Easy-to-Use CRM for Small Business
Track leads, opportunities, rep activity, revenue performance, send quotes, and invoice in one centralized dashboard. Eliminate scattered spreadsheets and finally gain real visibility into your sales process.
Here is how the Updoot sales CRM tracks your pipeline, forecasts revenue and gets quotes out the door.
The real-time sales dashboard to manage pipeline, reps, and revenue.
The Sales Command Center gives you full visibility into your sales pipeline in real time. Track every lead, opportunity, and deal stage without relying on disconnected spreadsheets or manual reports.
Monitor rep activity, conversion rates, revenue contribution, and stalled opportunities instantly. Identify bottlenecks before they cost you deals and forecast revenue using live pipeline data.
With one-click exports to Excel or Google Sheets, you can audit, share, and analyze performance externally while keeping your sales operations centralized inside Updoot.
Track activity, measure conversion, and predict revenue with confidence.
Updoot does not just show you your pipeline -- it helps you predict revenue before the deals close. Track every lead, opportunity, stage movement, and rep action in real time to understand exactly where revenue is building or breaking down.
Monitor conversion rates by stage, identify stalled deals, and see weighted pipeline forecasts instantly. Know how much revenue is likely to close this week, this month, or this quarter based on live data, not gut instinct.
With real-time activity tracking and performance dashboards, managers gain clear visibility into rep output, pipeline health, and projected revenue -- turning sales tracking into true revenue forecasting.
Instant visibility into pipeline health, rep performance, and target progress.
The Sales Performance Dashboard delivers immediate transparency across your entire sales team month by month. Click a month to dive in deeper. See active deals, pipeline value, stage movement, and rep output in real time -- all from one centralized view.
Set it up by company or rep and share with team members to collaborate in real time. Instantly identify who is ahead of target, who needs coaching, and where deals are stalling.
Reps see the same view and always know exactly who they need to contact and what next steps to take. Managers coach proactively, correct pipeline gaps early, and ensure sales targets are consistently hit.
Generate quotes, send by email, and convert to invoices in one connected workflow.
Most CRMs stop at the deal. Updoot closes the loop. When a lead is ready, generate a branded quote directly from the lead row, pre-filled with the client name, email, address, and line items. Send it to the client as a PDF attachment with one click -- without ever leaving the platform.
Every quote is saved per lead so nothing gets mixed up across accounts. When it closes, convert the quote to a finance-ready invoice in seconds with all the data already filled in.
Finance gets a clean invoice log showing every generated invoice, who sent it, the client, the total, and whether it has been marked paid. The full sales cycle from first contact to paid invoice lives in one place, tracked, audited, and ready to report on.
No setup project, no consultant and no IT department. Updoot gives your sales team a live pipeline from first contact to closed deal -- reps track activity, managers see performance, and quotes convert to invoices without leaving the platform.
Sign up with your email or Google. You get 14 days free with every feature, and no credit card is needed.
Import your users, add them yourself, or send the list to our support team and we will load your employees for you. Employees you add with an email get an invite automatically.
Reps log leads, move deals through pipeline stages, and record every touchpoint so nothing falls through the cracks.
Managers see rep activity, pipeline health, quota progress, and weighted revenue forecasts in real time -- no waiting for end-of-month reports.
Generate a branded quote from the lead, send it by email, and convert to an invoice when the deal closes -- all inside one platform.
Updoot runs right in the phone's browser and is designed to look and work just like an app, without the headache of downloads. No app store, no installs, no updates to chase and no storage space used. Employees open the link, log in and they are ready.
The system that keeps your sales team accountable, visible, and on track to hit revenue targets.
See every active deal, stage movement, and total pipeline value in real time. Instantly understand pipeline health without waiting for reports.
Monitor individual and team sales targets at a glance. Know exactly who is ahead, on track, or falling behind before the month ends.
Identify stalled deals, weak conversion stages, and rep performance gaps instantly so managers can coach proactively, not reactively.
Track win rates and conversion percentages across each pipeline stage to uncover bottlenecks and improve close rates systematically.
Generate weighted pipeline forecasts based on live deal data to predict weekly, monthly, and quarterly revenue with confidence.
Centralized sales performance dashboards provide immediate transparency across reps, deals, revenue, and activity metrics.
You get the whole system, not just this feature. Here are a few of the 30+ tools included, with no tiers and no add-ons.
Plus invoicing, payroll reports, meetings, goals, budgeting, roles and more.
Short, practical reads on sales management, pipeline tracking, and closing more deals.
Stop juggling spreadsheets, apps, and manual follow-ups. Start your free trial of Updoot -- time tracking, scheduling, projects, invoicing, SOPs, payroll-ready reporting, and accountability all in one platform built for small business.
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