Basic Plan
$197/month
+$250 One Time Set Up Fee
$1,970/year
Set-Up fee: $250
CRM Features
Contact Management
Sales Opportunities & Pipelines
Unlimited Online Calendars
Unified Conversations Inbox
2 Way Email & SMS Messaging
Missed Call Text Back
Web Chat Widget
Social Messaging (FB, IG, & GMB)
Call Tracking & Call Recording
Missed Call Text Back
FREE SET UP AND ONBOARDING
Includes license for up to 50 users
Store up to 1,000 Contacts
1-Time Credit of $5*
Pro Plan
$297/month
$2,970/year
Set-Up fee: $250
Everything in Basic Plan +
Automatic Appointment Reminders
Build Unlimited Funnels
Build Unlimited Forms & Surveys
Email Marketing & Email Builder
Campaigns
SMS & Email Template Builder
Appointment Cancellation & No Show Follow up
Automated Request A Call Back
Blogs
Happy Birthday Email/SMS
Media Library To Store Docs & Photos
FREE SET UP AND ONBOARDING
Store up to 3,000 Contacts
$5 Monthly Credit*
Titan Plan
$497/month
$4,970/year
Set-Up fee: $250
Everything in Pro Plan +
Create Unlimited Websites
Membership & Course Builder
Social Media Calendar & Posting
Payments & Custom Invoice Builder
Create Unlimited Automations
Friends & Family Referral System
Refunds & Cancellation Request Management
Text-to-Pay
Reputation Management & Automated Survey Requests
Year Long Nurture Sequences
Automatic Invoice Reminders
Reporting & Analytics
Affiliate Program Manager
Memberships
Community Builder
Shopify Integration
FREE SET UP AND ONBOARDING
Small Business Automation Portfolio (Value $2,500)
Unlimited Users
Unlimited Contacts
$15 Monthly Credit*
One-time and monthly credits applicable to service charges inside of Uptiq (phone, AI generation, etc.,.). Not applicable to monthly SaaS fees, third party apps, or other subscription fees. Speak with your representative for more information.
Basic Plan
Unified Conversations Inbox
Call recording
Zoom & Google Meet Integration
Create Tasks & Notes
Quickbooks Integration
Keyword SMS Marketing
Affiliate Program Manager
Automatic Appointment Reminders
Happy Birthday Email/SMS
Pre Designed Holiday Emails
Media Library To Store Docs & Photos
Friends & Family Referral System
Refunds & Cancellation Request Management
Lead Opt-in Funnels
Lead Opt-in Nurture Emails & SMS
Create Unlimited Automations
Social Media Calendar & Posting
Recurring Invoices
Automated Invoice Reminders
Shopify Integration
Create Unlimited Products One Off & Recurring
Unlimited Blogs with Full SEO
Voicemail Drops
Inactive/Lost Lead Promo Nurturing
Call Tracking & Phone Number Pool
Domain & DNS Management
URL Redirects
API Access
Zapier Integrations with 1000s of Apps
Gary J.
Uptiq has been a game-changer for my construction business. The workflow automations have streamlined everything from lead follow-ups to project management, saving me hours each week. Now, I’m able to focus more on the job site and less on juggling admin tasks. It’s like having a dedicated team member handling all the background work. Highly recommend Uptiq to any small business looking to level up their efficiency!
Sabrina V.
Uptiq has made a big difference in how we manage our remodeling projects. The automations help keep our team on track, ensuring we’re always on top of deadlines and client updates without extra effort. The system keeps everything in one place, making it easy to check in on progress and stay organized. For a small business like ours, it’s been a solid addition to our toolkit.
Chris H.
Uptiq has streamlined our entire lead generation and sales process. From capturing leads to automating follow-ups, it keeps everything moving smoothly and ensures no opportunity slips through the cracks. Our team can now focus on meaningful conversations with prospects rather than managing the details. It's been a significant boost to our sales operations, helping us stay organized and efficient in handling new business.
Streamline Sales
Generate More Leads
Build Your Brand
Impress Existing Customers
AutomButtonate Tasks