Question 1

What does Uptic do?

Accepted Answer

Uptic builds and sources custom business solutions including CRM software, AI automation, online appointment booking, payment processing, custom websites, POS hardware, and lead generation services. Uptic either builds a fully custom solution or refers clients to a trusted partner — whichever is the better fit.

Question 2

What industries does Uptic serve?

Accepted Answer

Uptic serves a wide range of industries including payment processing ISOs, B2B sales teams, insurance sales, home services (HVAC, plumbing, roofing), real estate, salons and spas, health and wellness, fitness studios, consulting, and professional services.

Question 3

Does Uptic offer a CRM for sales teams?

Accepted Answer

Yes. Uptic CRM is a purpose-built sales platform for cold calling and outbound sales teams. It includes lead management, call recording, email campaigns, task management, automated workflows, analytics, and integrations with tools like Zoom, Calendly, and Google Sheets.

Question 4

Can Uptic build a custom AI solution for my business?

Accepted Answer

Yes. Uptic designs and builds custom AI automation solutions tailored to specific business workflows and goals. If an established AI platform is a better fit, Uptic also refers businesses to vetted partners with proven results in their industry.

Question 5

Does Uptic offer online booking software?

Accepted Answer

Yes. Uptic Booking is an online appointment scheduling system that allows clients to book 24/7, sends automated SMS and email reminders to reduce no-shows, supports multi-staff scheduling, and includes built-in invoicing and payment collection.

Question 6

What payment processing solutions does Uptic offer?

Accepted Answer

Uptic Payments is a secure payment processing solution offering lower transaction fees than most competitors, next-day or same-day payouts, recurring billing, mobile payments, invoicing, and multi-currency support. It integrates with Uptic's CRM, Booking, and Hardware products.

Question 7

How do I get started with Uptic?

Accepted Answer

You can get started with Uptic by booking a free 45-minute demo at uptic.io. Uptic's team will learn about your business needs and recommend the right solution — whether that's building something custom or connecting you with the right partner.