CRM is a most have for sure! It would be easier to keep track of clients and all their projects inside upbase. It could be something simple but I can see a real value on that.
Agencia
ā¢
Jun 12, 2023
Pleaseee
Sridhar Dhanapalan
ā¢
Feb 18, 2023
Hi Jack S.,
Going by your many feature requests, it seems that you really like Productive. Is there a reason why you're not using it? What benefit do you see by turning Upbase into Productive?
Maciej
ā¢
Dec 18, 2025
A simple, but functional CRM would be terrificāstreamlining daily operations and keeping the tech stack lean is a win.
Jack S.
ā¢
Dec 20, 2025
Something simple, customer-focused is planned.
But I don't know if it could be called CRM.
Jack S.
ā¢
Dec 20, 2025
It will probably look like this in Upbase
Jack S.
ā¢
Dec 5, 2025
š„Lead Field Type for CRM
Lead (Customer) Field
I thought Upbase could be adapted to work with it like a CRM.
But I would need a "Contact/Lead/Customer" field.
Currently, when I create a new field, there's a "š¤People" field, which refers to existing users.
If only it were possible to create a similar Lead (Customer) field that wasn't linked to users but existed as a completely separate database, this would allow Upbase to be adapted for CRM.
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Comments11
Luis Gonzalez
Jul 18, 2023
CRM is a most have for sure! It would be easier to keep track of clients and all their projects inside upbase. It could be something simple but I can see a real value on that.
Agencia
Jun 12, 2023
Pleaseee
Sridhar Dhanapalan
Feb 18, 2023
Hi Jack S.,
Going by your many feature requests, it seems that you really like Productive. Is there a reason why you're not using it? What benefit do you see by turning Upbase into Productive?
Maciej
Dec 18, 2025
A simple, but functional CRM would be terrificāstreamlining daily operations and keeping the tech stack lean is a win.
Jack S.
Dec 20, 2025
Something simple, customer-focused is planned.
But I don't know if it could be called CRM.
Jack S.
Dec 20, 2025
It will probably look like this in Upbase
Jack S.
Dec 5, 2025
š„Lead Field Type for CRM
Lead (Customer) Field
I thought Upbase could be adapted to work with it like a CRM.
But I would need a "Contact/Lead/Customer" field.
Currently, when I create a new field, there's a "š¤People" field, which refers to existing users.
If only it were possible to create a similar Lead (Customer) field that wasn't linked to users but existed as a completely separate database, this would allow Upbase to be adapted for CRM.
Jack S.
Jul 24, 2025
What information should a CRM collectā
Basic Data
ā¾Name, Surname
ā¾Phone
ā¾Email
ā¾Company (Linked to company profile)
ā¾URL, www, blog, socialmedia
ā¾Address
ā¾Additional Fields
Continuous Data Collection (Time-varying)
ā¾Engagement
ā¾Activities
ā¾Notes
ā¾Tasks
ā¾Meetings
ā¾Files
ā¾Emails
ā¾Social Media (possibly in the future)
Inspiration:
https://www.breakcold.com/
Jack S.
Dec 6, 2025
Amsa V
Feb 9, 2025
Do you have any plans to implement this? It would be super helpful.
Karim Mneimneh
Oct 1, 2023
I wish this existed on upbase