Capturing leads
New leads are created from Meta Lead Ads forms, Google Ads lead forms and messages to your WhatsApp number. Existing leads can be brought in from a CSV file, with a preview before the import runs.
MoveUpMark features: what the CRM does
This is the full list of what you get in a MoveUpMark account, grouped by the job each part does. Nothing here is a separate add-on product: it is one workspace, and each section below links to the page that explains that part in detail.
How the parts fit together
Leads come in
Ad forms and WhatsApp messages create leads and contacts, with the source kept on each one.
Conversations happen
Your team and your AI agent talk to leads in one WhatsApp inbox.
Work is tracked
Deals, tasks, notes and appointments sit on the contact they belong to.
You see the result
Reports show contacts, opportunities, messages and won deals over the period you pick.
AI agents on WhatsApp
An agent replies to WhatsApp messages from your instructions and your knowledge base, collects the contact details you ask for, scores the lead and hands over to a person on the phrases you set.
WhatsApp inbox, templates and campaigns
A shared inbox for your business number, with assignment to team members, media attachments, your approved templates, and campaigns that send a template to a smart list or all contacts.
Workflow automation
A visual builder for follow-up: triggers such as a new ad lead or a customer reply, actions such as sending a WhatsApp message or adding a task, and waits and conditions between them.
Contacts, smart lists, notes and tasks
Every lead and customer is a contact with its conversation, notes and tasks. Smart lists save a filtered view of your contacts so you can come back to the same group.
Opportunities pipeline
Deals move through the stages of your pipeline on a board. You can keep more than one pipeline, give each deal a value and mark it won or lost.
Calendars and appointments
Book appointments against a contact, see them on a monthly calendar, filter by staff member and track each appointment's status. A booked appointment or a status change can start a workflow.
Invoices
Create invoices with line items, discounts, a shipping or additional charge and tax added on top or included in the price. Add your business details and GSTIN for a GST breakdown, choose a layout, record payments, download the PDF or share it on WhatsApp.
Registers
Registers are your own record books inside the CRM. Create a register, define the fields it should have, add dated entries, filter them and export them.
Reporting
The dashboard and the Reporting area show leads, contacts, opportunities and won deals, contacts and opportunities by source, and WhatsApp messages sent, delivered, read and failed.
Team, permissions and audit logs
Add staff with roles and per-module permissions, limit a team member to the records assigned to them, choose which WhatsApp numbers they can use, and review important actions in the audit log.
Media storage
Files sent and received in conversations are kept in your account's storage, where you can browse them by source, preview them and move them to Trash.
What you need to use it
- A MoveUpMark account. You can start with a 3-day free trial.
- For messaging, AI agents and campaigns: your own WhatsApp Business Platform number, connected in Settings.
- For ad leads: a Meta Lead Ads form or a Google Ads lead form to connect.
Questions and answers
- Are these features in every account?
- Yes. Every MoveUpMark customer gets the full CRM. Pricing is agreed for each business, and it does not change which features you have.
- Is there anything on this list I have to buy separately?
- No feature here is sold as a separate product. AI replies use AI credits, a number of which are included each billing cycle, and you can add more.
- Which messaging channel does MoveUpMark use?
- WhatsApp, through the WhatsApp Business Platform. The inbox, templates, campaigns and AI agents all work on WhatsApp.
- Can invoices show GST?
- Yes. When you add your GSTIN and turn GST on in Invoice Settings, invoices show the GSTIN and a CGST, SGST or IGST breakdown.
- What is a register?
- A register is a custom record book: you decide its fields, then add and filter dated entries and export them when you need to.
- Can I control what each team member sees?
- Yes. Roles and permissions are set per module, and a team member can be limited to the records assigned to them.