digital scaleUp solutions
The All-in-One Platform for Your Business Operations
CRM, AI process analysis, automations and all core modules for daily operations – GDPR-compliant, fully managed and hosted in Germany.
Live Pipeline
B2B Consultation
62% Confidence
78% Confidence
86% Confidence
91% Confidence
Freshdesk
Tickets
Booking
Events
KI + Regeln
Analyse
Measurable CRM signals instead of gut feeling.
Campaigns, bookings and tickets become visible automatically – including confidence scores for the next sales actions.
0
CRM customers
0
Bookings analyzed
0%
Open rate
0.0%
Booking rate
Sales pipelines that update themselves.
CRM data, bookings and tickets become one clear sales process – with AI score and less manual work.
AI-Powered Pipeline Management
Drag-and-drop pipeline editor, color-coded steps and follow-ups per process stage – including an AI wizard for new sales flows.
Hybrid AI Process Analysis
Rule-based logic combined with AI analysis assigns customers to pipeline steps automatically – with confidence score and 24h protection for manual edits.
Smart Triggers & Automations
Event-based reanalysis, configurable thresholds and hourly queues keep your sales process up to date.
360° Customer Context
Appointment history, tickets, orders, email opens, protocols and activities in one central customer profile.
Follow-Up Management
Automatic follow-up after 7 days, step-specific reminders and clear task lists for your sales team.
Bulk Actions & Customer Roulette
Filter customer lists by step, score or tags – plus bulk actions and random cold-call selection.
Every status change with history.
Short status history, AI rationale and next action – without long admin screens.
72%
AI score
3 Tage
Follow-up
Process pipeline
Current status
New Lead received
Lead received. Goal is booking the status call including booking link and short briefing.
History
New lead received
AI detects the incoming order, but does not suggest proposal status yet. Next step: book status call and clarify project questions.
Booking link prepared
Follow-up set for three days. Email draft and booking link are ready for sales.
Data sources checked
Tickets, orders and last campaign reaction were merged. Manual edits remain protected.
Describe. Generate. Sell.
The pipeline wizard guides your team through industry logic, follow-up rules and confidence thresholds in a chat-style flow. Answers become a usable pipeline instantly.
scaleUp AI
creating pipeline
Pipeline preview
Auto assignment
Segment, personalize and send campaigns safely.
Anonymized dummy data: dynamic filters, templates, placeholders and test mode for CRM campaigns.
Filters
Status
Source
Progress
Last email
Tags
Max recipients
0
CRM recipients
0
segmented
0%
open rate
0.0%
booking rate
Select template
No own templates yet. Enter subject & text and save above.
Available placeholders:
vorname, nachname, firma, email, telefon, kundennummer, branche, score, buchungslink, abmelde_link
Create email
Sender
Campaign
Subject
Message (HTML)
Live Preview<p>wir haben neue Empfehlungen für {{ firma }} vorbereitet.</p>
<p>Ihr persönlicher Link: {{ buchungslink }}</p>
Email is simulated for 37,600 segmented recipients.
Own AI models that improve with your knowledge.
Anonymized demo data for feedback cycles, fine-tuning and RAG knowledge base.
Self-improvement cycle
Current sample cycle
Collect feedback
Training data
Fine-tuning
Model active
0
completed cycles
0
feedback collected
0
training examples
0%
improvement rate
Enough demo training data available. Next model run: Sunday 03:00 or manually by team approval.
Fine-tuning & training
0
conversations
0
rated positive
0
corrected
0
training data
Correction sample from demo data
AktualisierenSample customer asks for available appointments for a consultation package...
AI: I check open slots and suggest matching time windows.
Training data browser
How many bookings were evaluated last quarter?
Validated: 26,900 bookings identified from demo data.
RAG / embeddings
Automatic sync: new demo data is embedded daily at 04:00. Model training runs Sundays at 03:00.
0
total
0
calendar
0
bookings
0
employees
0
clients
0
time entries
0
Dokumente
0
FD Tickets
0
FD Wissen
0
sevDesk
0
3CX
Search knowledge base
Knowledge base sources
Extend the knowledge base with documents, tickets, invoices and booking data – shown here with anonymized demo sources.
Rechnungen & Angebote
Max. 100,000 demo entries · 42.890
Support & Service Tickets
Status, tags, history · 16.480
Dokumente & Protokolle
PDFs, notes, templates · 8.750
Freshdesk ticket becomes a sales signal
Support conversations, bookings and forms feed into the analysis. scaleUp automatically creates a note with AI result and confidence.
“Support data becomes concrete follow-ups. That saves manual research in sales every day.”
CRM Operations
“The AI assignment with confidence is strong because manual edits remain protected.”
Sales Lead
Integrations & data sources
One Platform. Real Results.
See how digital scaleUp solutions transforms your operations – with real data and features.
Your KPI Dashboard at a Glance
Appointments, work hours, open checklists and tickets – all relevant KPIs live. Employee scoreboard based on customer reviews motivates your team.
12
Termine
120h
Stunden
44
Checklisten
3
Tickets
M. Muster
4.680
M. Düsentrieb
2.977
W. Walter
2.392
Appointment Booking & Shift Planning
Manage shifts, appointment modules and bookings centrally. AI assistant creates time entries based on the previous month. Performance forecasts and booking funnels show trends.
516
Buchungen
253.425€
Umsatz
15.7%
Stornorate
Aktive Terminmodule
CRM & Campaign Management
1,674 customers, import from Freshdesk & SevDesk, bulk email with templates and campaign stats. 51% open rate, 10% booking rate – real numbers.
11.674
Kunden
51%
Öffnungsrate
10.4%
Buchungsrate
Import-Quellen
Freshdesk
verbunden
SevDesk
verbunden
Timesheets & Time Tracking
Calendar-based timesheets with work time, vacation, sick leave and holidays. AI-powered suggestions and automatic detection of missing entries.
120h
Arbeitszeit
18/22
Erfasst
4 T
Fehlend
Zeiteinträge basierend auf dem Vormonat erstellen
Customer Feedback & Reviews
4.6 star average, NPS Score +100, detailed distribution – see in real-time how satisfied your customers are. Directly linked to the employee scoreboard.
4.6 ★
Durchschnitt
472
Feedbacks
+100
NPS Score
Everything for Your Business
One platform. All tools. No more tool chaos.
Digital Time Tracking
Track working hours, monitor overtime and generate reports – all digital and GDPR-compliant.
Invoicing & Billing
Create quotes, invoices and reminders. Automatic payment notifications and export for your accountant.
Revenue, Finance & Controlling
Real-time dashboards for revenue, expenses and liquidity. KPIs at a glance for informed decisions.
Ticketing & Customer Support
Manage customer requests as tickets, prioritize and assign within your team. SLA tracking included.
Checklists & Protocols
Digital checklists for processes, quality assurance and protocols. No more paper chaos.
Scheduling & Calendar
Online scheduling for clients, team calendar with sync and automatic reminders.
Sales & CRM
Manage contacts, track leads and control sales pipelines. From first contact to closing.
Password Management
Manage team passwords securely with integrated KON-VAULT. End-to-end encrypted.
Documents & Contracts
Store, version and digitally sign contracts, proposals and documents centrally.
Managed SaaS
Fully Managed. Ready Instantly.
digital scaleUp solutions is delivered as a fully managed cloud service. Optionally also as a whitelabel under your own branding.
Fully Managed Service
Updates, monitoring, backups & support – all included.
Whitelabel Branding
Your logo, your colors, your domain. scaleUp becomes your product.
GDPR-compliant & Hosted in DE
All data remains in German data centers.
Ready to use instantly
No installation effort. Productive within 24h.
Pricing
Transparent & fair – matching your company size.
Starter
For founders and small businesses
- Up to 5 users
- Time tracking & calendar
- Invoices & quotes
- Checklists
- Email support
Business
For growing teams and SMEs
- Up to 25 users
- All Starter features
- Ticketing & CRM
- Finance & Controlling
- KON-VAULT integration
- Priority support
Enterprise
On request
- Unlimited users
- All Business features
- API access
- White-label option
- Dedicated contact
- On-premise available
See for Yourself
Find out if scaleUp is right for you – or try it right away.
Is scaleUp right for you?
4 short questions – then you'll know more.
How many employees work in your company?
Question 1 of 4
Automate CRM processes
Win back time – from lead to follow-up.
See how scaleUp brings CRM, process analysis and your sales team together in one GDPR-compliant system.