CRM
Integration

Auto-create leads from every chat and keep them in sync two-way with HubSpot, Salesforce and Zoho - no manual data entry.

Social CRM
A 360° view of every customer

Capture contact details across every channel to build complete customer profiles, then see conversations side-by-side with real activity — orders, bookings and more. Build segments in a click for sharp, personalized targeting, and keep everything in sync with the tools you already use.

360°
Customer view
CSV / API
Instant import
Custom
Data objects
Two-way
CRM sync
Unify and grow your customer base — Stepup
Contact management
Unify and grow your customer base

Bring every customer from every chat into one place — then re-engage and convert them right inside the conversation.

Import in seconds

Bring your existing base in fast from CSV files or our API and start engaging immediately.

Auto-create profiles

New contacts get a full profile created automatically the moment they message you.

Flows & broadcasts

Add customers to automated marketing flows or broadcast lists for personalized outreach.

Data management
Manage data beside every conversation

Structure your CRM exactly the way you want, and see customer records right next to the live chat.

Custom objects

Organize orders, bookings, events or any record type your business needs — your way.

Side-by-side records

View order history, memberships and loyalty points alongside the live conversation.

Automate data collection

Capture and update data automatically, and connect any external data source with ease.

Manage data beside every conversation — Stepup
Segments that power personalized journeys — Stepup
Segmentation
Segments that power personalized journeys

Find the right customers fast and guide them down the funnel with targeted, automated campaigns.

Labels & filters

Apply custom labels to contacts to filter your inbox and find any group instantly.

Group by behavior

Segment by demographics, purchase behavior or preferences for automated campaigns.

Real-time updates

Update customer attributes live from your inbox and auto-build segments for sharper targeting.

Integrations
Sync with your CRM & store

Connect the systems you already run so customer data flows both ways — with no manual entry.

Two-way CRM sync

Keep contacts and deals in sync with HubSpot, Salesforce and Zoho automatically.

Store integration

Connect Shopify or Salla to see orders, carts and catalogs inside the chat.

Auto lead creation

Every new conversation can create and enrich a lead in your CRM instantly.

Sync with your CRM & store — Stepup
FAQs
Frequently Asked
Questions
It's a CRM built around conversations — every contact, chat and record (orders, bookings, loyalty) lives together, giving you a true 360° view of each customer across WhatsApp, Instagram, Messenger and more.
Yes — import in seconds from a CSV file or via our API, then start messaging and segmenting right away.
Yes. Stepup syncs two-way with HubSpot, Salesforce and Zoho, and connects to Shopify or Salla so orders and profiles stay up to date.
Absolutely — create custom objects for orders, bookings, events or anything else, and link them to customer records to power richer conversations.
Contact
Automate Every
Customer Conversation
E-mail address
info@stepup.cloud
Phone number
+971 52 976 5321

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