Case Study - A Platform That Digitizes Your Business Processes End to End

Overview

Upshift is a platform from Exceev Technology that digitizes the sales and operational processes of a business, whatever its sector. Each deployment is configured around how the company actually works, hosted where the client decides, and designed to be up and running within weeks.

It follows the full chain in one place: prospecting, technical quotes with product configurations, bills of materials and pricing, then orders, production, delivery, and after-sales service and warranty.

Upshift is built on Twenty, the open-source CRM, and its source code is published under the AGPL-3.0 license. The platform is currently in early access.

Key Benefits:

• Cover sales and operations end to end, from the first contact to after-sales service
• Configure the platform around your business instead of adapting to a generic tool
• Choose where your data is hosted
• Get up and running in weeks
• Build on open-source foundations you can inspect

The Upshift website lists industry, services and consulting, distribution, construction and installation, healthcare, real estate, food, transport and logistics, energy and environment, automotive and equipment, education and training, hospitality and events, tech and telecoms, and associations and the public sector among the sectors it serves.

Visit the Upshift website for documentation and a demo, or book a 30-minute discovery call to see whether Upshift fits your processes.

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