Upsidia

A free CRM for trades and local businesses

Scattered customer details cost you repeat work. Upsidia keeps every customer with their jobs, quotes, invoices, and notes in one timeline, so the history is there when they ring back.

  • 100 customers free
  • Spreadsheet import included
  • One timeline per customer

One record instead of five places

Without a CRM

✗ Numbers buried in your phone✗ Addresses lost in old text threads✗ Quotes somewhere in sent emails✗ No record of what past jobs paid

With Upsidia

One record per customer, contact details includedEvery quote, booking, invoice, and job attachedNotes on the record, from gate codes to preferencesThe next quote or booking starts from the record

Why the history pays

See the last job before you price the next

What you did, what you charged, and what you promised, all on the record. Price with confidence and greet regulars like regulars.

Start work from the record

New quote, new booking, new invoice, straight from the customer with details already filled in.

Bring your list with you

Import your existing customers from a spreadsheet in minutes. Nothing gets typed twice.

What Free includes

Your first 100 customersOne timeline per customerQuotes, bookings, invoices, and jobs attachedNotes on every recordSpreadsheet importYour data stays yours, no lock-in

Past your first hundred? Paid plans from £29 a month raise the limit and add automated reminders and review requests that keep regulars coming back.

FAQs

What happens when I reach 100 customers?

Everything you have stays put. To add more customers, move up to a paid plan.

Can I import from a spreadsheet?

Yes. CSV import is included on the free plan.

Is my data really mine?

Yes. Your customers and your records belong to you, and you can take them with you at any time.

Does the CRM work with the other free tools?

Yes. Quotes, bookings, invoices, and jobs all attach to the customer automatically.

Know every customer like a regular

Sign up free, import your list, and have the history ready when they ring back.

Start your customer list → Free plan. No card details needed.