/7 for quick updates when you're on the go.
Team & Shifts
Assign tasks, track shifts with clock in/out, and manage team members. Role-based access (owner, admin, assistant, tech) with granular permissions.
Reports & P&L
Real-time dashboards, commission reports, profit & loss, and VAT summaries. Export data for accounting and compliance.
Ready to try UPCRM?
Join UK service businesses using UPCRM to save time and grow faster.