SM CRM

SM CRM is a smart business management app built for sales teams, distributors, and growing companies. Manage your entire sales pipeline — from first lead to closed deal — along with customers, products, and inventory in one place.
Whether you run an agro business, trading firm, or sales-driven company, UpLeads helps your team stay organized, follow up faster, and close more business.
KEY FEATURES
:clipboard: Lead Management
• Capture and track leads in one dashboard
• Assign leads to sales persons
• Set priority levels and conversion status
• View lead source and product details
• Export lead data by date range
:busts_in_silhouette: Customer Management
• Maintain complete customer records
• Store contact details, GSTIN, PAN, and business information
• Search and filter customers quickly
• Update customer data on the go
:office_worker: Sales Team Management
• Manage sales persons and admin users
• View user roles and responsibilities
• Keep your team aligned on daily sales activity
:package: Inventory & Products
• Manage product categories and HSN codes
• Track stock levels by unit (kg, litre, piece, etc.)
• Add, edit, and organize your product catalog
• Export inventory data to Excel
:gear: Customizable Settings
• Configure lead priorities
• Set conversion statuses with color labels
• Manage lead sources
• Add additional notes for flexible tracking
:office: Company Accounts
• Register your company and create your workspace
• Secure login for authorized users
• Built for multi-user business operations
WHY UPLEADS?
:heavy_check_mark: Simple and easy to use
:heavy_check_mark: Designed for real sales workflows
:heavy_check_mark: Centralized data for leads, customers, and inventory
:heavy_check_mark: Helps teams work faster with less paperwork
:heavy_check_mark: Suitable for field sales and office teams
WHO IS IT FOR?
• Sales teams and field representatives
• Agro, trading, and distribution businesses
• Small and medium businesses managing leads manually
• Companies that need lead tracking + customer + inventory in one app
SUPPORT & PRIVACY
For support, contact: info@upheadstrategy.com
Developed by Uphead Management Consulting Private Limited.
Download UpLeads today and take control of your sales pipeline!