Web-based. No installation or download required.
WARNING! Do NOT pay another monthly subscription for a CRM, calendar service, survey tool or sales funnel builder until after you watch this demo and read this page first.
For the last few years, we’ve been fortunate enough to work with over 2000 accounting & bookkeeping firms in 23 countries.
And, through all of that time, we’ve been able to gain valuable insight into how we can help firm owners more effectively and efficiently.
We have seen firms fall into two camps:
One is where the firm owner is in the weeds, still doing the accounting work.
The other camp is where the firm owner embraces the CEO mindset and runs the accounting firm, and removes themselves from the day to day as much as possible.
The CEO mindset of being an accounting firm owner (rather than an accountant) requires a shift in the priorities of that owner.
This shift enables payroll to be met, it keeps suppliers paid, and enables strong cash flow and profits.
Our world-leading programme enables firm owners to be in the driver's seat and create a sales and marketing machine.
The Uplevel platform is the fuel that drives the engine.
We are not just talking about mastering lead generation. We are talking about a platform that deploys the whole marketing and sales process: lead generation ➡️ to nurturing ➡️ to booking a call ➡️ to closing the prospect ➡️ to onboarding ➡️ to service delivery…
And as Uplevel is specifically for accounting and bookkeeping firms, you will most likely find it links to your favourite accounting and bookkeeping Apps and Software… (Think Ignition, Quickbooks, Go Proposal, FreeAgent, Accountancy Manager, Senta, etc… )
You may have heard the marketing term “leaking leads” or having a “leaky bucket”.
This is what happens when a firm owner misses out on lost revenue or opportunities.
Think of your marketing system as a bucket and the leads you're putting in are water (or champagne if you prefer).
Obviously, the more holes there are in your bucket, the more revenue, clients and opportunities drain out of the bucket.
This is why here at Oompf Global we have teamed up with world-leading software developers to come and save the day and plug those pesky leaks for you.
We have optimized the entire sales and marketing journey for you...
It was originally created for one of the co-founders - Amanda C. Watts.
If you know Amanda, you will now how dreadful she is at using technology. Her inability to work the technology that was fuelling her business meant that Oompf was stumped by Amanda’s tech limitations.
So the frustrated team set about creating a platform that meant that at any one time, (cons) Amanda could access the data she needed to see which marketing campaigns were working. She could see what was in the pipeline at a click of a button, she could deploy a new sales funnel in a day without having to ask the team to do it, and Oompf revved up a gear.
We have a well known saying now “If Amanda can understand it, and use it with ease, then any of our clients can too”. Amanda is the benchmark for ensuring the platform is the easiest tech you can use.
We also understand that new Tech can be expensive and laborious when first adopted. What makes matters worse is most marketing and sales platforms are bitty, and you need 10-14 different pieces of tech just to get a sales funnel deployed and hooked up to a pipeline.
The average business spends £2499 per month on tools…
But do not fear, Uplevel is here. ONE piece of software is all you need.
We have worked with some of the most talented software developers and marketing engineers to launch our very own all-in-one marketing software.
So, after months and months of hard work to create a massive list of features we wanted and preloading it with all of the funnels from Momentum we are launching…
With Uplevel we have simplified the digital marketing tech stack an accounting or bookkeeping firm needs into one core product!
No more having to waste time (and frustration) with a bunch of different companies.
Now, everything you need to build your firm is in one place.
This is the core of UPLEVEL. You can create as many Sales Pipeline dashboards as you'd like so that you can SEE and TRACK your sales processes and sales funnels at all times.
Every lead you generate becomes a new Opportunity, front and center in the UPLEVEL dashboard. This now becomes your big picture
overview of how many leads are coming in to your firm and from what source.
Once your leads are feeding into the UPLEVEL dashboard, you can create as many Stages as you'd like so that you can SEE where they are at all times in the sales cycle, while moving them from stage to stage accordingly.
Every prospect that comes into UPLEVEL is stored neatly with all of their contact information and their engagement activity front and center, for flawless management of the relationship, from stranger, to lead, to client, that stays with you for a very long time.
Your prospects or clients can now book calls or sessions right on your
new UPLEVEL calendar
dashboard. It functions EXACTLY the same as any outside calendar subscription service you may have. And the best part, the data is all in ONE place!
The ability to track the ROI and leads in UPLEVEL is a game-changer in the advanced dashboard. Track stats such as traffic and lead source, appointment rates and even response rates will sit right on your UPLEVEL account.
A chat widget is a little box that you can install on the bottom corner of your website so that your visitors can get instant and fast support from you and your team, which makes it easier to connect with your customers in real time and make sales. This is a fabulous way to engage your website visitors and capture their info!
If you ever need to create a professional website that can collect leads and add them instantly into your UPLEVEL account, you can. There is a fully
functional Website Builder inside. No need for fancy programming - just drag and drop!
This is a BIG ONE! Funnel builders can range from £50 per month to £300 per month these days. You now NO LONGER need any of them. There is a robust Sales Funnel Builder right inside your UPLEVEL account. And the best part, you get unlimited Funnels with no hosting fees!
It's Like Having The Awesome Functionality Of All These Companies But In ONE Software!
We know our software is a Game Changer.
For the first time in the accounting space, the leading marketing and sales consulting firm Oompf Global has released its own digital marketing software specifically for you.
This means not only will you have the global leaders in marketing for accounting firms teaching you the strategies to use to attract and convert high-value clients, you will also have the global leaders in marketing for accounting firms teaching you how to use the software and deploy those strategies through automation and scale.
There is no catch...
As you saw in the video above, this is the first ever (and the best) "All-In-One" platform built to build out your marketing funnels, manage your leads, see your entire sales pipeline from front to back, integrate your calendar, your appointments and so much more!
ALL in ONE clean, simple Dashboard without the need for multiple different subscriptions to multiple different tools that really only cause more confusion (and cost!) and less accomplishment.
We know that there is no point giving you the keys to a Ferrari if you don't know how to drive....
Which is why we include Uplevel as part of our Momentum program
12 months of working with Amanda, Matthew and the team at Oompf with all of our training and templates pre-loaded into your Uplevel account ready to customise and deploy - FAST!
It is the new breed of SaaS product...
Web-based. No installation or download required.
There is very little tech required. Uplevel is built and ready to go, and hosted in the cloud so there is nothing to install on your machine. Works on Windows or Mac. You can have your entire Uplevel account up and running in an hour or less. The ‘start here’ tutorial videos will walk you through how to connect Uplevel to your sales process.
Uplevel will be THE differentiator between accounting firms that thrive and scale and accounting firms that struggle and fizzle out. When you activate your account you will KNOW where every lead is in your pipeline and you will SEE where they are in the sales cycle at ALL times.
Stop being an accountant and start being a business owner..
It's time to UPLEVEL!
Absolutely! Uplevel can be up and running in less than an hour. Your 'Start Here' Guide+Cheatsheet and members area walk you step-by-step through setup and connecting all your existing systems. You can start getting leads into Uplevel straight away, no tech team required! But, if you do need help, just jump into the community or submit a ticket and our team will get right on it.
Great question. Many firm owners feel like they are on their own when they implement new technology. But not to worry. We have a Private Members Area with 'How To' training, a 'Start Here' Guide+ Cheatsheet, a Private Support Group, an Extensive Knowledge Base & Video Archive and TWO LIVE Office Hours Sessions a week where you can join on Zoom and get help from our expert team.
Absolutely. You can create beautiful HTML newsletters or simple plain text emails. You can add you existing email signatures to Uplevel so they appear on all outgoing messages. Create workflows with email autoresponders to deliver ebooks, drive webinar registrations and more.
Our software development team who built this unique Sales & Marketing Platform are simply the best in the business. They are constantly updating and improving every element of the platform and updates happen automatically inside your account with no added costs to our members ever!
Yes. There is almost no platform that does not integrate with the Uplevel platform. From practice management systems like Karbon, Accountancy Manager & Senta, and Proposal software like Go Proposal by Sage and Practice Ignition, your firms existing tools can be connected and exchange data with Uplevel securely and safely.
When you activate your 12 Month License to Uplevel it includes up to three users. If you'd like to add more users just let us know and that can be arranged. You can also customise the access levels users have, so if you want to work with an external designer or sales team you can let them see only the information they need to do the job.
Of course. Uplevel is cloud-based. There is nothing to download or install on your machine. All you need is a web browser on your computer and you are fine. Uplevel can be accessed anywhere, anytime.
100% That is exactly why Uplevel was created. You can see a detailed, big picture overview of exactly where each lead is coming from and where they are in the sales cycle.