Built for agencies and service businesses
One secure control center for leads, clients, billing and ads intelligence.
BrandUp CRM connects the operational work your team handles every day—lead follow-up, client services, quotations, invoices, payments, tasks, reports and read-only advertising performance.
✓ Role-based access✓ Optional 2FA✓ Audit logs✓ Secure business operations
brandupcrm.com/dashboardLIVE
LIVE BUSINESS OVERVIEWCRM Control CenterLeads · Clients · Payments · Delivery
Ads IntelligenceMeta + Google
LEAD MANAGEMENTCLIENT OPERATIONSQUOTATIONS & INVOICESPAYMENT TRACKINGADS REPORTING
COMPLETE AGENCY WORKFLOW
Replace scattered sheets, chats and dashboards.
Every module works inside the same client record so your team can move from enquiry to payment and delivery without losing context.
Lead & Client CRM
Capture enquiries, assign owners, schedule follow-ups, convert leads and maintain a complete client database.
- Website lead capture
- Source and campaign tracking
- Follow-up reminders
Quotations, Invoices & Payments
Create commercial documents, record partial payments and monitor outstanding balances from one workspace.
Service Delivery Tracker
Track active services, due dates, renewals, assigned team members and work completion status.
Tasks & Team Accountability
Assign tasks, review overdue work and control module-level access for admins, managers and staff.
Client & Revenue Intelligence
Review client activity, received payments, pending amounts, follow-ups and service progress from one business dashboard.
₹3LRevenue View24Active Clients92%Work Progress
AI Workspaces
Use controlled AI assistance for agency workflows without allowing automatic advertising account changes.
REPORTING-FIRST ADS INTEGRATIONS
Advertising insights without handing automation the steering wheel.
BrandUp CRM is configured around least-privilege access. The reporting workspace reads campaign performance and creative-health trends while write actions remain disabled in the safety-first build.
01 Tokens encrypted before database storage02 No token inside browser URLs or public files03 Read-only API calls and controlled sync frequency04 Exact errors logged without exposing secrets
Review Security DesignCLIENT WORKFLOW MONITOROperations and payment signals
LIVE CRMActive Client DeliveryServices on track · Payments updated
88Follow-up RequiredUpcoming due date · Team action pending
61Pending PaymentInvoice overdue · Recovery attention needed
29Operational indicators are based on records entered inside the CRM.
FROM ENQUIRY TO RENEWAL
A workflow your whole team can follow.
Capture
Website, Meta, Google or manual lead entry.
Qualify
Assign, follow up, add notes and convert.
Bill
Quotation, invoice and partial payments.
Deliver
Service tracker, tasks and work proof.
Review
Reports, ad performance and renewals.
SEE YOUR OWN WORKFLOW
Request a guided BrandUp CRM demo.
Tell us how your agency currently manages leads, billing, client work and advertising reports. The demo can be focused on the modules you actually need.
Private business loginRole-based team accessCustom onboarding