Organize your relationships
Keep customer and company information structured and accessible.
A clearer way to manage your business
Turn customer relationships into business opportunities.
Organize customer information, manage business offers, and keep commercial relationships moving with UpDeskCRM.
Start with the free tier. Explore the features available to you.
Overview
248Contacts
36Companies
18Offers
Recent activity
A clearer viewYour business relationships
Start for freeGrow when you’re ready
Structured. Connected. Clear.ContactsCompaniesOffersFollow-ups
Your workspace
Everything starts with a clearer relationship.
Bring the information and everyday work around your customers into a more organized workspace.
Leads & opportunities
Capture inquiries, qualify them, and turn interest into tracked opportunities.
Learn moreContacts & companies
Structured records for every person and organization, with full history in one place.
Learn moreOffers & products
Organize offers and connect them to the products and services you sell.
Learn moreSales pipeline
Clear stages, expected close dates, and a shared view of every opportunity.
Learn moreActivities & follow-ups
Notes, calls, and meetings attached to the right record — no follow-up slips away.
Learn moreWorkflow automation
Let routine actions run automatically when records change.
Learn moreEmail integration
Connect your mailbox, reuse templates, keep conversations with the relationship.
Learn moreTeam roles & permissions
Give every teammate the right access — nothing more, nothing less.
Learn moreCustom fields
Shape records around your industry and business logic, not a generic form.
Learn moreHosted & managed
No servers to run — we operate the infra, isolate your data, and roll out updates for you.
Learn moreMade for everyday work
A practical CRM for the work that matters.
01 / CUSTOMERS
Customer information, in one clear place.
Keep customer and company records organized so your team can find the information it needs to work.
Learn moreRecent relationships
NNorthstar StudioBusiness contact
EElevate SystemsCompany
BBrightline GroupNew opportunity
PPioneer WorksFollow-up
02 / COMMERCIAL WORK
Bring offers and related relationships into view.
Keep commercial offer information structured and connected to the relationships around it, using the capabilities enabled in your deployment.
Learn moreNew
In progress
Completed
HOW IT WORKS
A clearer way to work, from day one.
Manage your commercial work
Keep offers and related business information in view.
Move the next step forward
Use the supported activity tools to keep work moving.
Not self-hosted
We run the infrastructure. You focus on customers.
No PHP server, no hosting panel, no sysadmin. UpDeskCRM runs on infrastructure we provision and monitor, with an isolated workspace per account and updates rolled out automatically.
Fully hosted
Sign in and start working. Nothing to install, configure, or update by hand.
Isolated workspace per account
Your data lives in an environment dedicated to you alone — no shared multi-tenant mixing records.
Always on the latest version
We ship improvements and security fixes for you — your team always works on a current CRM without an upgrade project.
SIMPLE PLANS
Start free. Grow when you’re ready.
Begin with the free tier and explore paid upgrades as they become available.
Free
Free
A practical place to start organizing your customer relationships.
- Core CRM access
- Customer and company records
- Essential relationship workflows
Paid plans
Coming soon
More capacity and capabilities as your business grows.
- Plan options in development
- Published limits and features before purchase
- Upgrade when available
Bring your customer relationships into focus.
Start with a clearer view of the people and businesses you work with.