One Person, One Record — With Intelligence That Pays Off
Sellers, customers, buyers, and drivers aren't different "types" in the real world — the same person might sell you a car and buy parts next month. UpLift gives you one contact record with full cross-module history, tags, and auto-computed stats.
The Same Person, Three Different Records — And No One Knows
When purchasing has "sellers," POS has "customers," and commodities has "buyers," you're maintaining the same people in multiple places. You don't see that the guy selling you a truck today is the same one who bought $2K in parts last month — or that his last three vehicles had missing cats.
UpLift unifies contacts: one record, one view. Auto-computed stats (vehicles sold, avg weight, avg pay, total spend) live on the contact. Configurable alert rules are in the data model and not yet exposed as a staff screen.
One record, every role
Customer, seller, buyer, driver — or any combination. One contact with complete history across vehicles, POS, and commodities so you always have the full picture.
Auto-computed stats & patterns
Vehicles sold, avg weight, avg pay, total spend — calculated for you. Pattern detection on any custom field so you can flag high cat-missing rates, late pickups, or top buyers.
History that informs the bid
Vehicles sold, average pay, and POS spend sit on the contact record so buyers and sellers are not a blank slate when you quote or ring a sale.
Full Conversation History and Messaging
SMS and email log per contact, plus template-based messaging with variables.
SMS & email log
Every message sent or received is attached to the contact — so anyone on your team can see the full conversation history.
Template messaging
Create templates with variable placeholders (name, vehicle, amount) so you send consistent, personalized messages at scale.
Pricing engine integration
Contact stats and history are available when you quote — so your offers can reflect who you're buying from or selling to.
Stop Guessing. Start Knowing.
One contact record across the whole platform — with the stats and history that help you quote smarter and reduce risk.
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