Business Records & CRM
Manage clients, cases, projects, employees, assets, products or any custom records with ownership, status and activity tracking.
Upsterix helps small teams replace spreadsheets, paper forms and manual follow-ups with practical web apps.
Start from your current Excel file, Google Sheet, Airtable, paper workflow or existing process. We map the data, permissions and screens, then build an administration module that your team can use without an ERP-sized project.
Upsterix is positioned for companies whose business processes are specific enough to need a custom administration app, but where a classic software agency build from scratch would be too expensive or slow. It turns existing data sources and process rules into generated business modules with a database, backend logic and usable frontend screens.
The tools of a real business system, built around your process: business records, generated modules, Excel and Google Sheets interoperability, granular permissions, audit logs, notifications, documents, billing, inventory, maps, dashboards and clean data management.
Manage clients, cases, projects, employees, products, inventory, rooms or any resource your business tracks.
Track products, materials, equipment, suppliers, stock levels, reorder points and stock value.
Move tasks, requests, tickets, claims and approvals through clear business stages.
Schedule employees, rooms, appointments, hearings, meetings, business events and shared resources.
Track inspections, visits, routes, branches, properties, assets and any location-based business data.
See live totals, alerts, revenue, expenses, profit and performance by client, employee, service or location.
Your data model, pages, permissions and presentation modules can be defined through configuration instead of rebuilding every app from zero.
Keep data synchronized with source files, protect user access, record changes and support notifications for important updates.
If your process needs something unique, we prepare a free implementation offer first. If you accept it, we build a module fitted to your exact requirements.
These examples show the kind of screens we can generate from your workflows: not generic templates, but practical modules for how your team already works.
Manage clients, cases, projects, employees, assets, products or any custom records with ownership, status and activity tracking.
Plan meetings, workshops, sales events, deadlines, hearings and company dates in one shared calendar.
Book rooms, beds, equipment, staff, services or client appointments — useful for clinics, salons, studios and shared resources.
See who is free, busy, away, training or overloaded across the whole week before assigning work.
Manage users, teams, roles, permissions, categories, statuses, products, suppliers, stock levels and inventory lookup data without touching code.
Replace manual reporting with live totals, alerts, status counts, trends and business health dashboards.
Track support tickets, bugs, requests, claims, approvals and follow-ups with cards, tables or configurable kanban stages.
Organize files, contracts, templates, evidence, forms, approvals and archived documents in a structured repository.
Track income, expenses, invoices, payments, VAT, profit and cash flow by client, project, employee, service, department or location.
Track inspections, visits, deliveries, routes, properties, branches, assets and any location-based business data on a map.
The technical documentation describes Upsterix as a no-code approach for automatically generating business apps with a data layer, backend services and frontend modules. The landing page now surfaces that value in plain business language.
Use existing spreadsheets as the starting data source for app generation and ongoing interoperability.
Control who can read, add, edit or delete data across pages and records.
Define models, pages and presentation components through configuration so apps can be tailored faster.
Support changelogs, alerts and data-protection thinking for operational reliability.
The best starting point is often your current Excel file, Google Sheet, Airtable, paper form, shared folder, chat-based process, or simply the way work is currently done in your head.
Share a spreadsheet, Google Sheet, Airtable, paper form, folder structure, or simply explain how the work is done today.
We identify your records, fields, statuses, permissions, dashboards, reports, and workflows.
You get a usable app with forms, filters, tables, dashboards, imports, exports, and user access.
We onboard users, adjust the details, and continue improving the system with you.
Start with one process, one team, or one spreadsheet. Expand only when the module proves useful.
Simple onboarding can be included. Larger migrations, integrations, data cleanup or custom-developed modules are scoped after the free review and quoted clearly before we build.
Get a free process reviewPerfect for teams managing clients, cases, schedules, documents, field visits, tickets, billing, inventory, approvals, or reporting in Excel, Google Sheets, paper forms, shared folders, chat, or no real system at all.