AI-powered business operating system

The AI-powered business operating system for teams that move fast.

UP1 connects sales, communication, documents, operations, customer work, People & HR, custom objects, automations, and business intelligence into one workspace built to keep every team aligned.

UP1 is an AI-powered business operating system for teams that need one connected place to run sales, operations, email, customer work, People & HR, custom objects, automation, and business intelligence.

AI Command Center

People & HR OS

Custom Objects OS

Email OS

Operations

Documents

Automation

Analytics

AI Command Center

UP1 AI Operating System

Ready

Drafts to review

Active providers

Email OS

Live

Command center for every AI surface — drafts, approvals, and provider routing in one hub.

Email OS

Email Command Center

Needs reply

Team inbox

Gmail sync · Review & Send · No auto-send

AI Action Center

Approval required

Follow up with Avery Chen

AI-generated task draft · verify before acting

Operations

Active projects

At risk

Capacity, promises, and delivery in one command view

People & HR OS

HR command center

Open cases

Onboarding · time off · compliance · help desk

Dashboard

Pipeline

$131K

Documents AI

Extract · summarize · assist

Custom Objects OS

Builder · fields · relationships · runtime

Built for high-velocity service teams.
Designed to scale across sales, operations, HR, and customer work.
One system for the work that usually lives in disconnected tools.

Why teams choose UP1

One workspace for daily execution

Connect leads, tasks, documents, email, scheduling, customers, and internal work in one operating layer.

AI with approval controls

Draft, summarize, route, and recommend next actions while keeping humans in control of customer-facing work.

Built beyond a normal CRM

Run sales, operations, People & HR, custom data, automations, and reporting from one connected platform.

Designed for teams that cannot afford chaos

Reduce missed follow-up, scattered ownership, manual handoffs, and disconnected reporting.

One platform. Every operating system your business needs.

Explore the UP1 modules available across the platform. Each module connects into the same operating layer so teams can work from one source of truth.

Sales OS

Available

Leads, pipeline, appointments, proposals, and closing workflows.

Open →

Call Center OS

Available

Dialer workflows, call activity, and setter-to-closer handoffs.

Open →

Marketing OS

In rollout

Campaigns, capture, attribution, and nurture journeys.

Open →

Customer Success OS

In rollout

Post-sale accountability, renewals, and customer health.

Open →

Operations OS

In rollout

Delivery workflows, capacity, escalations, and promises.

Open →

Field Growth OS

In rollout

Canvassing, territories, and field performance.

Open →

Email OS

Available

CRM-native inbox sync, team routing, and review-before-send.

Open →

Calendar OS

Available

Scheduling, virtual appointments, and calendar connections.

Open →

Documents OS

Available

Proposals, contracts, signatures, and document AI.

Open →

Automation OS

Available

Sequences, routing rules, and workflow automation.

Open →

Billing OS

In rollout

Invoices, milestones, collections, and revenue accountability.

Open →

Accounts Receivable OS

In rollout

Invoice-to-cash, aging, collections, and cash command center for customer receivables.

Open →

Analytics & Intelligence

Available

Executive dashboards, manager coaching, and operational visibility.

Open →

People & HR OS

Employee operations, HR support, compliance readiness, and people workflows in one workspace.

Open →

Custom Objects OS

Model unique records, relationships, fields, and permissions without rigid CRM limits.

Open →

WorkChat OS

Available

Internal messaging and team collaboration.

Open →

AI OS

In rollout

Command center, action center, and approval-first AI assistance.

Open →

V5 · Live workspace

People & HR OS is built directly into UP1.

Run employee operations, HR support, compliance readiness, onboarding, time off, scheduling, documents, incidents, and knowledge workflows from the same platform your business already uses.

People operations

Employee directory & org chart
Onboarding & offboarding
Time off, attendance & scheduling

Performance & engagement

Performance, goals & surveys
People AI
HR Communications

Trust & compliance

HR Documents
Incidents
Compliance & Policy Rules
Audit & Access

Employee support

HR Help Desk
Knowledge Base
Notifications
Activity
HR Settings

Most CRMs stop at customers. UP1 connects the people operating the business too.

V5 · Live workspace

Custom Objects OS lets UP1 adapt to your business.

Create the records, relationships, fields, views, permissions, and workflows your company actually needs — without forcing your operation into a rigid CRM model.

Custom object builder

Define objects that match how your business actually runs.

Custom fields & record views

Capture the data your team needs with layouts teams can use daily.

Relationship mapping

Connect records across objects with clear ownership and context.

Permissions & access

Role-aware visibility for internal teams and controlled surfaces.

Audit trail

Track changes with audit-friendly evidence for operators and admins.

Navigation & runtime workspace

Objects appear in navigation and open in a production-ready workspace.

When your business has unique processes, UP1 can model them instead of making your team work around software limitations.

Built first for teams where speed matters

Designed for high-velocity service teams. Built to scale beyond them.

Home services and field-heavy businesses were our first beachhead because missed follow-up and slow response are expensive. UP1 is built for any team that cannot afford chaos.

HVACSolarRoofingPlumbingElectricalWindowsLandscapingPest controlHome improvementField salesOperations-heavy businessesCall centersService teams

Missed follow-up and slow response times
Scattered ownership across tools and inboxes
Disconnected sales and operations
Manual admin that slows the team down
No visibility into the next step
Weak handoffs and appointment no-shows
Teams juggling too many disconnected tools

Product overview

See UP1 in action

Watch a quick overview of how UP1 connects modules, teams, and daily work into one operating system.

Talk with UP1

See whether UP1 fits your team

Request a walkthrough of the platform, People & HR OS, Custom Objects OS, or the modules that matter most to your operation.

UP1 is a product of Brightside Revenue Company

Run sales, operations, customer work, People & HR, and custom data from one connected platform. The app runs at app.up1platform.com.