Meet Crystal
A CRM without all the fuss!
About Crystal
Upshift is your all-in-one human resources platform
Payrolls
Time-offs
Analytics
Compliance
- Centralized employee management
- Real-time compliance updates
- Customizable reports
Empower your HR team with powerful tools
Project Management Tool
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
One Click Invoice Creation
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Create Estimates
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Create Good Looking Proposals
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
Leads Management
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record Expenses
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record Payments
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Support System
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Knowledge Base for Customers and Staff Members
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Built In Staff Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Manage Contracts
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Send Surveys to Leads and Customers
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.
Detailed Calendar
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
Company Newsfeed
Share great company events, upload documents, easy employees communications.
Goals Tracking
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Create Additional Custom Fields
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…
Simple Reports For Quick Overview
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Survey Reports
Generate powerful survey reports
Automated payroll system
Integrations
Extend your capabilities with seamless integrations
Pricing
Choose the right plan for your business
Starter
GBP
£99
per user
- Payroll processing for up to 50 employees
- Basic HR management
- Employee self-service portal
- Standard compliance updates
Pro
GBP
£199
per user
- Payroll processing for up to 200 employees
- Advanced HR management
- Enhanced reporting and analytics
- Real-time compliance updates
Enterprise
Custom
- Unlimited payroll processing
- Full suite of HR management tools
- Customizable dashboard and reporting
- Dedicated account manager
Starter
GBP
£99
per user
- Payroll processing for up to 50 employees
- Basic HR management
- Employee self-service portal
- Standard compliance updates
Pro
GBP
£199
per user
- Payroll processing for up to 200 employees
- Advanced HR management
- Enhanced reporting and analytics
- Real-time compliance updates
Enterprise
Custom
- Unlimited payroll processing
- Full suite of HR management tools
- Customizable dashboard and reporting
- Dedicated account manager
Starter
US
$10
per user
- Payroll processing for up to 50 employees
- Basic HR management
- Employee self-service portal
- Standard compliance updates
Pro
US
$20
per user
- Payroll processing for up to 200 employees
- Advanced HR management
- Enhanced reporting and analytics
- Real-time compliance updates
Enterprise
Custom
- Unlimited payroll processing
- Full suite of HR management tools
- Customizable dashboard and reporting
- Dedicated account manager
Testimonials
Hear from our users
Maria Lopez
John Carter
Jane Doe
Samantha Bryne
