CRM and deals in Uptimo
Sales pipelines, client and contact records, interaction history, and deal tasks — in one workspace without scattered spreadsheets or “who promised what” threads.
Why businesses want CRM inside ERP
Spreadsheets and messenger chats lose leads and blur commitments. CRM captures pipeline stages, amounts, owners, and next steps so everyone sees the same picture.
In Uptimo, CRM is not an island: after a deal closes, tasks and finance continue in the same projects and reports — no export to third-party silos.
What you get feature-wise
Deal cards with stages and filters, links to contacts and organizations, tasks and reminders, participants and project-scoped permissions. Fits sales teams, agencies, and service operations.
Touch history and documents shorten dispute resolution and speed up onboarding for new reps.
Pipeline control without extra reporting overhead
Stage and task summaries help sales leads spot bottlenecks without exporting spreadsheets every Monday.
Technical scenarios — integrations, webhooks, logs — are covered in the docs and on the Integrations & API page.
Before and after: sales without chaos
| Before | After with Uptimo |
|---|---|
| Leads live in spreadsheets and chats — unclear who replied | Deal cards and touch history in one place |
| Promises to the client get lost between managers | Comments and statuses visible to everyone on the deal |
| Leadership learns about problems from the customer | Pipeline stages and tasks surface risks before the client calls |
| Post-sales starts in another tool | Move to projects and finance without exporting data |
Typical outcomes for a sales team
- Fewer “lost” leads because every deal has a clear next step.
- Faster onboarding for new reps: context in the card, not private chats.
- Easier leadership oversight: pipeline and tasks without weekly spreadsheet merges.
These describe typical CRM adoption effects; your metrics depend on process maturity, team size, and how consistently people use the system. We intentionally avoid fabricated growth percentages.
Frequently asked questions
- How is Uptimo different from a standalone CRM?
- Uptimo connects sales with projects, finance, chats, and a knowledge base. A won deal flows into post-sales work without moving data between systems.
- Is it suitable for small businesses?
- Yes: quick start, roles and project-scoped access, and a clear UI. You can begin with one pipeline and expand as you grow.
- Do you support Kanban and lists?
- Yes — boards and stage-based views are supported; tasks and ownership stay visible to the team in near real time.
- How are contacts linked to deals?
- Contacts and organizations tie to deals and projects; communication history preserves context when deals change hands.
Pricing
Free
Для старта — базовая CRM/ERP и операционный контроль без оплаты
- 1 проект для старта
- 1 канбан-доска
- Базовая CRM-воронка и задачи
- Финансовый журнал вручную
- До 2 проверок сервисов
- История проверок 7 дней
- 1 страница статуса
- Без приглашения в команду
- Без виджетов Live Chat
- Без серверного агента
Pro
Для команд — CRM, проекты, чаты и расширенный операционный контроль
- Всё из Free, и ещё:
- До 50 проектов
- До 5 канбан-досок
- До 3 участников в команду
- До 5 виджетов Live Chat на сайт
- Расширенная CRM и командная работа
- Финансы по проектам и категориям
- До 50 проверок, SSL и домены
- 3 страницы статуса
- Серверный агент для 1 сервера
Team
Для бизнеса — больше проектов, ресурсов, команды и White Label
- Всё из Pro, и ещё:
- До 100 проектов
- До 20 канбан-досок
- До 20 участников в команду
- До 50 виджетов Live Chat на сайт
- Больше рабочих пространств для отделов
- До 500 проверок сервисов
- 20 страниц статуса и White Label
- История и инциденты 180 дней
- Мониторинг до 10 серверов
Запустите CRM/ERP за пару минут
Без контрактов и привязки карты. Создайте проекты, добавьте сделки, задачи и команду — так вы быстро оцените единый контур управления бизнесом.