
UpHillCRM
Everything You Need to Run and Grow Your Business
UpHillCRM brings your leads, communication, scheduling, and automation into one platform, so you spend less time on admin and more time serving customers.
Lead & Contact Management
Capture every lead and keep contact details, notes, and history in one place.
Sales Pipelines
See every deal by stage and know exactly what needs follow-up next.
Email & SMS Automation
Send timely follow-ups and reminders automatically, without manual effort.
Calendar & Appointment Booking
Let clients book online, with fewer missed appointments and no back-and-forth.
Workflow Automation
Automate repetitive tasks so routine work runs in the background.
AI Chatbot Integrations
Answer questions and capture leads from your website around the clock.
Landing Pages & Forms
Build funnels, landing pages, and lead capture forms without a developer.
Reputation Management
Request and collect customer reviews to build trust and local visibility.
Monthly
Annually
Solopreneurs
Self Managed
UpHillCRM
$129/mo
The perfect beginner friendly CRM designed for solopreneurs, looking for an affordable way to organize and grow their business. Start with the essentials and upgrade as your business grows.
Includes:
-
1 user
-
Basic CRM access
-
1 sales pipeline
-
Lead/contact management
-
Calendar booking
-
Social Media & Email Marketing
-
Basic workflow automation
-
Mobile app access
-
1 landing page or funnel
-
Standard contact forms
-
Basic reporting dashboard
-
Self- Service Support
Included Setup:
-
Basic CRM configuration
-
Standard starter templates
-
AI workflow setup
Ideal For:
-
Solopreneurs
-
First time CRM users
Starter
Self Managed
UpHillCRM
$249/mo
Perfect for startups, entrepreneurs, and small businesses seeking an affordable all in one CRM solution.
Includes:
-
1 to 2 users
-
Full CRM platform access
-
Sales pipeline management
-
Lead capture forms
-
Calendar & appointment booking
-
Email & SMS automation
-
AI chatbot integrations
-
Workflow automations
-
Reputation management
-
Reporting dashboards
-
​Mobile app access
-
Social media integrations
-
Standard industry templates
-
Self-service support access
Included Setup:
-
Standard onboarding
-
Basic CRM configuration
-
Template deployment
Ideal For:
-
Entrepreneurs
-
Small service businesses
-
Early stage startups
Premium
Managed UpHillCRM Services
$499/mo
Designed for growing businesses needing operational support and ongoing CRM maintenance without hiring internal staff.
Includes Everything in Starter, Plus:
-
Up to 4 users
-
Part Time Embedded Operations Support
-
CRM maintenance & optimization
-
Workflow troubleshooting
-
Lead pipeline monitoring
-
Monthly optimization reviews
-
Priority support
-
4 premium business templates
-
Automation assistance
Included Setup:
-
Enhanced onboarding
-
CRM optimization setup
-
Standard automation deployment
Ideal For:
-
Growing SMBs
-
Sales teams
-
Service based businesses
-
Companies scaling operations
Managed Service Scope:
-
Includes limited monthly operational support hours.
-
Additional support available through professional services packages.
Elite
Embedded Operations UpHillCRM
$699/mo
Built for businesses seeking higher touch operational support, CRM oversight, and scalable business systems.
Includes Everything in Premium, Plus:
-
Up to 6 users
-
Full-Time Embedded Operations Support
-
Advanced workflow optimization
-
Operational consulting guidance
-
KPI & reporting reviews
-
Sales process optimization
-
AI automation support
-
Priority white glove support
-
6 elite business templates
-
Monthly strategic review sessions
Included Setup:
-
Advanced onboarding
-
CRM systems review
-
Operational optimization setup
Ideal For:
-
Established SMBs
-
Multi team/ multi department organizations
-
High growth companies
-
Businesses scaling operations
Managed Service Scope:
-
Includes structured operational support hours monthly.
-
Additional customization, implementation, and advanced consulting billed separately.
Solopreneurs
Self Managed
UpHillCRM
10% OFF ON ANNUAL
$̶1̶,̶5̶4̶8̶/̶y̶r̶
$1,393/yr
The perfect beginner friendly CRM designed for solopreneurs, looking for an affordable way to organize and grow their business. Start with the essentials and upgrade as your business grows.
Includes:
-
1 user
-
Basic CRM access
-
1 sales pipeline
-
Lead/contact management
-
Calendar booking
-
Social Media & Email Marketing
-
Basic workflow automation
-
Mobile app access
-
1 landing page or funnel
-
Standard contact forms
-
Basic reporting dashboard
-
Self- Service Support
Included Setup:
-
Basic CRM configuration
-
Standard starter templates
-
AI workflow setup
Ideal For:
-
Solopreneurs
-
First time CRM users
Starter
Self Managed
UpHillCRM
10% OFF ON ANNUAL
$̶2̶,̶9̶8̶8̶/̶y̶r̶
Perfect for startups, entrepreneurs, and small businesses seeking an affordable all in one CRM solution.
$2,689/yr
Includes:
-
1 to 2 users
-
Full CRM platform access
-
Sales pipeline management
-
Lead capture forms
-
Calendar & appointment booking
-
Email & SMS automation
-
AI chatbot integrations
-
Workflow automations
-
Reputation management
-
Reporting dashboards
-
​Mobile app access
-
Social media integrations
-
Standard industry templates
-
Self-service support access
Included Setup:
-
Standard onboarding
-
Basic CRM configuration
-
Template deployment
Ideal For:
-
Entrepreneurs
-
Small service businesses
-
Early stage startups
Premium
Managed UpHillCRM Services
10% OFF ON ANNUAL
$̶5̶,̶9̶8̶8̶/̶y̶r̶
Designed for growing businesses needing operational support and ongoing CRM maintenance without hiring internal staff.
$5,389/yr
Includes Everything in Starter, Plus:
-
Up to 4 users
-
Part Time Embedded Operations Support
-
CRM maintenance & optimization
-
Workflow troubleshooting
-
Lead pipeline monitoring
-
Monthly optimization reviews
-
Priority support
-
4 premium business templates
-
Automation assistance
Included Setup:
-
Enhanced onboarding
-
CRM optimization setup
-
Standard automation deployment
Ideal For:
-
Growing SMBs
-
Sales teams
-
Service based businesses
-
Companies scaling operations
Managed Service Scope:
-
Includes limited monthly operational support hours.
-
Additional support available through professional services packages.
Elite
Embedded Operations UpHillCRM
10% OFF ON ANNUAL
$̶8̶,̶3̶8̶8̶/̶y̶r̶
Built for businesses seeking higher touch operational support, CRM oversight, and scalable business systems.
$7,549/yr
Includes Everything in Premium, Plus:
-
Up to 6 users
-
Full-Time Embedded Operations Support
-
Advanced workflow optimization
-
Operational consulting guidance
-
KPI & reporting reviews
-
Sales process optimization
-
AI automation support
-
Priority white glove support
-
6 elite business templates
-
Monthly strategic review sessions
Included Setup:
-
Advanced onboarding
-
CRM systems review
-
Operational optimization setup
Ideal For:
-
Established SMBs
-
Multi team/ multi department organizations
-
High growth companies
-
Businesses scaling operations
Managed Service Scope:
-
Includes structured operational support hours monthly.
-
Additional customization, implementation, and advanced consulting billed separately.
Annual Savings
1 Year Prepaid: Save 10%
2 Year Prepaid: Save 20%
3 Year Prepaid: Save 30%
Custom Enterprise
Tailored CRM & Operational Solutions
Designed for organizations requiring advanced implementation, custom automation systems, industry specific workflows, and strategic operational support.
Custom CRM architecture
Industry specific workflows
Multi location support
API & third party integrations
Advanced automation system
Dedicated onboarding roadmap
Advanced reporting dashboards
Custom operational consulting
Professional Services
Additional Services & Add-Ons
Custom CRM
Implementation
Starting at $500+
Industry Specific Customization
Starting at $1,500+
Team Training
Sessions
Starting at $250/session
Advanced Workflow Automation
Starting at $750+
AI Automation
Setup
Starting at $1,000+
CRM Migration
Services
Custom Quote
Funnel & Landing
Page Builds
Starting at $500+
Pre Recorded Training Packages
Coming Soon

