You sell the solution. UpGrid orchestrates delivery.
UpGrid helps CPMS vendors, hardware manufacturers, and consultants turn commercial opportunities into delivered projects. Leads, proposals, clients, installers, and workflows stay coordinated in one system.
Built for companies that sell EV charging without running every field task.
CPMS Vendors
Your sales team closes deals but still spends too much time coordinating installations and answering status requests. UpGrid structures delivery, coordinates installers, and gives clients clear visibility.
Hardware OEMs
Regional teams track installations across multiple sites with different tools and processes. UpGrid gives every project a shared workflow and every stakeholder a clear view.
Fleet Electrification Consultants
You manage multiple projects for enterprise clients. Site surveys, proposals, installer coordination, and commissioning stay connected in one system.
From lead to live charger, in one system.
UpGrid connects your commercial pipeline, clients, internal teams, and field partners to turn each opportunity into a delivered project.
Connect your website or CRM.
Connect a HubSpot form, website contact page, or CRM. Each inbound lead can automatically create the client, opportunity, and portal so your team picks up where automation stops.
One shared view of every opportunity
Centralise inbound leads and opportunities created by your team. Assign each deal to the right sales or post-sales owner, track progress, and keep the handover from sales to delivery clear.
Build proposals from your own catalogue
Configure your catalogue of hardware, CPMS software, installation, and services once. Then assemble a complete proposal in a few clicks and send it through the client portal.
A shared client portal from day one
Created automatically when the lead arrives, the portal lets clients follow milestones, exchange messages, and access documents with your teams and the installer. No additional account is required.
Hand selected opportunities to trusted partners
Delegate the right opportunities to a trusted partner, then track qualification, quoting, and delivery end to end in the same system.
Move every project forward automatically
Templates structure the full delivery lifecycle. Each step is assigned to sales, the client, the installer, or the CSM, while key events automatically trigger the next workflow stage.
From first lead to live charger, without losing the thread.
Your client, internal teams, and partners follow the same project in the same place.
Lead created
Add a lead manually or connect your website form via webhook. Your client gets a branded portal link immediately.
Customer survey
Your client fills in site details and uploads photos directly in their portal. Structured data collection, not email attachments.
Proposal sent
Build a bundled proposal, CPMS software, hardware, installation, and send it through the portal. Your client reviews and accepts in one click.
Installer assigned
Invite your regular partners or use the UpGrid network. Review applications and quotes, then award the work.
Quote approved
The client reviews the installer's quote in the portal and approves it before work begins. Every approval is tracked.
Installation
The installer follows a structured workflow. Milestones, documents, and photos all tracked. Your client sees progress in real time.
Sign-off and handoff
Your client confirms completion in the portal. Completion report auto-generated. CPMS configured. Charger live.
One chain of execution for every client and partner.
One operating spine
Lead, proposal, assignment, installer, and sign-off stay in the same workflow. Stop stitching together CRM, email, hardware portals, and partner tools.
A client experience under your brand
Give clients a secure portal under your brand. They see the information they need, without a second account or a broken experience.
Manage your partner network
Track the opportunities assigned to each partner, their progress, associated revenue, and active projects in one shared view.
Standardise delivery without making it rigid
Workflow templates, proposal templates, snippet library. Your delivery process is captured once and runs across every client, every region.