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What is Upsidia?

Upsidia functions as an all-encompassing solution for business management and marketing that is specifically designed for trades and local service providers in the UK. This platform allows users to manage a variety of operational elements, such as customer communication, setting appointments, tracking jobs, creating quotes, issuing invoices, and collecting reviews, all from a single, user-friendly dashboard. With tools that promote efficient scheduling, robust customer relationship management, improved local visibility, and support for business growth, Upsidia enables professionals in the trades to reduce the amount of time they spend on administrative tasks, allowing them to concentrate more on acquiring and completing jobs effectively. Furthermore, this cohesive methodology not only simplifies operations but also enhances the ability of businesses to thrive in a competitive landscape, driving them toward greater achievements and long-term success. As a result, trade professionals can focus on their craft rather than getting bogged down by paperwork.

What is Chalk CRM?

Chalk CRM is an online customer relationship management system tailored for contractors and service-based companies that require efficient task estimation and scheduling. It adeptly handles customer data and leads, produces estimates with a pricing guide, and allows quotes to be sent through text or email, while also streamlining the collection of signatures and deposits, thereby converting approved estimates into scheduled tasks. The system includes a variety of scheduling views such as daily, weekly, monthly, and route-map options, and also accommodates crew scheduling, visit reminders, time tracking, and the uploading of job-related images. Invoices can be sent directly to customers, and payments can be processed effortlessly through Stripe, accepting both card and bank transfers, all while keeping track of outstanding balances and automating reminders for payments. Furthermore, Chalk encompasses features such as two-way text messaging, a customer portal, team permissions management, detailed reporting, and data import/export capabilities. The advanced AI offering introduces ChalkBot, which aids in managing customer responses, booking appointments, and following up on quotes; developers also have access to an API under this plan. This adaptable platform serves a wide range of service industries like painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman services, and pool maintenance, positioning it as a comprehensive solution for diverse business requirements. Ultimately, Chalk CRM is designed to optimize operations, elevate customer interactions, and enhance overall efficiency for service-oriented enterprises, ensuring they remain competitive in a rapidly evolving market. With its extensive functionalities, Chalk CRM not only simplifies management tasks but also empowers businesses to focus more on delivering quality service to their clients.

Media

Media

No images available

Integrations Supported

Stripe

Integrations Supported

Stripe
Apple Calendar
Google Calendar
Microsoft Outlook
Quo

API Availability

API Availability

Has API

Pricing Information

Pro tier - £29/month
Free Version
Free Trial Offered?

Pricing Information

$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Upsidia

Date Founded

2026

Company Location

United Kingdom

Company Website

upsidia.com

Company Facts

Organization Name

ChalkCRM

Company Location

United States

Company Website

chalkcrm.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Scheduling
Service History Tracking
Work Order Management

Categories and Features

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