All solutions
For consultants
Win the project, then run it from the same screen
Track each prospect on a pipeline, send a proposal, collect the deposit and keep the client's messages, tasks and invoices together. You stop searching your inbox for the thread where they agreed.
Sales pipelinesContacts and CRMInvoices, payments and contractsShared inboxReports and analyticsTasks and goals
Your stack, built from the bottom up
What changes for you
A pipeline for proposals
Move each prospect from first call to signed, with a next step on every deal.
Proposals, contracts and invoices
Send a proposal, get a signature and bill the deposit without leaving the deal.
One timeline per client
Every email, text, call and payment sits on the client's page.
Reports on what is closing
See your forecast and how long deals sit in each stage.
Set it up in this order
- 1Create a pipeline with your sales stages
- 2Add prospects from your site form or by hand
- 3Send the proposal and agreement from the deal
- 4Invoice the deposit and track the rest
Questions
Can I send a proposal with my own branding?
Yes. Add your logo and colors in the brand kit and they carry onto proposals and invoices.
Does it track time?
UpStack tracks tasks and goals. It does not replace a dedicated time tracker.
