Sales Up
From first enquiry to signed deal, in one place
Most sales teams don't need an enterprise CRM. They need to know which leads are worth chasing, which deals are moving and where the paperwork is.
Sales Up is a lightweight CRM for teams who want to run a pipeline without the cost and complexity of an enterprise platform.
​
Capture enquiries as leads, qualify the promising ones into deals and record why you disqualified the rest. Each deal follows a clear path from quotation through to Won or Lost, so nothing stalls unnoticed.
Every account, contact, lead and deal keeps its own history: calls, notes and meetings in one timeline, emails tracked straight from Outlook and documents stored in your own SharePoint.
​
Built on the Power Platform and your existing Microsoft 365, Sales Up keeps your data in your own tenant, under your existing permissions and retention policies, without needing a Dynamics 365 licence.
What it is
Read our Sales Up brochure
Book a demo
Next Steps
Ready to run your pipeline without the overhead?
​
Whether you're moving off spreadsheets or replacing a CRM that's grown too heavy to use, Sales Up gives your sales team a clear, guided way to work leads and deals, with the record-keeping already built in.
Download our brochure
Get in touch
Running the pipeline
Capture, qualify and disqualify leads
Log every enquiry as a lead. Qualify the genuine ones into deals in a couple of clicks. Disqualify the rest with a reason recorded, so you learn where your good leads actually come from.
Track deals from quotation to close
Log every enquiry as a lead. Qualify the genuine ones into deals in a couple of clicks. Disqualify the rest with a reason recorded, so you learn where your good leads actually come from.
Everything in one place
.png)
Deals rarely move in a straight line. Sales Up keeps every call, email and document against the right record, so the full picture is there the moment someone needs it.
Keep correspondence against the record
Calls, notes and meetings recorded against accounts, contacts, leads and deals, so the full history is there when a customer rings.
Track emails from Outlook
Track an email against the right account, contact, lead or deal without leaving Outlook. The conversation lands on the record, not in one person's mailbox.
Store documents securely in SharePoint
Every lead, deal and account gets its own SharePoint folder, created automatically the first time it's needed and named against a unique reference, so two customers with the same name never share a folder.
Ask Copilot about your pipeline
Copilot is built into Sales Up, so you can ask plain English questions about your data instead of building a view or a report. Ask something like "Show me contacts in the financial services industry?" and get an answer straight away.
​
Quick Lead Capture, by voice
A Quick Lead Capture AI agent lets you add a new lead by voice while you're out and about, so a conversation at an event or on site doesn't have to wait until you're back at a desk to be logged.
AI
Built In
Why choose Sales Up?
Lightweight by design
Built for a working pipeline, not a configuration project.
Your data stays yours
Stored in your own tenant, under your existing permissions and retention rules.
No Dynamics 365 licence required
Nothing left to chase
Every lead and deal has a clear status, visible at a glance.
Support if and when you want it
Bespoke configuration and ongoing support packages are available, but never required to get started.
AI built in
Ask Copilot plain English questions about your pipeline, and capture new leads by voice with Quick Lead Capture.
Stored automatically
Every lead, deal and account gets its own SharePoint folder, created the moment it's needed.
When it’s the right fit
*
*
*
Your team is tracking leads and deals in spreadsheets or inboxes
​
You want a working pipeline without an enterprise CRM implementation
​
Correspondence and documents end up scattered across individual mailboxes
​
You need visibility of the pipeline without needing a specialist to configure it
​
You want something your team can be using within days, not months
*
*
Sales Up is particularly useful when: