Run your whole business on one operating system.
UPCRM replaces five disconnected apps with a single platform, clients, invoices, contracts, expenses and team, with an AI that actually does the admin.
No card required · Cancel anytime · Set up in minutes
Every client, one timeline.
Contacts, commissions, renewal dates and conversations in a single view. No more digging through inboxes and spreadsheets to find where a relationship stands.
- All 65+ clients searchable and sortable in one list
- Per-client activity timeline of invoices and events
- AI summaries that catch you up in seconds
An AI that does the admin.
Ask questions in plain language and let UPCRM draft emails, create invoices and surface the numbers that matter, without leaving your dashboard.
- Create invoices and draft emails from a sentence
- Instant answers on revenue, pipeline and clients
- Every action waits for your approval
Create an invoice for Riverside Studio for £450 and email it.
What's my revenue this month?
You're at £18,539 this month, up 14% on last month. 6 invoices are still pending.
Invoicing and VAT, sorted.
Create, send and track invoices, watch what's paid and pending at a glance, and let UPCRM handle VAT reporting so quarter-end stops being a scramble.
- Branded invoices sent and tracked in one place
- Live paid / pending / sent totals
- Automated VAT summaries for your accountant
Know exactly where you stand.
Real-time dashboards pull revenue, pipeline and outstanding invoices into one view, with commission reports and a P&L that's always up to date.
- Live revenue, pipeline and KPI dashboards
- Commission and residual reports
- Always-current P&L and VAT summaries
Five subscriptions. One platform.
Most UK service firms run on a patchwork of tools that don't talk to each other. UPCRM brings them under one roof, with one login and one source of truth.
UPCRMNo bloat. Just the full stack.
Whether you run a consultancy, a trades company or a professional services firm, every tool you need is built in.
AI Assistant
Client Management
Invoicing, Expenses & VAT
Reports & P&L
Meet the founders.
A small, hands-on team building the Business OS we wished we had.
Lucas Moreau
Co-founder & CTO
Leads engineering and the 24/7 AI agent platform. Previously built large-scale automation systems in Paris.
Yuna Sato
Co-founder & Head of Product
Shapes how upCRM feels to use, turning messy back-office work into calm, simple workflows.
Bring your business under one roof.
One Business OS for UK service firms, from first client to final invoice. Start free, no card required.