Every Tool You Need to Grow, Working Together
Upward's modules share one CRM. A page view, a booking, a click, a video watched or a review left is a note on a person you can follow up with.
Capture and book
Meetings, events, forms and visitor chat collect leads without retyping anything. Each one writes to the CRM with its source.
- Scheduling and Events
- Forms and Lead Capture
- Vutesa live chat on your page
Follow up and close
The CRM is where it all lands. Email, SMS, campaigns, Dynamic Audiences and Journeys use the same records.
- CRM with pipeline, calendar and notes
- Email and SMS from your own accounts
- Dynamic Audiences and email marketing
- Automation with Journeys
Prove it
Videos, reviews and recent work give visitors evidence, and analytics show which of it works.
- Videos and Vutesa Recorder
- Reviews and Recent Work
- Analytics and file management
Run a team
Replicate the whole system to every member, with a shared calendar, chat and a team page.
- Instant Team Replication
- Team Calendar and Team Chat
- Team pages and white label
Set up with people, not just docs
White-glove onboarding, support and training are included at no charge. In-app guides walk through every module step by step.
- Guided setup for each module
- Help Center and video tutorials
- Vutesa for how-to questions
Explore Features
Bio / Profile Pages
More than a link in bio. Your Upward page showcases who you are and what you do — and connects every visitor action to your CRM.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Dynamic Audiences
A static list is a snapshot of who someone was. A Dynamic Audience is a rule that finds who they are right now.
Email Marketing
Campaigns that go to the right people, because the audience comes from your live CRM and every open and click comes back to the person.
Scheduling
Let people book you from your Bio/Profile Page, a direct link or a chat, with availability you control and a CRM lead for every booking.
Team Replication
Build it once. Give every member their own branded Bio/Profile Page, CRM, calendar, chat and follow-up tools, inside one company system.
Team Pages
Present your whole team on one branded page, with every member linking to their own Bio/Profile Page.
Link in Bio
Put one link in your social profile. It opens a page with your favorite links, your social icons and the things people actually want to do: book time, write to you, watch a video, read a review and save your contact.
Review System
Reviews that keep the relationship. Collect, approve and share reviews on your own page — and turn every reviewer into a CRM contact.
Recent Work
Show your work, share it, and see what it does. Publish completed projects with photos and stories, share each one on its own, and turn interest into leads.
Video Platform
Keep attention where it belongs — on you. Host business videos without ads or competitor recommendations, and turn viewers into CRM contacts.
Video Recording
Record your screen and camera, share instantly and track views with Vutesa Recorder.
File Storage
Store the documents and media you share, control who can open them, and see what happened after you sent them.
AI Live Chat
Vutesa answers your visitors on your Bio/Profile Page, by chat or voice, from what you choose to share, and can book a meeting on your calendar.
Social Sharing
Upward gives every member the same sharing tools: a share sheet with nine apps, QR codes, a digital business card, email and SMS, scheduled social posts and secure file links. Each one is connected to your CRM.
Tracked Links
A normal link gets someone from one place to another. A Tracked Link also tells you whether it was opened, when, from where, and, if you made it for a person, by whom.
Events
Run public and private events with registration, QR passes and reminders, and send every registrant into your CRM.
Team Chat
Your team talks where the work happens. Direct messages, Groups and company Spaces live beside your CRM, Calendar and Bio pages.
Team Calendars
One calendar for the whole team: company events, community events and industry events, each member able to share and register.
Page Builder
Build extra pages by hand, with a guided flow, or by describing what you want to Vutesa, using the same blocks as your Bio/Profile Page.
Digital Business Card
Your card is your Bio / Profile Page. People can save your contact, scan a QR code or open your link, then book time or send a message without asking you for anything.
QR Codes
A QR code on a card, a flyer, a slide or a name tag should lead somewhere you can measure. In Upward, QR codes are built into every share sheet and every Tracked Link.
Analytics
See who visits, where they come from and what they do, then open the person behind the number.
Branding
Keep logos, colors, fonts, products and services in one Brand Kit, and make every member's system look like your company.
Connect Domain
Put your company or member pages on your own web address. Upward connects to your registrar with one click, and your domain is live worldwide in less than 10 minutes.
Forms
Collect what you need on your page, on your own website or at booking, and send every answer to the CRM.
Email & SMS
Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.
Lead Capture
Leads come from everywhere people engage. Upward records them all in one CRM with the source that brought them in.
Automation
Journeys, reminders and scheduled activities keep follow-up moving without a spreadsheet of who to call.
Multi-Touchpoint CRM
Your Bio / Profile Page is the front door. Everything a person does there, and everything you send them, is recorded on one CRM record.
Frequently asked questions
Do I need every module?
No. Start with a Bio/Profile Page and scheduling, and turn on the rest when you need it.
What do the plans include?
Members choose Free, Starter, Deluxe or Pro, with CRM sizes of 5,000, 25,000, 50,000 and 100,000 contacts. Companies choose Free Company or Pro Company.
Is Vutesa included?
Vutesa AI Chat and Recorder are a 3-day trial on Free and included on paid plans.
Is setup help included?
Yes. White-glove onboarding, support and training come at no charge.
Related
Pricing
Plans for members and companies.
Platform
Upward begins with a powerful Bio/Profile Page and connects every interaction to CRM, marketing, communication, content, analytics and team tools.
Integrations
Connect calendars, email, meetings, messaging, social accounts, payments and developer tools so everything stays in sync with your CRM.
White-Glove Support
That is why we onboard you personally, answer every ticket quickly, and train you and your team at no charge. Technology will always have an issue now and then. What matters is how the people behind it treat you.
Have a question about Features?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
Ready to turn every conversation into growth?
Start free, then replicate your system across your whole team.