Is MoveUpMark suitable for a very small team?

Yes. One person can use it alone, and you add staff with their own logins and permissions as the team grows.

Do I need technical skills to set it up?

Most of it is set up from Settings without code. The part that needs the most care is connecting a WhatsApp Business Platform number, which involves your Meta account.

How is it priced for a small business?

Pricing is agreed with each business and shown in your account. Every customer gets the full CRM, so a small business has the same features as a larger one.

Can I move my existing customer list in?

Yes, by importing a CSV file of contacts. You see what will be imported before it is saved.

Will the AI reply to my customers without my say-so?

Only if you publish an agent and switch it on for WhatsApp. You control its instructions, and you can take any conversation over.

What if my customers do not use WhatsApp?

Then MoveUpMark is probably not the right CRM for you. Conversations, AI replies and campaigns all run on WhatsApp.

CRM for Small Business

A CRM for small business teams that sell through conversations

In a small business the person who answers enquiries is usually also doing three other jobs. MoveUpMark is built for that situation: leads from your ads and your WhatsApp number land in one place, an AI agent can answer while you are busy, and the follow-up you would otherwise forget is written down once and run for you.

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What changes in a normal week

Enquiries stop being scattered
Ad leads and WhatsApp chats are in one list, not in a form inbox, a spreadsheet and somebody's phone.
New leads get an answer
An AI agent can reply on WhatsApp from your own information when nobody is available to.
Follow-up is written down
A workflow sends the reminder or creates the task, so it no longer lives in someone's head.
You can see where you stand
Open deals and booked appointments are on the contact, and your invoices are in the same account.

One workspace in place of several tools

A small team does not have time to keep five systems in step. MoveUpMark keeps the pieces a lead-driven business uses in one account.

Leads and contacts
A shared WhatsApp inbox
A deal pipeline
Appointments and a calendar
Invoices, with GST where you need it

All features

Shared access for a team of two or twenty

Everyone works from the same business WhatsApp number with their own login. You decide what each role can do, and you can keep a team member to the leads assigned to them.

An assistant for the first reply

You write what the AI agent should know and how it should speak, and it answers WhatsApp enquiries from that. It hands over to a person on the phrases you choose, and anyone on the team can take a conversation over.

AI agents

Start with what you already have

You do not need to rebuild anything to begin. Import your existing contacts from a CSV file, connect the lead form you already run, and add the stages you already use to describe a deal.

Integrations

Is it the right fit?

MoveUpMark suits a business whose customers enquire through ads and WhatsApp and buy after a conversation. It is built around WhatsApp, so if your customers do not use WhatsApp, a large part of it will not apply to you.

What you need to get going

A MoveUpMark account. A 3-day free trial is available, with no credit card needed to start it.
A WhatsApp Business Platform number on your own Meta account. This is the business API, not the WhatsApp Business phone app, and setting it up with Meta is a step you do outside MoveUpMark.
Your existing contacts in a CSV file, if you want to import them.

Questions and answers

Is MoveUpMark suitable for a very small team?: Yes. One person can use it alone, and you add staff with their own logins and permissions as the team grows.
Do I need technical skills to set it up?: Most of it is set up from Settings without code. The part that needs the most care is connecting a WhatsApp Business Platform number, which involves your Meta account.
How is it priced for a small business?: Pricing is agreed with each business and shown in your account. Every customer gets the full CRM, so a small business has the same features as a larger one.
Can I move my existing customer list in?: Yes, by importing a CSV file of contacts. You see what will be imported before it is saved.
Will the AI reply to my customers without my say-so?: Only if you publish an agent and switch it on for WhatsApp. You control its instructions, and you can take any conversation over.
What if my customers do not use WhatsApp?: Then MoveUpMark is probably not the right CRM for you. Conversations, AI replies and campaigns all run on WhatsApp.

A CRM for small business teams that sell through conversations

What changes in a normal week

Enquiries stop being scattered

New leads get an answer

Follow-up is written down

You can see where you stand