organized
efficient
transparent
up4d CRM Standard Version
The up4d CRM Standard Version provides a clear entry into digital business development. It brings leads, contacts, and activities together in one structured environment, ensuring transparency, efficiency, and reliable processes.
Structured Business Development
The up4d CRM Standard Version creates a structured foundation for digital business development. Leads, contacts and activities are organised clearly to ensure transparency, control and efficiency.
Who benefits from the up4d CRM Standard Version
The up4d CRM Standard Version is designed for companies and decision‑makers who want to structure leads, contacts and activities for the first time and set up digital business development cleanly.
SMEs & small teams
Ideal for small and medium‑sized companies that want to create transparency and organise sales and marketing activities within a clear structure.
Solopreneurs
For independent professionals who want to manage contacts, leads and communication centrally and use social selling in an efficient, traceable way.
Startups & ventures
Suitable for early‑stage companies that need a solid CRM foundation and want to expand their processes flexibly as they grow.
What can you expect
The up4d CRM Standard Version clearly shows what you can expect: structure, visibility and efficiency. It provides a reliable foundation for clean workflows and prepares the next steps in B2B.
Clear structureClean data and clear statuses.
Central data structure
All contacts, leads and activities are structured consistently and fully traceable.
Clear status logic
Defined statuses provide orientation and clear next steps in daily work.
Standardised workflows
Structured processes reduce manual effort and create reliable operations.
Transparent overview
All relevant information is visible at a glance and easy to access.
Central overviewLeads and contacts always visible.
Central contact overview
All leads, prospects and customers are centrally organised and clearly visible.
Activities & history
Interactions, notes and steps are fully documented and easy to trace at any time.
Clear prioritisation
Relevant contacts and open tasks can be identified and handled efficiently.
Transparent collaboration
Information is shared across teams, creating a common understanding and clarity.
Efficient workflowsLeads and contacts always visible.
Predefined processes
Clear workflows reduce coordination effort and ensure consistent daily operations.
Less manual effort
Standardised steps minimise workload and prevent recurring mistakes.
Clear task logic
Tasks, responsibilities and next steps are clearly defined at all times.
Stable working foundation
Processes remain transparent and reliable as activity and volume grow.
Solid foundationBasis for further business growth.
Future‑ready structure
The CRM is designed to grow with the company and support future expansion.
Prepared for scaling
Data, processes and logic form a stable base for later automation and growth.
Clean data foundation
Structured information enables informed decisions and clear priorities.
Seamlessly extendable
The Standard Version connects smoothly with advanced up4d CRM and community solutions.
Customer Voices on Google
Our Google reviews show how customers experience collaboration and trust
Helpful Impulses
Three additional impulses that provide clarity and deeper understanding
up4d’s Local Partners
Selected up4d partners support you locally and ensure efficient implementation in digital B2B sales
Frequently Asked Questions about up4d CRM Standard Version
The up4d CRM Standard Version is the structured entry point into digital business development. It brings leads, contacts and activities into one clear CRM environment and creates visibility instead of data chaos. With a preconfigured master template, it is ready to use immediately and focused on efficient core processes.
The up4d CRM Standard Version is a structured entry point into digital business development. It brings leads, contacts, and activities together in a clear CRM environment, ensuring transparency instead of data chaos. Thanks to a preconfigured master template, it is ready for immediate use and designed to support efficient core processes.
The Standard Version is designed for small and mid‑sized companies, solopreneurs, ventures and agencies. It is ideal for teams starting with a professional CRM or looking to organise existing processes without moving straight into advanced automation or complex scaling setups.
The Standard Version includes all essential CRM features such as structured lead and contact management, clear status logic, activities, notes and a clean data model. The focus is on ease of use, transparency and reliable workflows that support social selling and systematic business development.
The up4d CRM Standard Version supports up to 30,000 records. This capacity covers the typical needs of small and growing companies. Data remains clearly structured and forms a stable foundation for future upgrades or a smooth transition to higher CRM versions if required.
Thanks to a preconfigured master template, the CRM can be deployed without long implementation phases. Companies can start immediately, add data and work productively from day one. This saves time, reduces effort and ensures fast adoption across sales and marketing activities.
The up4d CRM Standard Version is available from CHF 23 per month per seat. It provides a cost‑efficient entry into professional CRM‑driven business development and is ideal for organisations that want to build structure, transparency and scalable growth step by step.
Initially
- Get to know each other
- Define goals together
- Initial handshake
Made for Entrepreneurs
- Onboarding
- Call Kick-off Meeting
- Launch the project
Work on progress
- Weekly meetings
- Monthly retrospectives
- Continuous improvements
