Client Management
Keep your clients at the centre of everything.
Managing clients is no longer a complicated task. With Upmind, you can organise, track, and engage all your clients from one place. Store details, track interactions, and manage accounts – whenever, however, wherever.
We make client management simple – so you can always keep your clients front and centre.
Client Management
Keep your clients at the centre of everything.
Managing clients is no longer a complicated task. With Upmind, you can organise, track, and engage all your clients from one place. Store details, track interactions, and manage accounts – whenever, however, wherever.
We make client management simple – so you can always keep your clients front and centre.
Client Management
Keep your clients at the centre of everything.
Managing clients is no longer a complicated task. With Upmind, you can organise, track, and engage all your clients from one place. Store details, track interactions, and manage accounts – whenever, however, wherever.
We make client management simple – so you can always keep your clients front and centre.
Add, track and organise your clients – all from one panel.
Add, track and organise your clients – all from one panel.
Add, track and organise your clients – all from one panel.
Manage clients with ease and without limits.
New client? Not a problem. They’re automatically added to your system as clients register for the very first purchase. You can also manually add clients. Whether you have 10 clients or 10,000, everything stays neatly organised in one place.
Manage clients with ease and without limits.
New client? Not a problem. They’re automatically added to your system as clients register for the very first purchase. You can also manually add clients. Whether you have 10 clients or 10,000, everything stays neatly organised in one place.
Manage clients with ease and without limits.
New client? Not a problem. They’re automatically added to your system as clients register for the very first purchase. You can also manually add clients. Whether you have 10 clients or 10,000, everything stays neatly organised in one place.
Get an overview of everything important.
It takes a moment to glance at everything important. Client overview lets you see order history, payments, support tickets, custom notes, client preferences, and you can also set custom prices.
Get an overview of everything important.
It takes a moment to glance at everything important. Client overview lets you see order history, payments, support tickets, custom notes, client preferences, and you can also set custom prices.
Get an overview of everything important.
It takes a moment to glance at everything important. Client overview lets you see order history, payments, support tickets, custom notes, client preferences, and you can also set custom prices.
Group & filter smarter for more control.
Not all clients are the same. Group, sort and segment your clients however you like with client tagging, making it easier to find customers, send bulk notifications, offer exclusive discounts, and carry out bulk actions. Set custom fields to capture the information that matters to you.
Group & filter smarter for more control.
Not all clients are the same. Group, sort and segment your clients however you like with client tagging, making it easier to find customers, send bulk notifications, offer exclusive discounts, and carry out bulk actions. Set custom fields to capture the information that matters to you.
Group & filter smarter for more control.
Not all clients are the same. Group, sort and segment your clients however you like with client tagging, making it easier to find customers, send bulk notifications, offer exclusive discounts, and carry out bulk actions. Set custom fields to capture the information that matters to you.
Delight your customers with a centralised experience.
Delight your customers with a centralised experience.
Delight your customers with a centralised experience.
Fully branded, self-serve client portal
Give your clients 24/7 access to manage their account, orders, payments, and support through a branded portal running on your very own custom domain and integrated into your website. It looks and feels like your business—because it is.
Fully branded, self-serve client portal
Give your clients 24/7 access to manage their account, orders, payments, and support through a branded portal running on your very own custom domain and integrated into your website. It looks and feels like your business—because it is.
Fully branded, self-serve client portal
Give your clients 24/7 access to manage their account, orders, payments, and support through a branded portal running on your very own custom domain and integrated into your website. It looks and feels like your business—because it is.
Faster support with impersonation
It is hard to solve a problem without knowing what it is. With one-click impersonation, you can see exactly what your client sees and fix issues fast—without the back-and-forth. Every action is logged indefinitely for complete transparency.
Faster support with impersonation
It is hard to solve a problem without knowing what it is. With one-click impersonation, you can see exactly what your client sees and fix issues fast—without the back-and-forth. Every action is logged indefinitely for complete transparency.
Faster support with impersonation
It is hard to solve a problem without knowing what it is. With one-click impersonation, you can see exactly what your client sees and fix issues fast—without the back-and-forth. Every action is logged indefinitely for complete transparency.
Powerful collaboration tools
Your clients can invite delegates to manage aspects of their accounts, while the parent & child relationship allows one client to manage multiple sub-accounts.
Powerful collaboration tools
Your clients can invite delegates to manage aspects of their accounts, while the parent & child relationship allows one client to manage multiple sub-accounts.
Powerful collaboration tools
Your clients can invite delegates to manage aspects of their accounts, while the parent & child relationship allows one client to manage multiple sub-accounts.
Your client data is kept safe and secured, as it should be.
Your client data is kept safe and secured, as it should be.
Your client data is kept safe and secured, as it should be.
Strict data security
Data security is vital, and we go the extra mile to ensure your client data is secure, accessible, and removable whenever you need. Upmind is ISO27001 certified. See our certifications.
Strict data security
Data security is vital, and we go the extra mile to ensure your client data is secure, accessible, and removable whenever you need. Upmind is ISO27001 certified. See our certifications.
Strict data security
Data security is vital, and we go the extra mile to ensure your client data is secure, accessible, and removable whenever you need. Upmind is ISO27001 certified. See our certifications.
GDPR compliant
From secure data encryption to full user control, we keep privacy simple, transparent, and always in your hands.
GDPR compliant
From secure data encryption to full user control, we keep privacy simple, transparent, and always in your hands.
GDPR compliant
From secure data encryption to full user control, we keep privacy simple, transparent, and always in your hands.
Data residency
With hubs in Europe and Asia, and upcoming locations in the US, India, and Canada, we ensure your data stays compliant with local residency requirements.
Data residency
With hubs in Europe and Asia, and upcoming locations in the US, India, and Canada, we ensure your data stays compliant with local residency requirements.
Data residency
With hubs in Europe and Asia, and upcoming locations in the US, India, and Canada, we ensure your data stays compliant with local residency requirements.
Client data control
Export and store your client data offline or schedule daily uploads to your own Amazon S3 account – available on all paid plans.
Client data control
Export and store your client data offline or schedule daily uploads to your own Amazon S3 account – available on all paid plans.
Client data control
Export and store your client data offline or schedule daily uploads to your own Amazon S3 account – available on all paid plans.
Our tools help you manage your clients better—all of them.
Our tools help you manage your clients better—all of them.
Our tools help you manage your clients better—all of them.
Google Tag Manager & Analytics
Our GTM integration lets you capture data layer events from your client area. Monitor traffic, user behaviour, and conversions in real time for smarter marketing insights.
Google Tag Manager & Analytics
Our GTM integration lets you capture data layer events from your client area. Monitor traffic, user behaviour, and conversions in real time for smarter marketing insights.
Google Tag Manager & Analytics
Our GTM integration lets you capture data layer events from your client area. Monitor traffic, user behaviour, and conversions in real time for smarter marketing insights.
Track referrals
See where your clients are coming from and what’s driving sales, with our automatic tracked referrals reporting.
Track referrals
See where your clients are coming from and what’s driving sales, with our automatic tracked referrals reporting.
Track referrals
See where your clients are coming from and what’s driving sales, with our automatic tracked referrals reporting.
Lead management
Track every lead, enquiry, and referral all in one place.
Lead management
Track every lead, enquiry, and referral all in one place.
Lead management
Track every lead, enquiry, and referral all in one place.
Built-in affiliate tools
Run your very own affiliate program, offering clients a commission when they refer you business. Our affiliate platform handles everything from tracking to payouts.
Built-in affiliate tools
Run your very own affiliate program, offering clients a commission when they refer you business. Our affiliate platform handles everything from tracking to payouts.
Built-in affiliate tools
Run your very own affiliate program, offering clients a commission when they refer you business. Our affiliate platform handles everything from tracking to payouts.
Powerful granular controls
Let your clients configure currencies, payment captures, suspension overrides, pricing, and so much more.
Powerful granular controls
Let your clients configure currencies, payment captures, suspension overrides, pricing, and so much more.
Powerful granular controls
Let your clients configure currencies, payment captures, suspension overrides, pricing, and so much more.
Client import tool
Import all your client data from your current platform via a CSV file or by using our API. We also support import from WHMCS.
Client import tool
Import all your client data from your current platform via a CSV file or by using our API. We also support import from WHMCS.
Client import tool
Import all your client data from your current platform via a CSV file or by using our API. We also support import from WHMCS.
You're in good company.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
You're in good company.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
You're in good company.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Upmind powers the work we do at A2 Hosting, delivering next-generation customer experiences and control panels for our clients. Together, we push the boundaries of innovation. Upmind's user first approach makes it easy for our team to scale our business.
We migrated to Upmind from a decades-old legacy system. Throughout the migration process, we created custom carts, and the team were adaptive in adjusting import processes and features to match our unique requirements.
Ridvan K.
Upmind has scaled with us from 100 to 500+ care staff, with dedicated workflows for abuse management, retention, and more. By working closely with the Upmind team, we've optimised performance and efficiency. The admin panel lets us manage the full customer experience in one unified platform. Our team love it!
Panos K.
Enhance sits on top of the Upmind billing APIs and lets us just forget about the hassle of invoicing and payments. We rely on Upmind to handle our billing and support so we can focus entirely on developing our own product.
Adam S.
I love that everything in Upmind is accessible through the API. I can easily create the integrations and automations that my team needs for maximum productivity.
Shaik V.
Resources
Ready to migrate, launch, or scale? Let's go!
From step-by-step guides to feature updates and video tutorials, our resources are here to help you every step of the way.
Docs & Guides
Our documentation and in-depth guides walk you through settings, setups and core concepts – so you can get up and running, fast.
Video Walkthroughs
Dive into video walkthroughs covering key features, tips, and best practices to help you streamline and grow with Upmind.
Roadmap & Requests
See what’s coming, request new features, and upvote integrations and ideas. Help us shape the future of Upmind with your feedback.
Resources
Ready to migrate, launch, or scale? Let's go!
From step-by-step guides to feature updates and video tutorials, our resources are here to help you every step of the way.
Docs & Guides
Our documentation and in-depth guides walk you through settings, setups and core concepts – so you can get up and running, fast.
Video Walkthroughs
Dive into video walkthroughs covering key features, tips, and best practices to help you streamline and grow with Upmind.
Roadmap & Requests
See what’s coming, request new features, and upvote integrations and ideas. Help us shape the future of Upmind with your feedback.
Resources
Ready to migrate, launch, or scale? Let's go!
From step-by-step guides to feature updates and video tutorials, our resources are here to help you every step of the way.
Docs & Guides
Our documentation and in-depth guides walk you through settings, setups and core concepts – so you can get up and running, fast.
Video Walkthroughs
Dive into video walkthroughs covering key features, tips, and best practices to help you streamline and grow with Upmind.
Roadmap & Requests
See what’s coming, request new features, and upvote integrations and ideas. Help us shape the future of Upmind with your feedback.
FAQs
FAQs
FAQs
Your questions, answered.
If you don’t find the answer you need here, our support team is just a message away. Reach out via live chat, and we’ll be happy to help.
Your questions, answered.
If you don’t find the answer you need here, our support team is just a message away. Reach out via live chat, and we’ll be happy to help.
Your questions, answered.
If you don’t find the answer you need here, our support team is just a message away. Reach out via live chat, and we’ll be happy to help.
How does Upmind help manage client relationships?
Can I segment clients based on different criteria?
Do clients have the freedom to manage their own accounts?
Does Upmind track client activity?
How can I export or import mass customer data?
How is communication with clients in multiple languages managed?
Is there a free trial available?
How do I move to Upmind?
How does Upmind help manage client relationships?
Can I segment clients based on different criteria?
Do clients have the freedom to manage their own accounts?
Does Upmind track client activity?
How can I export or import mass customer data?
How is communication with clients in multiple languages managed?
Is there a free trial available?
How do I move to Upmind?
How does Upmind help manage client relationships?
Can I segment clients based on different criteria?
Do clients have the freedom to manage their own accounts?
Does Upmind track client activity?
How can I export or import mass customer data?
How is communication with clients in multiple languages managed?
Is there a free trial available?
How do I move to Upmind?
Ready to level up your client management?
Having all your clients and their data in one place reduces so much hassle; it’s unimaginable.
Ready to level up your client management?
Having all your clients and their data in one place reduces so much hassle; it’s unimaginable.
Ready to level up your client management?
Having all your clients and their data in one place reduces so much hassle; it’s unimaginable.
Features
© Upmind Automation Ltd. All Rights Reserved.
Features
© Upmind Automation Ltd. All Rights Reserved.
Features
© Upmind. All Rights Reserved.