organized
efficient
transparent
up4d CRM Team Version
The up4d CRM Team Version expands digital business development for growing companies. It enables efficient collaboration, transparent processes and deep community integration for long‑term customer relationships.
Teamwork & Transparency
The up4d CRM Team Version creates a shared working foundation for growing teams. It connects data, processes and communities and enables transparent collaboration with clear responsibilities across all sales and customer stages.
Who benefits from the up4d CRM Team Version
The up4d CRM Team Version is designed for growing companies that want to organise collaboration in a structured way. It connects teams, data and processes and creates transparency across leads, prospects and customers.
Growing companies
Companies with multiple team members benefit from clear responsibilities, shared data and unified processes. This creates a solid structure for efficient collaboration and predictable, sustainable growth.
Sales teams
Sales teams use the Team Version to work on leads jointly, track activities transparently and coordinate deals cleanly – without information gaps, data silos or duplicated effort.
Agencies & consultancies
Agencies and consultancies manage clients, projects and contacts centrally. The Team Version ensures clarity, defined workflows and a shared view across all customer relationships.
What can you expect
The up4d CRM Team version creates a stable foundation for growing teams. It connects people, data, and processes, enabling transparent collaboration, clear responsibilities, and sustainable customer relationships.
Shared Working FoundationA central foundation for structured team collaboration.
Central team data
All leads, contacts and customers are centrally available for the entire team and always up to date.
Shared working logic
Unified structures ensure that all team members work according to the same rules and standards.
Clear responsibilities
Tasks, ownership and next steps are clearly defined and transparently visible for everyone.
A reliable foundation
Teams work on a shared basis instead of isolated lists or individual tools.
Transparent Team ControlClear visibility of data, tasks and responsibilities.
Central process overview
All activities, tasks and statuses are visible across teams and fully traceable at any time.
Clear task management
Tasks are clearly assigned, prioritised and linked to defined next steps.
Traceable history
Decisions, interactions and progress remain transparently documented.
Shared accountability
Teams work with a unified view of processes instead of isolated information silos.
Efficient CollaborationSmooth workflows instead of coordination friction.
Aligned team processes
Unified workflows ensure that collaboration is clearly structured and efficiently executed.
Reduced coordination effort
Clear processes minimise follow‑up questions and avoid unnecessary loops in daily work.
Clear handovers
Tasks and responsibilities are handed over cleanly and remain easy to trace for everyone involved.
Productive team dynamics
Teams work together in a focused way and reduce friction caused by unclear processes.
Sustainable Customer RelationshipsBuilding and maintaining relationships together over time.
Shared customer view
All team members work with the same view of customers, contacts and relationships.
Long‑term relationship management
Interactions, history and needs remain accessible and support continuous customer care.
Consistent communication
Customers experience a uniform and coordinated presence across all touchpoints and team members.
Stable customer relationships
Structured collaboration strengthens trust and supports sustainable customer retention.
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 – CRM Team Version
The up4d CRM Team Version supports growing companies with structured collaboration. Here you will find answers about features, data limits, community integrations, team usage and pricing of the Team Version.
The up4d CRM Team Version is designed for companies that want to organise collaboration systematically. It connects teams, data and processes in one shared environment and creates transparency across leads, prospects and customers. Clear structures and team logic enable efficient and traceable business development.
The Team Version is built for companies with multiple team members, agencies and ventures that work collaboratively on leads and customers. It suits organisations that have outgrown individual work and need shared data, clear responsibilities and structured team processes without moving directly into complex enterprise systems.
Unlike the Standard Version, the Team Version is focused on collaboration. It enables shared data access, transparent task ownership and team‑based workflows. In addition, it offers deeper integration with Loyalty and Scale‑Up Communities, supporting long‑term customer relationships across multiple touchpoints.
The up4d CRM Team Version supports up to 60,000 records with unlimited data volume. This makes it suitable for growing organisations with increasing numbers of leads, contacts and customers. Even as data grows, the structured data model remains clear, reliable and accessible for the entire team.
The Team Version creates a shared working foundation. Tasks, activities and customer histories are visible across the team, while responsibilities remain clearly defined. This reduces coordination effort, avoids information loss and enables efficient collaboration throughout the entire sales and customer lifecycle.
The up4d CRM Team Version starts at CHF 29 per month per seat. It offers a balanced combination of collaboration features, scalability and integration options. Companies receive a powerful CRM solution for structured growth and professional teamwork without unnecessary complexity.
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
