Orders
Orders management with Upp is a real pleasure. Laconic interface with no useless fields, adapted for smartphones, allows you to add data on-the-go, wherever you are.
We reinvented the CRM flow to reduce the number of your actions. In Upp you don’t need to create a “client” — you create a deal right away. Regular customers' data will be taken from his previous orders automatically. This is the real game changer.
Leads management with long sales cycle support
Unique Upp interface allows you to control every potential client and don’t miss a thing.
Add leads manually in seconds. Automatically collect leads from your website and built-in online booking webforms.
For long sales cycle we have a special postpone feature. After having a talk with a client you can postpone the lead — Upp will notify you to contact him again in the future.
Integrated orders management
Nothing extra, just what you need. Fully customizable order fields and statuses. Fast search. Minimalistic order details interface, adapted for smartphones.
Order card provides flexible payments and expenses management, lightning fast goods stock updates.
Create invoices and other documents with a few taps. Upload photos and other files related to the order. Easily add order related tasks and memos.
The power of notifications
- push
- SMS
For you and your staff: Get notified of new leads and all events with orders.
For your clients: Keep clients updated regarding their orders by WhatsApp, SMS and email.
On status change: For instance, send courier details when order status is changed to Delivery.
On order finish: Ask your client to leave a review when the order is completed.
After-sales: Send special offer or a coupon to attract repeat sales.
Flexible settings
Everything you want: great variety of events, custom notifications text and behavior.
A lot of useful stuff
Multi-business
Manage all your businesses in one Upp account.
Leads import
Add leads in a bulk from your Excel spreadsheets.
Individual and corporate orders
When new deal (lead or order) is created, Upp checks the whole database and fills missing data from previous orders. Individuals are identified by phone number while TIN or other ID can be used for legal entities.
Grouping / tagging
Crucial feature for schools, fitness instructors, coaches and tour guides. Group your orders and manage them in bulk: change status, update order items, send payment requests, add to schedule.
Remaining visits counter
Crucial feature for memberships accounting. Track remaining prepaid visits of your clients.
Click to chat
Begin chat with your clients via WhatsApp or Telegram in just one tap, without adding them to contacts.
Order items suggestions
Order items may be suggested from your Upp warehouse or a price list.
Fields suggestions
You can create custom order fields with predefined values.
Deadlines
Special deadline field allows you to prioritize orders by due date.
Color labeling
You can assign a color to the order or lead to highlight it.
Orders map
Setting order location on Google map allows you to easily build routes and view several orders on one map to optimize logistics.
Search by picture
In some cases it's more convenient to identify order by picture. For instance, wheel painting. We got you covered!
Country settings
Flexible configuration for date and time, currency, phone number and legal entity ID formats. Tax inclusive and tax exclusive pricing.
Access & visibility settings
Besides standard access options (view / edit all), you can restrict access to specific items (for example, to hide one manager's deals from others) or hide all financial information for some users (for instance, storekeepers don't need to know the prices).
Flexible payment
Prepayment or partial payment support. You always know the surcharge amount.
Stripe and PayPal integration
Send order prepayment / payment links to your customers and track Stripe / PayPal payment status automatically. The link can be sent automatically by WhatsApp, SMS or email.
Expenses accounting
Keep all your order expenses in one place. For example, salary payouts and delivery cost.
Piecework support
Automatically calculate piecework wages. It can be fixed payouts per order or some percentage of order total price or order profit.
Stock updates on-the-go
Warehouse items added to order list can be instantly written off.
File uploads
You can store some files related to the order, for example photos of a car before and during repair, or some documents.
Instant invoicing
Just two taps to create an invoice or any other document.
Tasks
Create memos and tasks related to the order and assign them to your colleagues.
Auto-repeat sales
After order completion, Upp can ask you to automatically create new lead in the future. When the time comes, Upp may send automatic SMS or email to your client (containing some special offer). You will see new lead and understand it's a potential repeat sale.
Quick analytics
If being used correctly, Upp can tell you exact business profit for a given time interval.
API integrations
Get new leads automatically from your Tilda website or any other side service using webhooks.
Data export
All data can be saved to Excel spreadsheets. Besides orders and leads, clients database may be exported as well. Upp will group all completed orders by phone number or company ID and provide you complete list of customers and earnings from them.
Logging
Every update is saved in log so you can easily figure out who messed up.
The value
- Well-structured data
- Always at hand
- Secure storage by Google
- Easy to use, search and analyze
- Multi-user access
- Time economy on automation
- Better customer experience
- Clients satisfaction
- Earnings growth
10-day free trial. All features available. No credit card needed.