UpStackCRM
All features

Make everything look and sound like you

Add your logo, colors, fonts and the way you write. Emails, pages, the student portal and the assistant all pick them up. Agencies can keep a separate brand for each client.

The UpStack CRM dashboard

Replaces brand guideline pdf no one opens.

What you can do

Logo, colors and fonts

Set them once.

Brand voice

Write what your tone is and what to avoid. The assistant follows it.

Used everywhere

Emails, pages, forms, the portal and certificates.

More than one brand

The Scale plan supports several brands in one account.

Contact details and footer

Your address and unsubscribe footer fill in automatically.

Templates

Save email and message templates for your team.

Setting it up

  1. Build with it

    New emails and pages use it from the start.

  2. Describe your voice

    A few lines on how you sound.

  3. Add your basics

    Upload the logo and pick your colors.

Questions

Works with email and text campaigns, pages and funnels and ai assistant.

Can I have different brands for different clients?

Yes, on the Scale plan.

Does it change what I have already made?

Colors and fonts update on existing pages that use the brand.

Click around a real account

The demo opens a sample coaching business with contacts, deals, a course, bookings and invoices. No sign-up, and it erases itself when you leave.