Lead Management
Website lead capture, source tracking, assignment, lead stages, follow-up dates, notes, WhatsApp shortcuts and conversion into client records.
PRODUCT CAPABILITIES
Everything an agency needs after the lead arrives.
BrandUp CRM combines sales, billing, delivery and team accountability inside one business workspace.
Client Database
Store business contacts, service history, payment position, account IDs, contract dates and operational notes without splitting data across sheets.
Commercial Documents
Create quotations and invoices, keep document settings consistent and record received, pending and partial payments.
Service & Work Tracking
Assign services, track due dates, maintain work status, monitor renewals and give managers a clear view of pending delivery.
Team, Roles & Audit
Control which modules each role can view or edit, review login sessions and preserve activity logs for sensitive actions.
Client & Payment Reports
Review client sources, revenue, pending amounts, payment history and operational progress with date-wise filters and exports.
Daily SMM Workspace
Plan content, assign responsibilities, record revisions, attach proof and track publishing progress for social media clients.
Reports & Exports
Filter operational and financial data by dates, clients and status, then export supported reports for internal review.
See the modules with your agency workflow.
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