UptaFlow

✦ DONE-FOR-YOU highlevel CRM & BUSINESS AUTOMATION SYSTEM

We'll build your entire system. You just show up.

We'll build your entire system.

You just run your business.

A complete CRM and automation system, built around how your business actually works and handed over ready to run. Nothing to figure out. Nothing half-finished.

A complete CRM and automation system, built around how your business actually works and handed over ready to run. Nothing to figure out. Nothing half-finished.

One-time setup • Built around your business • Ready in 7 days

BUILT FOR BUSINESS OWNERS WHO WANT TO GET IT RIGHT.

Consultants - Coaches - Service businesses - Real estate teams - Home services - Professional services - Media - Nonprofits, and more.

Why UptaFlow?

Setting up a HighLevel CRM yourself is harder

than it looks

Setting up a HighLevel CRM yourself is harder than it looks

Doing it yourself

Spend hours learning the platform

Build workflows you aren't sure are right

Force your business into generic templates

Keep wondering what needs to be connected

Half-finished setups that never quite launch

Guessing what "done" is even supposed to look like

With our DIFY

We map your actual business process

We build your CRM around it

We configure your pipelines

We build your automations

We test the system and hand it over ready to use

You focus on running your business, not building software

Doing it yourself

Spend hours learning the platform

Build workflows you aren't sure are right

Force your business into generic templates

Keep wondering what needs to be connected

Half-finished setups that never quite launch

Guessing what "done" is even supposed to look like

With our DIFY

We map your actual business process

We build your CRM around it

We configure your pipelines

We build your automations

We test the system and hand it over ready to use

You focus on running your business, not building software

WHAt' included

Everything set up for you

Full CRM & pipeline setup, configured for your business

Automated workflows for follow-up and lead nurture

Booking calendar & appointment setup

Forms and lead capture, configured and tested

Email & SMS automation built and tested

A guided handover call once it’s ready

How it works

Three steps to a system that's ready to go

Three steps to a system that's ready to go

01

Tell us how you work

Complete a short intake so we understand your business, offers, leads and follow-up process.

02

We build your system

We configure your CRM, pipeline, calendars, forms and automations around your business.

03

Go live

We test everything, walk you through the system and hand it over ready to use.

Pricing

One flat price for the whole build

Get your CRM system built for:

$1,400

$450

YOU GET:

  • 1 sub-account CRM - fully configured for your business

  • 1 conversion-ready lead funnel (up to 2 pages)

  • Core lead-capture and follow-up automations (form → CRM → email/SMS)

  • Sales pipeline setup

  • Calendar & appointment system setup

  • SMS and email templates pre-written for your industry

  • A2P* registration handled end-to-end

  • Delivered in 7 business days

  • 30-Minutes training session for your team

  • 15-day post-launch optimization window

ADD AT CHECK OUT (optional)

  • MANAGED SERVICE - $15/hr

    Hands-off, ongoing management for your account.

No monthly implementation fee. No generic template.

No figuring it out alone.

Get your CRM system built for:

$1,400

$450

YOU GET:

  • 1 sub-account CRM - fully configured for your business

  • 1 conversion-ready lead funnel (up to 2 pages)

  • Core lead-capture and follow-up automations (form → CRM → email/SMS)

  • Sales pipeline setup

  • Calendar & appointment system setup

  • SMS and email templates pre-written for your industry

  • A2P* registration handled end-to-end

  • Delivered in 7 business days

  • 30-Minutes training session for your team

  • 15-day post-launch optimization window

ADD AT CHECK OUT (optional)

  • MANAGED SERVICE - $15/hr

    Hands-off, ongoing management for your account.

No monthly implementation fee. No generic template.

No figuring it out alone.

FAQs

Before you get started

How long does the build take?

Most builds are completed within a few business days of your intake form/call, depending on complexity.

What do you need from me to get started?

A short intake covering how your business operates, your services, how leads come in, and how you like to follow up. Takes a few minutes.

What happens after the build is done?

You get a guided handover call walking through everything, then your crm account is yours to run. You can subscribe for our optional ongoing account management service.

Can I still make changes myself afterward?

Yes! it’s your account. You can edit anything yourself, or ask about our Managed option if you’d rather we keep running it for you.

What if I want ongoing help after the build?

That’s what our Managed option is for ongoing, hands-off management of your account. Ask us about it anytime.

YOUR NEXT STEP

Ready to hand it off to an expert?

Tell us how your business works. We'll build the system around it.

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