CRM & Marketing
Manage leads and customer engagement.
One shared WhatsApp inbox. Workflows that move the next step. Campaigns when you need to announce - not instead of a process.
Which course are you interested in?
BBA
When would you like to start?
September 2026
Aarav Shah
BBA · September 2026 intake
- SALES OWNER
- NP Neha Patel
- FOLLOW-UP
- 12 Sep · 11:00 am
- DAY 1Course overviewSent after the enquirySent
- DAY 5Fees and scholarship detailsFollow up if there is no replyScheduled
- DAY 15Counselling reminderInvite the prospect to speak with admissionsScheduled
What CRM & Marketing runs
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Shared team inbox (no personal-phone memory)
Every conversation lands in one inbox the whole team can see. When the person who was handling it is on leave, the chat is still there with its history.
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WhatsApp automation and AI-assisted workflows
Ask questions, qualify replies, create a lead and assign the next step through WhatsApp. Use defined automation for a consistent journey, with AI assistance where your process needs it.
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Campaigns, drip sequences, and templates
Announce a new price list or a festival offer to the contacts who opted in, with approved templates, and let the replies come back into the same inbox.
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Contacts, tags, QR capture
A QR code on the counter, the shelf or the visiting card starts a chat that becomes a contact with the tags your team filters by.
Used by: real estate, education, HR agencies, local retail, clinics.
Where it runs today
"Orders come directly through UpMatrix, and we've seen more footfall since starting these campaigns."
Product ecosystem
Part of the UpMatrix ecosystem
Same WhatsApp core, same way of working. Start where the work is stuck today.
CRM plans are billed quarterly or yearly. See pricing.
Your next step
Ready to give your business a clear process?
Tell us how work runs today. Let’s discuss what needs a process.
Discuss My Process