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Organized by team, size, and industry

BY TEAM

Marketing, Sales, Product, Operations, IT, HR

Marketing
Sales
Product
Operations
IT
HR

BY SIZE

Enterprises, SMB, Startup

Enterprises
SMB
Startup

BY INDUSTRY

Retail, Construction, Manufacturing, Services & Agencies, Logistics & Distribution, Hospitality & F&B

Retail
Construction
Manufacturing
Services & Agencies
Logistics & Distribution
Hospitality & F&B

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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

Explore all integrations →

Own the numbers behind every campaign—budget, spend, and revenue impact—in the same system as your finance team.

Quote, close, invoice, and get paid without switching tools. Leads, deals, proposals, orders, and receivables in one place.

One source of truth for what you sell, what it costs, and what you earn—with reports that product and finance both trust.

Purchase, stock, orders, and payments in one place so operations and finance always work from the same numbers.

Centralize software spend, vendor payments, and internal billing with clear audit trails and tax compliance.

Payroll, leave, expenses, and org structure in the same system as finance—so people cost and business numbers always match.

Multi-branch, multi-warehouse, cost center, profit center. Chart of accounts, ledger, and group-level reporting in one place.

Send professional invoices with correct tax and bank details, track payments and receivables, and run expense categories and vendor payments from one place.

Create proposals and invoices quickly, track leads and deals, and record expenses and payments in one place. No spreadsheets for core finance.

Manage products and categories, set prices and taxes, and raise invoices or receipts quickly. Track inventory across warehouses and branches.

Create projects and tasks for sites and phases. Issue contracts and track milestones. Raise invoices by project or phase and record payments.

Manufacturing & Wholesale

Place and track purchase orders for raw materials and parts. Manage warehouses and stock for multiple locations. Record sales by product and category.

Services & Agencies

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.

Logistics & Distribution

Track orders from placement to fulfillment. Use warehouses and branches for depots and hubs. Record shipments and link them to invoices and payments.

Hospitality & F&B

Manage products and categories (food, beverage, events). Use branches or sites for multiple outlets. Invoicing with correct tax (GST/VAT) and payment methods keeps billing and compliance simple.

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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