Uptiq CRM

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About this Tool

Uptiq CRM

Stay connected and productive with Uptiq CRM, the mobile app designed to help you manage clients, automate tasks, and drive sales from anywhere. Perfe

Stay connected and productive with Uptiq CRM, the mobile app designed to help you manage clients, automate tasks, and drive sales from anywhere. Perfect for busy professionals, Uptiq CRM offers essential features to keep your business running smoothly, right from your phone.

Key Features:

Client Management: Easily manage your contacts and view detailed client profiles. Keep all your client information organized and accessible in one place.
Sales Pipeline: Monitor your sales pipeline with real-

Pros & Cons

✓ Pros

✓Mobile‑first design
✓Free tier
✓Automation features

✗ Cons

✗iOS only
✗Limited advanced analytics
✗Paid plans required for teams

Key Features

🔧

Contact and lead management with custom fields

🔧

Visual sales pipeline and deal tracking

🔗

Task automation and email integration

📱

Mobile notifications for follow‑ups and reminders

📊

Simple reporting on sales performance

🔗

Sync across devices via cloud backup

📋 Scripts & Prompts for Uptiq CRM +

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🔌 MCP Servers for Uptiq CRM +

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Dumpling AI

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

[ekas-io/open-sales-stack](https://github.com/ekas-io/open-sales-stack) [![open-sales-stack MCP server](https://glama.ai/mcp/servers/ekas-io/open-sales-stack/badges/score.svg)](https://glama.ai/mcp/servers/ekas-io/open-sales-stack) 🐍 ☁️ 🏠 🍎 🐧 - Collection of B2B sales intelligence MCP servers. Inclu

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**[Integration App](https://github.com/integration-app/mcp-server)** - Interact with any other SaaS applications on behalf of your customers.

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🤖 AI Agents for Uptiq CRM +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

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⚡ ZAPIER

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