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Upshift digitizes your company’s sales and operations processes, whatever your industry. Configured around your business, hosted where you decide, live in weeks.

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Your processes, end to end

In many companies, sales and follow-ups live in Excel and WhatsApp, orders and after-sales service in separate tools. The same information is entered several times, and when someone leaves, their history leaves with them. Upshift brings the whole chain onto one platform, with one shared record at every step:
  1. Prospecting and CRM
  2. Quotes and orders
  3. Purchasing and stock
  4. Projects and installations
  5. After-sales service and maintenance
  6. Dashboards and reporting
Every piece of information is entered once, then reused everywhere.

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What makes the difference

data-model
Objects, fields, pipelines, views, workflows, dashboards and documents adapt to the way you work, not the other way around.
ai
An AI chat that reads and updates your records, AI agents in your workflows, and ChatGPT or Claude connected securely to your data.
permissions
Upshift is installed on your own server. Your data stays with you, free to export at any time, with no lock-in.
workflows
Industry templates to start from, changes in minutes without a developer, and no per-user license.

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Who it is for

Upshift is for companies that want to run their whole business in one place, from small businesses to SMEs with several entities. Templates exist for distribution, services, installation and maintenance, and every workspace is configured around your own processes. The Exceev Technology team supports you from the scoping workshop to go-live, with training included, AI training among it.

Explore the features

Data model, views, workflows, dashboards, AI and more.

Book a demo

30 minutes, on your own processes.