CU CrmUp · FlipUp's proprietary CRM AI POWERED

Your entire business in a single platform. Intelligent, automatic, yours.

CrmUp is the CRM that replaces 10 tools with one: sales pipeline, email, SMS, WhatsApp, landing pages, calendar, quotes, invoices, funnels and AI. Built for B2B companies that want to stop using Excel and start growing for real.

10+Tools replaced
+340%Qualified leads
-25hTeam time/week
CrmUp Dashboard
Pipeline Activity
AI AI has identified 4 hot deals ready to close this week
Open opportunities
€342k
↑ 18 active deals
Closed / month
€87k
↑ +23% vs average
Q4 forecast
€680k
↑ Confidence 82%
Sales pipeline — in real time
New 7
Brembo Ind. Srl
€28.000
Tech AG · DE
€45.000
Qualified 5
Siemens Italia
€62.000
Delta Logistics
€18.500
Proposal 4
Ferrari Engineer.
€95.000
Nexi Consulting
€32.000
Closed 2
ABB Group CH
€55.000
Recent activity
Automatic email sent to Siemens Italia — updated offer
now
Call booked with Brembo for Friday at 10:30
3 min
Follow-up SMS delivered to Delta Logistics
12 min
True story · Consulting firm · Milan

How a management consulting firm recovered €120k in clients lost between Excel and Gmail.

Company
Management consulting firm in Milan. 24 consultants, 120 active B2B clients in the manufacturing and services sectors. Annual revenue of €2.8M.
Problem
Clients managed across shared Excel files, Gmail and WhatsApp. Leads lost because they were forgotten, follow-ups skipped, no visibility on the pipeline. Consultants spent 8+ hours a week on administrative work instead of operational tasks.
Solution
Full migration to CrmUp: centralised pipeline, email automations, shared calendar, quote templates, AI-assigned tasks. 8 hours of team training, setup in 14 days.
"We discovered that 30% of leads were getting lost along the way. With CrmUp we don't lose a single one today. The AI suggests what to do and when. It's like having a virtual colleague who never sleeps."
— Managing Partner · Consulting firm · Milan (NDA)
€120k
Extra revenue
recovered in 6 months
Leads previously lost
+34%
Conversion rate
lead → client
From 21% to 28%
-60%
Time on tasks
administrative
From 8h to 3h/week
8
External tools
dropped
Savings of €4k/year

CrmUp replaces all the scattered tools
you use every day.

One login. A single source of truth. Zero integrations to manage, zero duplicated data, zero useless subscriptions.

CRMcontacts, pipeline, opportunities
Email marketingcampaigns + automations
SMS & WhatsApptwo-way conversations
Calendarappointment booking
Landing pagesdrag & drop builder
Funnelsmulti-step journeys
Forms & surveysdata and lead collection
Quotesand digital signature
Invoicesand online payments
Live chaton the site + AI bot
Socialposting and reviews
Reportingreal-time dashboards
Estimated average savings: €4,200/year in software subscriptions
Free resource · B2B CRM Kit

Download the B2B CRM Kit. Ready to use.

Pipeline templates, automation workflows, email sequences and setup checklists. The tools we use internally to configure CrmUp for our clients, now available for free.

  • Pipeline templates: 3 ready-made pipelines for manufacturing, consulting, B2B services
  • Email workflows: 8 tested automations (onboarding, nurturing, win-back)
  • SMS and WhatsApp scripts: 15 messages with a >60% response rate
  • Setup checklist: 42 points to get started without forgetting anything
Complete kit Ready to use Tested in the field Updated 2026

No spam. Max 1 email/month with useful content. Unsubscribe with 1 click.

B2B CRM KIT

The complete package to get started in 7 days.

🇬🇧 English · 64 pages · Resources included
3 sector-specific Pipeline templates
8 automation Workflows
15 SMS & WhatsApp Scripts
42-point setup Checklist
Installation video tutorial

Excel, Gmail, WhatsApp, shared sheets.
And your business scattered everywhere.

Data scattered across a thousand places

Contacts in Gmail, records in Excel, deals in Google Sheets, notes on WhatsApp. Nobody knows where the truth is.

Leads lost forever

A potential client writes to you, someone forgets to call them back, and after 3 weeks they buy from a competitor.

Invisible pipeline

You don't know how many deals are open, where they stand, or when they'll close. Every forecast is a shot in the dark.

Too many tools, too many costs

You pay for 10 different software tools that don't talk to each other. Every month the subscription grows and the data stays disconnected.

Result: revenue you lose every month,
a demotivated team and decisions made on gut feeling.

A single system. AI at the wheel.
You decide where to go.

CrmUp is FlipUp's proprietary platform that centralises sales, marketing, communications and operations. Artificial intelligence suggests actions, automates follow-ups, qualifies leads and transcribes calls. You focus on the decisions that matter.

Pipeline always under control

Every contact, every negotiation, every deal is tracked. You always know where you stand, what needs doing, and who should do it. A shared dashboard for the whole sales team.

● Next-best-action AI

Automations that never sleep

Welcome emails, follow-ups, reminders, deadline notifications, nurturing. Every repetitive action becomes automatic. The team goes back to doing only what serves the clients.

● AI copywriting

Integrated artificial intelligence

AI qualifies incoming leads, transcribes calls, suggests replies and identifies upsell opportunities. It works alongside your team, never in its place.

● Native AI assistant

From onboarding to first ROI.
In 30 days.

01

Process audit

We analyse how you work today: flows, tools, bottlenecks. We design CrmUp around your real business.

● Days 1-3
02

Setup and migration

Pipeline, automation and template configuration. Migration of your contacts from Excel and other tools. Zero data loss.

● Days 4-10
03

Team training

Hands-on workshops for the whole team. On-demand video tutorials. Dedicated support during the first 30 days.

● Days 11-14
04

Continuous optimisation

Monthly KPI review. New automations, new flows, new integrations. The system grows with your company.

● Month 1 onwards
10+
Tools replaced
+340%
Qualified leads
-60%
Team admin time
30 days
At full setup

Every feature you need
per to run a B2B company.

Twelve tools in one, natively connected. AI at the heart of every flow. A single login.

01
Sales & Pipeline
The sales machine always under control

Kanban pipeline

Drag and drop deals between stages. Multiple pipelines for each line of business.

Lead scoring

AI evaluates every incoming lead and shows which ones are the hottest.

Quotes & signature

Generate and send quotes. Legally valid digital signature.

Invoices & payments

Professional invoices, online payments, automatic reminders.

02
Marketing & Communication
Reach anyone, anywhere, at the right moment

Email marketing

Campaigns and automations. AI writes drafts in your brand's style.

SMS & WhatsApp

Two-way conversations directly from the CRM.

Landing pages

Drag & drop builder. Ready-made B2B templates, zero code.

Funnel builder

Multi-step journeys with advanced conditional logic.

03
Automations & AI
The system does the repetitive work, not you

Workflow builder

Visual automations: triggers, conditions, actions. Zero programming.

AI Chatbot on the site

24/7 virtual assistant that qualifies visitors.

AI Voice

Voice agents that book appointments over the phone.

AI call transcription

Every call transcribed and summarised automatically.

04
Operations & Management
The back office that never lets you lose a client

Calendar & booking

Clients book on their own. Sync with Google and Outlook.

Review management

Request and monitor Google reviews automatically.

Advanced reporting

Custom dashboards for management, sales, marketing.

iOS/Android mobile app

Manage your business from your smartphone, always synced.

No more Excel.
Never lose a lead again.

"Before we had 7 different software tools and none knew what the other was doing. With CrmUp we unified everything. My sales director now sees the pipeline in real time. It was unthinkable before."
Claudia M.Managing Partner · Consulting firm · Milan
"The AI that transcribes calls and summarises meetings changed my life. I got back 10 hours a week. And clients notice that I remember every detail of previous conversations."
Stefano L.CEO · B2B services agency · Turin
"The follow-up automations recovered clients we would otherwise have lost. In 6 months we closed 18 deals that had been stuck for weeks. The system pays for itself."
Giorgio P.Sales director · Manufacturing · Brescia

See CrmUp on your business.
30 minutes, zero commitment.

We show you CrmUp configured with data similar to yours. We analyse the tools you use today, calculate the savings in time and costs, and figure out together whether it's the right solution.

  • ✓Live demo with a senior consultant, not a salesperson.
  • ✓Free audit of the tools you use and how much you're spending.
  • ✓Managed migration by us if you decide to get started.
  • ✓Setup in 14 days with team training included.
✓ Thank you! We'll contact you within 24h to schedule the demo.

We process your data in accordance with GDPR. No spam, promised.

What we get asked most often.

Is everything really inside a single platform?+
Yes. CRM, email, SMS, WhatsApp, calendar, landing pages, funnels, forms, quotes, invoices, social, chat, reporting, AI. One login, one subscription, zero integrations to manage.
Can we migrate our current data?+
Of course. We migrate your contacts from Excel, Gmail, HubSpot, Pipedrive, Salesforce or any other system. Zero data loss, zero work for your team. We do it in 3-5 days.
How much does CrmUp cost?+
The price depends on the number of users, contacts managed and features activated. Most of our clients still save compared to the tools it replaces (on average €4,200/year less). In the demo we give you an accurate quote based on your case.
How long does it take the team to learn to use it?+
Standard training is 8 hours spread over 2 weeks. Most users are 90% operational after 3-5 days. On-demand video tutorials always available. Dedicated support during the first 30 days.
Can I integrate it with my existing tools?+
Yes. CrmUp integrates with management software, electronic invoicing, Google Workspace, Microsoft 365, Zoom, Meet, payment gateways, e-commerce, VoIP phone systems. Over 100 native integrations plus API and webhooks for specific cases.
What level of AI is integrated?+
Each area has its own AI: automatic lead scoring, personalised email drafts, chatbot on the site, voice agents that book appointments over the phone, call transcription and summarisation, next-best-action for every deal. All natively integrated, with no external tools.
Is the data secure and GDPR compliant?+
Yes. Servers in the EU, end-to-end encryption, daily backups, auditable access, granular roles and permissions. DPA contract available. Native consent management, unsubscribe and right to be forgotten.
Can I cancel whenever I want?+
Yes. Flexible contracts, no mandatory multi-year commitment. If you decide to leave, you export all your data in a standard format. No lock-in.

Ready to stop losing time and clients?

Free 30-minute demo. We understand your business, show you CrmUp, calculate the ROI. Zero commitment.

Book a demo now →