Features / CRM/Pipelines

CRM, Pipelines & Opportunities that help you close more deals faster

Imagine the power you get when all the info. and history of a contact’s engagement with your brand becomes available to you instantly before your next engagement with the prospect. The likelihood of closing the deal exponentially increases.

You get fully functional sell-ready install, uniquely customized for your business 🤩

uplevel1 CRM/Pipelines replaces HubSpot, Pipedrive, ActiveCampaign etc.

Why Do I Need CRM/Pipelines?

Managing contacts, opportunities and engagement in a sane manner on scale is virtually impossible without CRM. It becomes your best tool to closing deals and engaging contacts where they are in the process (not where you’d like them to be).

Upleve1 helps you decide what opportunities are close to a deal and which are still too cold to waste your time with them...x1000.

Advantages Of Having CRM/Pipelines on uplevel1

Automatic Lead Scoring

Uplevel1 offers you a way to define lead scoring rules and automatically apply them to contacts as they ‘move’ through your website/funnels/emails, etc.

It helps you ‘pop’ the most hot leads you could focus on through email/sms/chat/call and leave the rest to be ‘warmed up’ a bit more before contacting them. True game changer if you need to know who to contact as you don’t have to do it manually anymore (although you can if you want to).

Workflow Integration

CRM is (like everything else) cross-integrated with other features of uplevel1.

Automatically create Opportunities when contact/leads/customers perform certain actions, create Tasks, Score Leads, etc.

Unlimited Team Members & Pipelines

Unlike other CRM providers, uplevel1’s CRM is simple to use and doesn’t limit you by the number of team members or pipelines you can have (leads, partners, customers, by products/service, etc.) Have as many as your workflow requires to run your expert business optimally.

Send 1:1 Emails directly from Contact

No need to switch back-and-forth between your email (ie Gmail/Outlook etc.) just to send & read emails from your contacts. Our 2-way integration with email enables you to send 1:1 emails directly from Opportunity/Contact. You can send more emails/messages this way.

Mobile App

Manage all your Pipelines, Opportunities & Contacts from your phones on-the-go and engage with them when you have time. No need to chase contacts around anymore. Know exactly contact’s engagement with you, appointments, purchases, chat and complete history with your brand before you contact them (via email/sms/chat/call). Have all the info you need to close the next deal fast.

Reports

Know who, what, when, etc. for all your pipelines, team members, etc. Business intelligence at your fingertips.

...and much more!

Join the movement

Try uplevel1

45 days Risk-free!

Join 100,000+ creators and entrepreneurs who are actively using uplevel1 to easily get their products and their message out to the world!

You get fully functional sell-ready install uniquely customized for your business 🤩

Instantly stand out like top 1% of leaders

Use what THEY use...but for a friction of a price

Get a high-converting modern website done-for-you.

Convert visitors into leads, calls, sessions, paying customers, etc.

Transfer your expertise trough paid or free digital course(s)

Email/SMS Marketing done way better

Create powerful automated workflows to automate your marketing, selling & delivery

Increase average order value (AOV) and maximize profits

Create and moderate a thriving community/tribe

Create a blog that positions you an expert in your industry

Improve your results by running A/B tests on your funnels or email campaigns

All conversations between prospects/customers and your business in ONE place

eCommerce store with storefront for your physical products

Manage your business on the field from your phone

Manage your reviews from one central place

Schedule, publish & manage all your SM Content from one place

Scheduling Session Calls, Renting Equipment, Filling Classes, etc. is a breeze.

Know exactly which leads are pre-sold HOT & who needs more nurture

Treat people like Humans, not numbers

Tasks help you keep your promises at scale

Send Invoices that get paid, payment reminders, etc.

Scale your business with the help of partners

Automatic & Templatized Pro. Contracts signed by your customers & partners

Unified access for your members & partners

Get all the data you need to grow your business

Integrate a variety of popular tools with uplevel1

You getting it all is not even the best news!

We set everything for you!...wait waaaat?! 🤩

Simply unmatched...How can you pass this?

What are you waiting for?

You get fully functional sell-ready install uniquely customized for your business 🤩

Detailed & supportive experience

How working with us looks like?

Everything below is custom tailored & unique to you and your business, not a one-size-fits-all template, and we build it with you. You don’t get this anywhere else.

1) You fill in short survey

Based on your responses, we audit your current website (if you have one) & business, to nail down conversion improvements & fast results boosters that make your eyes light up on the Clarty Call (next step).

2) We get on a short 1:1 call to iron out 'unknowns'

We hop on a Clarity Call to answer your questions & expand on your survey responses to better understand your context. Together, we decide what actions should be taken first for better & faster results, including when and how to execute them. Our clients often refer to this call as "pure gold."

3) We set up your uplevel1 & make sure all is set correctly

We get to work and migrate your stuff to uplevel1. It takes from 1-14 days, depending on the complexity of your current setup. In case you’re new, your new website is delivered in 1-3 business days. When we’re done, we get on Review Call to check if all is as it should be, and if it is, we publish your improved “website” live (marketing, selling & delivery machine.)

4) We keep your new "Website" fresh & updated

In time, you’ll add/remove/change stuff; pages, offers, elements, services, etc. that you’d like to have reflected on your uplevel1 website. You simply send a request to us and we’ll publish this for you fast. No need to stress about tech, design & whatnot. Focus on your expertise, serving your customers & clients best.

You can check exact Website Migration & Management Terms here so see what’s included.

…we make it almost impossible to fail at owning new remarkable high-converting "website"!

Join the movement

Try uplevel1

45 days Risk-free!

Join 100,000+ creators and entrepreneurs who are actively using uplevel1 to easily get their products and their message out to the world!

You get fully functional sell-ready install uniquely customized for your business 🤩

You still haven't started your 45-Day Risk-Free trial...

You've Got Questions About CRM/Pipelines?

We’ve got answers. If we left something important out, let us know in the chat.

What 45 Days Risk-Free Trial encompasses? What do I get? 🤟

uplevel1 ‘Trial Experience’ is remarkably different from what you’re used to.

Other platforms offer x-days Trials where you give your data, get access to software and are left to figure things out on your own. You click here, there, watch this tutorial, that tutorial. I mean it’s just sad. How can you decide if something is for you if it’s not even set up correctly?

You can’t.

With uplevel1, we set up a complete system for you to try. Customized uniquely to your business.

And not just “try”, but actually use it for your real business for 30 days (a few days are for setup & stuff). You can make sales. Converse with leads. All that jazz.

We’ll connect it to your prefered domain. Setup payment processor for tests (you'll be able to purchase producs, get access to community, get emails), etc.

And not only that, we’ll even give you pre-set recipes activated & live, so they’ll work out-of-the-box!

You get things like Automated Workflows, Calendars, Email Campaigns, Affiliate Program, Sales Funnels, Website, etc.

So not only will everything work as it should, but you’ll also know how to use it all for your needs.

If that’s not worth trying uplevel1 by itself, we don’t know what is.

It’s the best hands-on, turn-key complete Trial on the planet.

Heck...upon your request, we can even connect your real payment data in there so you can use uplevel1 for doing real business for 30 days (accepting real payments to your Stripe, Paypal, etc. Delivering real courses, digital products, etc. Generating real leads, etc.)

If after 45 days you don'l love it? We'll refund your initial deposit and part ways like best friends. No fuss.

If after 45 days you'd like to continue using uplevel1? We'll help you fine-tune everything to your exact needs even further (help with migrations and stuff).

Will uplevel1 Team help me migrate my Pipelines, Opportunities & Contacts into uplevel1?

Yes, absolutely!

You likely already use CRM already with a bunch of opportunities and leads.

Uplevel1 Team will jump into your current setup and check if CRM can be migrated. Then migrate all to uplevel1 if & when you greenlight the process.

If I have more questions, is there someone I can talk to?

Yes, aboslutely!

We have a first class support team who can answer your questions. Just click on the "chat bubble" on the bottom right of any of our pages and ask. We’ll guide you from there.