All Your Leads, Organized
Every call, form, and message lands in one simple pipeline — nothing lost, nothing forgotten.
Uptick CRM
Every lead, job, and follow-up in one place — built for how the trades actually work.
Lead & Job Management
Your whole pipeline, in one place
Stop juggling notebooks, texts, and sticky notes. The Uptick CRM keeps your customers and jobs organized so you can focus on the work.
Never Drop a Follow-Up
Automated reminders and follow-ups keep every quote and job moving so nothing slips through the cracks.
Built for the Trades
Simple and no bloat — designed around how contractors and local businesses actually run their day.
How It Works
Your whole pipeline, from first call to finished job
Simple enough to actually use every day — set up and supported for you.
- 1
Every lead lands in one place
Calls, web forms, messages, and leads captured by Relay all flow into a single pipeline — no more chasing them across texts, notebooks, and sticky notes.
- 2
Move each job through your pipeline
Drag a customer from new lead to quoted to booked to done, so you always know exactly what's next and nothing stalls.
- 3
Automated follow-ups keep deals moving
Reminders and follow-ups fire on their own, so no quote goes cold and no customer gets forgotten between stages.
- 4
Run it all from your phone
Check leads, update jobs, and follow up right from the field between stops — the CRM works wherever you are, not just at a desk.
CRM FAQ
Questions about the CRM
What is the Uptick CRM?
It's a simple customer and job tracker built for the trades — every call, form, and message lands in one pipeline so no lead or follow-up gets lost. No bloat, no steep learning curve.
Is it hard to learn?
No. It's designed around how contractors actually work, not how software companies think. Most people are up and running the same day, and we set it up and support it for you.
Can I use it with Relay?
Yes — they're built to work together. Leads Relay captures from missed calls flow straight into the CRM pipeline, so every opportunity is tracked from first call to finished job.
Does it work on my phone?
Yes. The CRM works right from your phone in the field, so you can check leads, update jobs, and follow up between stops — not just from a desk.
Want the CRM for your business?
Book a free call and we'll walk you through it.