VutesaA CRM That Fills Itself From Every Conversation
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
One workspace, every record type
The CRM opens on a Dashboard and gives you tabs for Calendar, Pipeline, Leads, Contacts, Companies, Notes and Reminders, and Settings. Leads are people you are still qualifying. Contacts are people you know. Companies group both.
- Convert a lead to a contact when you decide, not automatically
- Search across all record types from one box
- Archived and Deleted tabs keep removed records recoverable
- Shared Leads lets you show a lead to chosen teammates
A pipeline you shape
Define the stages that match how you sell and drag each card forward. Every move is recorded on the timeline. Each stage loads 100 cards at a time with a Load more button, so large pipelines stay fast.
- Rename, add and reorder stages in CRM Settings
- Add a value to a lead and see stage totals
- Start from a pipeline template instead of a blank board
- Bulk remove several cards at once
Everything about a person on one timeline
Open any lead or contact and see what actually happened: meeting booked, rescheduled or cancelled, email opened, link clicked, video watched, form answers, notes, calls and texts. A lead's custom fields, labels, source and attachments sit beside it.
- Booking history with full meeting detail
- Tracked link clicks and video engagement on the person
- Facebook Page comments and reactions as activity
- MySites the person viewed, in the same panel
Activities that keep deals moving
Schedule a call, email, meeting, task or travel from the record. Each activity shows on the CRM Calendar, which also shows booked meetings and your connected Google, Microsoft or Apple calendar events. Mark one complete and it lands in the person's history.
- Pending activities list so nothing goes stale
- Meeting reminders sent ahead of the start time
- Notes and Reminders with search
- Vutesa drafts a follow-up from the person's history for you to review
Bring data in and keep it clean
Import leads and contacts from CSV or XLSX with a column-mapping step and an example file. Labels map to leads and tags to contacts. When duplicates appear, merge two or more records: you pick the primary, and references and history carry over so nothing is lost.
- Imports create leads only unless you choose to create contacts too
- Add your own lead fields and show them as columns
- Optional GoHighLevel connection in CRM Settings
- Export contacts to a complete file, not just the loaded page
Relationships and personality
Record who referred whom and see the connections on a relationship map. Personality profiling gives you a saved profile per person with guidance on how to communicate, which you can download as text, DOCX or PDF.
- Referred By keeps private, directional links in sync
- Profiles are saved to the lead or contact
- Opt-out status is respected by email and SMS
Built for teams
Each member works their own leads and contacts inside the company system. Owners see across the team within their permissions, and Shared Leads controls who else can see a given lead. Plans: Free Company 5,000, Pro Company 100,000 contacts.
- Company owners and team leaders see the downline
- Per-person sharing, limited by Team settings
- Same rules for every member
Who it's for
How it works
Capture
Bookings, forms, events, links, Facebook activity and imports create leads with the source attached.
Organize
Move cards through your own stages, add labels, values and custom fields.
Act
Schedule calls and meetings, send email and SMS from the record, and let Vutesa draft the first line.
Convert
Turn qualified leads into contacts and companies, then target them with campaigns and journeys.
What's included
Leads, contacts and companies
Separate record types with deliberate conversion and merge.
Pipeline and templates
Drag and drop stages with values, plus ready-made pipeline templates.
CRM Calendar
Meetings, activities and external calendar events in month, week and day views.
Timeline
Bookings, emails, clicks, video views, notes and form answers per person.
Import, merge, export
CSV or XLSX in, merge duplicates safely, full contact export out.
SMS Center
Text leads and contacts from a dedicated number, logged on the timeline.
Notes and Reminders
Searchable notes and reminders that sync into your day.
Plan sizes
5,000, 25,000, 50,000 and 100,000 contacts from Free to Pro.
How Upward is different
Explore CRM
Contact Management
Keep every customer, member and prospect in one searchable record with history, notes and follow-up.
Lead Management
Capture, qualify and prioritize leads from every channel before converting them into contacts.
Company Management
Group contacts under the companies they belong to and track relationships at the account level.
Sales Pipeline
Visualize every opportunity by stage and deal value so nothing stalls.
Lead Tracking
Know which page, link, video or form each lead came from — and what they did next.
Contact Timeline
A chronological history of every touchpoint with a lead or contact.
Sales Activities
Schedule calls, meetings, tasks, deadlines, emails and SMS from any record.
Team CRM
One CRM structure for the whole company, with each member working their own relationships.
Frequently asked questions
How many contacts can I keep?
Free holds 5,000, Starter 25,000, Deluxe 50,000 and Pro 100,000. Free Company holds 5,000 and Pro Company 100,000.
Do Bio/Profile Page interactions reach the CRM automatically?
Yes. Bookings, Contact Me submissions, event registrations and tracked link clicks create or update a lead or contact with the source recorded.
Can I import my existing list?
Yes. Upload a CSV or XLSX file, map each column to a field or label, review the preview and import. Leads are created, and contacts only if you choose.
What happens when I delete a record?
Removed records go to Archived or Deleted first, so you can review and restore them before anything is gone for good.
Can each team member have their own pipeline?
Each member works their own leads and contacts inside the company's shared system, while owners keep visibility within their permissions.
Does the CRM respect opt-outs?
Yes. Contacts who unsubscribe from email or reply STOP to a text are flagged, and sends skip them.
Related
Lead Capture
Leads come from everywhere people engage. Upward records them all in one CRM with the source that brought them in.
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 & SMS
Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.
Automation
Journeys, reminders and scheduled activities keep follow-up moving without a spreadsheet of who to call.
Sales Pipeline
Visualize every opportunity by stage and deal value so nothing stalls.
Upward vs HubSpot
HubSpot is a broad suite of hubs for departments. Upward is one platform that gives every member a page, CRM, scheduling, email, SMS and AI, replicated and white label.
Have a question about CRM?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
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