UpSheet. Every up, followed up.

The CRM that stays in the store.

UpSheet is the sales CRM for the small dealership: it runs on a box in the store, for one price, with no per-seat subscription.

Email hello@upsheetcrm.com
My tasks at a desk: two overdue calls, two due today and three coming up, each with the customer's name and number, a Done button, and the month beside the list. My tasks at a desk, full size
A customer page on a phone: the customer's number to tap with Text beside it, their email, what they're looking for, and their notes, with the tabs along the bottom. The customer page on a phone, full size The customer page on a phone, full size

Real screens, sample data

The app's own screens, captured at a desk and on a phone with generated sample data. The desk gets a bar across the top; the phone gets tabs along the bottom, in reach of a thumb.

My tasks at a desk: the calls under Overdue, Due today and Upcoming, with the month beside them. My tasks at a desk, full size
My tasks on a phone: overdue calls first, each with the customer's number and a Done button. My tasks on a phone, full size My tasks on a phone, full size
My tasks. The day's calls: overdue, due today and coming up, each with the customer's number to tap. Done is the one button.
A customer page at a desk: how to reach them, what they're looking for and their notes on the left, their units in a box on the right. The customer page at a desk, full size
The same customer page on a phone, in one column. The customer page on a phone, full size The customer page on a phone, full size
The customer page. Who they are and how to reach them, what they're looking for, their notes, their follow-ups and their units.
Customer search at a desk: one row per match with city, phone and email, and a tag at the end saying who has the customer. Search at a desk, full size
Customer search on a phone: the box, the All and My book switch, and the tagged matches. Search on a phone, full size Search on a phone, full size
Search, as an admin sees it. One box for a name, phone, email or city, and every match tagged with who has it. A rep sees another rep's match as a name and its owner, and nothing more.
The admin dashboard at a desk: the counts, then Health with a badge on each line: a stale report, the review queue, the drop folder, the backup and the unit report. The dashboard at a desk, full size
The dashboard on a phone: the counts, then Health, each line with its badge. The dashboard on a phone, full size The dashboard on a phone, full size
The dashboard. One question, first thing in the morning: is anything wrong? The backup, the imports and the review queue, with any problem at the top.

What it does

  • Search before you create

    One box finds a customer by name, phone, email or city, and the new-customer form checks for a match as you type, so the same customer isn't entered twice.

  • Every rep has a book

    Each customer belongs to one rep, and the orphans nobody owns wait to be claimed. Every claim and every reassignment is logged with who and when.

  • Follow-ups that write themselves

    Rules put the calls on the owner's list: a birthday reminder a few days ahead, a follow-up after a rep adds or claims a customer, a check-in while a customer is still looking. My tasks shows what's overdue first.

  • Looking-fors

    Write down what a customer wants, a used adventure bike in gray, say, and the Looking for list keeps every open want in one place, to check when a trade rolls in.

  • Campaigns

    Pick customers by what they bought and when, and see how many match before anything is made. Each one becomes a call on their own rep's list, and nothing is sent. An open house puts one task on every rep's list.

  • Print forms

    The worksheet, the credit application and the trade evaluation print filled in from the customer, and the store's own fillable PDFs work the same way. Nothing typed on a form is kept.

  • The DMS import, with a review queue

    The DMS's customer and sales reports come in as files. Sales land on the right rep, anything that needs a person waits in a review queue, and importing the same file twice changes nothing. It reads one DMS's reports today: ask whether it reads yours.

  • A nightly backup you can see

    Every night it copies the whole database to an attached backup drive, and keeps ninety nights and a copy a month for two years. A badge on the dashboard says whether last night's copy happened.

  • Made for the phone on the floor

    On a phone, the floor's jobs sit in tabs along the bottom, in reach of a thumb. Tap a number to call it, or Text to send a message. Set the phone to light, and the screen turns light for the lot in daylight.

What it never does

  • No money, ever

    No deal amounts, payments, payoffs, SSNs or income: no field asks for them, and the forms never save them. The credit application prints with the SSN and income left for a pen.

  • The DMS stays the system of record

    Deals, money and inventory live in the DMS. UpSheet keeps the people side, the customers, owners, notes, units and follow-ups, and never pretends otherwise.

  • Notes are permanent

    Nobody edits or deletes a note. An admin can remove an offensive one from view, and a stamped line saying who removed it, and when, stays in its place.

  • No rep sees another rep's book

    A search shows another rep's match as a name and its owner, so nobody enters a duplicate, and nothing more.

  • No import moves a customer between reps

    That takes an admin's click, and every change of owner is logged.

The box

UpSheet comes on a small computer that lives in the store, wired or on Wi-Fi, beside the store's PCs. It's set up for you, so the store's own servers and network don't matter: plug it in, and every desk, laptop, Chromebook and phone on the store's network opens it in a browser. There's nothing to install on them, and nothing is kept in the cloud.

Most CRMs are sold by the seat and kept in someone else's cloud. UpSheet is one price for the store, and the customer list stays in the store.

A drawing of the UpSheet box in the store, linked over the store's network to a desk screen and a phone. the box, in the store desks phones on the floor
Drawn, not photographed: the box lives in the store, and every desk and phone on the store's network opens UpSheet in a browser.

Get in touch

UpSheet is new. Write with any question: the price, the box, or whether it reads your DMS.

hello@upsheetcrm.com