BY TEAM
Marketing, Sales, Product, Ops / Procurement, IT, HR
- Marketing
- Sales
- Product
- Ops / Procurement
- IT
- HR
BY SIZE
Solopreneurs & Freelancers, Enterprises, Growing Businesses, Startup
- Solopreneurs & Freelancers
- Enterprises
- Growing Businesses
- Startup
BY INDUSTRY
Retail, Wholesale & Trading, Construction, Manufacturing, Services & Agencies, Logistics & Distribution, Hospitality & F&B
- Retail
- Wholesale & Trading
- Construction
- Manufacturing
- Services & Agencies
- Logistics & Distribution
- Hospitality & F&B
Why teams choose Upbooks Solutions
A unified platform that connects your work, data, and decisions
Integrations
Connect tools and channels for a single source of truth across teams.
Automations
Eliminate repetitive work with rules and workflows that scale.
Analytics
Measure outcomes across channels with advanced dashboards.
Security & compliance
Role-based access, audit trails, and compliance-ready reporting.
Support & onboarding
Dedicated onboarding and support so your team gets up to speed fast.
Single platform
One place for finance, sales, operations, and reporting—no more silos.
Integrations
Plug into your stack — payments, CRM, productivity, marketing, and more
RazorpayVia ZapierWhatsAppVia ZapierWatchimpVia ZapierSlackVia ZapierSalesforceVia ZapierHubSpotVia ZapierGoogle SheetsVia ZapierNotionVia ZapierTrelloVia ZapierAsanaVia ZapierMailchimpVia ZapierGoogle FormsVia ZapierFacebook Lead AdsVia ZapierGoogle AdsVia ZapierStripeVia ZapierPayPalVia ZapierShopifyVia ZapierWooCommerceVia ZapierZoomVia ZapierGoogle CalendarVia Zapier
Marketing
team
Own the numbers behind every campaign—budget, spend, and revenue impact—in the same system as your finance team.
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Sales
team
Quote, close, invoice, and get paid without switching tools. Leads, deals, proposals, orders, and receivables in one place.
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Product
team
One source of truth for what you sell, what it costs, and what you earn—with reports that product and finance both trust.
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Ops / Procurement
team
Track stock across branches, manage inwards and shipments, process vendor bills and item receipts, run purchase orders, control expenses, and coordinate delivery — all flowing into one ledger.
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IT
team
Centralize software spend, vendor payments, and internal billing with clear audit trails and tax compliance.
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HR
team
Org charts, onboarding, Employee Connect, payroll, leave, assets, TalentFlow, and UpLog timesheets — built for HR teams.
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Enterprises
size
Multi-entity structure, RBAC, Prism FP&A, full audit logs, API sandbox, multi-jurisdiction tax, UpDocs, and dedicated onboarding.
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Growing Businesses
size
Multi-branch inventory, procurement with 3-way matching, HR & payroll, expense approvals with spend policies, bank reconciliation, and QuikBilling POS & ecommerce.
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Solopreneurs & Freelancers
size
Invoicing, LeadTrackr, UpLog, clients, expenses, catalogue, basic books, finance automation, and reminders — all on the free plan.
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Startup
size
Create proposals and invoices quickly, track leads and deals, and record expenses and payments in one place. No spreadsheets for core finance.
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Retail
industry
Manage products and categories, set prices and taxes, and raise invoices or receipts quickly. Track inventory across warehouses and branches.
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Construction
industry
Create projects and tasks for sites and phases. Issue contracts and track milestones. Raise invoices by project or phase and record payments.
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Manufacturing & Wholesale
industry
Shop-floor batch tracking with FlowForge, production boards with Kanban, plus multi-warehouse inventory and raw-material procurement — one Upbooks suite for manufacturers.
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Services & Agencies
industry
Send proposals and convert them to orders and invoices. Use services and products for hourly, project, or retainer billing. Track projects and tasks for delivery and resourcing.
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Logistics & Distribution
industry
Track orders from placement to fulfillment. Use warehouses and branches for depots and hubs. Record shipments and link them to invoices and payments.
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Hospitality & F&B
industry
Table POS, kitchen display, delivery, aggregators, and fast counter billing for restaurants, cafés, cloud kitchens, and QSR.
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Frequently asked
Quick answers about solutions, pricing, and support
Yes. Select any combination (e.g., Sales + HR, Marketing + Operations) and manage them in one workspace. Solutions are designed to work together so data stays in sync.
All solutions include dashboards and reports. Advanced analytics, custom reports, and export options are available so you can measure outcomes by channel, team, or process.
Pricing scales by team size, number of users, and features. We offer plans for startups, SMBs, and enterprises. See the pricing page or contact sales for a tailored quote.
Yes. We support native integrations (e.g. Razorpay, Slack, Shopify, Google Workspace) and API access for custom connections. You can connect your existing tools without leaving the platform.
Absolutely. Start with the solution that matches your immediate need (e.g. Sales or HR) and add team or industry solutions as you grow. Your data and settings carry over.
We offer industry-specific solutions for retail, construction, manufacturing, services & agencies, logistics & distribution, and hospitality & F&B. Each is tailored to common workflows and compliance needs.
Most teams are up and running within days. Onboarding and support are included; we can help with data migration, training, and connecting your existing apps.
We use encryption, role-based access, and audit trails. Our platform supports compliance requirements for finance and HR. Data is stored securely and you retain full control.
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