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UpHillCRM

All in UpHillCRM & Embedded Operations Platform 

 
Flexible Operations Platform Designed for Entrepreneurs & Growing Businesses 

Automate operations, manage leads, streamline communication, and scale your business with an ALL- IN- UpHillCRM platform backed by operational expertise. 

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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

Request Custom Quote

Best for mid-market organizations, franchises, multi-department teams, and complex operational environments.

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

Additional Usage Fees

SMS, phone, AI, website, and third-party communication usage fees are billed separately based on platform usage.

Managed Services Scope:

 Managed services are limited to included monthly support hours. Additional implementation, customization, and consulting services are billed separately.
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