Upcore CRM

Upcore CRM

Upcore CRM is a comprehensive business management platform designed to centralize and streamline enterprise operations. It features an advanced dashboard providing real-time visibility into critical metrics like total clients, active projects, employee attendance, and due invoices. The system offers robust modules for human resources, lead and client management, and detailed project workflows. Additionally, it includes a complete financial suite for accounting and invoicing, internal asset tracking, procurement via purchase orders, and a dedicated recruitment hub for hiring. For businesses in Saudi Arabia, it also features integrated ZATCA e-invoicing compliance tools to ensure seamless regional taxation

Upcore CRM: Complete Features & Modules

• Advanced Dashboards & Workspace
• Dynamic Dashboards: Get a real-time, bird’s-eye view of your operations using Private and Advanced Dashboards. Organization Tools: Manage daily schedules with My Calendar, share company-wide announcements via the Notice Board, and build an internal company Knowledge Base. Internal Communication: Keep your team connected seamlessly with built-in Messages and Events scheduling.

Sales, Leads & Client Management

• Lead Tracking: Manage your sales pipeline by tracking Lead Contacts and monitoring ongoing Deals.
• Client Hub: Easily transition successful leads into active Clients and manage their complete profiles.
• Sales & Orders: Generate custom Proposals and Estimates for prospects, and seamlessly process finalized Orders.