Smarter Systems. Stronger Businesses.
We install the systems modern service businesses run on.
Websites, CRM pipelines, AI tools, and automated follow-up — built, connected, and maintained so your business captures opportunities, responds faster, and looks the part.
Built for trades & home services
Serving Southeastern Pennsylvania and beyond
One connected system
Website, CRM, follow-up, reviews, AI
Installed and maintained
Not handed over and forgotten
The problem
Most service businesses do not have a marketing problem. They have a systems problem.
The opportunities are already there. They get lost in voicemail, buried in a text thread, forgotten after an estimate, or sent to a competitor who answered first.
Calls go unanswered
The phone rings while your crew is working, and the caller dials the next company on the list.
Leads live everywhere
Some in a notebook, some in email, some in a phone. Nobody can see the full picture.
Follow-up depends on memory
Estimates go out and then sit, because following up manually is the first thing to slip.
The online presence is thin
An outdated site and an incomplete Google profile cost you jobs before anyone calls.
What we install
The infrastructure behind a professional operation.
Websites
Business Websites
UPK Software builds fast, mobile-first business websites with quote forms, click-to-call, service pages, and analytics built in from day one.
Learn moreCRM
CRM Systems
UPK Software sets up a CRM with a pipeline, lead stages, tagging, tasks, and reporting so every opportunity is visible in one place.
Learn moreAI
AI Systems
UPK Software installs practical AI systems — web chat, lead qualification, receptionist options, and FAQ automation — that support your team rather than replace it.
Learn moreFollow-Up
Missed-Call Text Back
When you cannot answer, missed-call text back replies instantly by SMS, captures the caller's need, and creates a CRM record.
Learn moreFollow-Up
Lead Follow-Up
UPK builds automated lead follow-up: instant acknowledgment, estimate follow-up, unresponsive lead sequences, and reactivation campaigns.
Learn moreReputation
Reputation Management
Review generation, monitoring, response templates, and profile consistency so your online reputation reflects the quality of your work.
Learn moreHow it works
Five stages, one outcome: a business that runs on systems.
01
Discover
UPK learns how the business currently operates — how calls arrive, how quotes go out, and where opportunities get lost.
02
Design
We identify which systems make sense for your size, your team, and the way your customers actually reach you.
03
Build
UPK builds and connects the systems: website, forms, CRM pipeline, follow-up workflows, and AI where it helps.
04
Launch
The website, CRM, workflows, and applicable AI systems go live, and we test each path end to end.
05
Optimize
UPK monitors and improves the digital infrastructure over time, with regular checks and recommendations.
Industries
Built around how service businesses actually operate.
Packages
Clear scope, clear pricing.
Choose a professionally managed website or add connected AI agents that help your business respond faster, automate repetitive communication, and improve follow-up.
Web + Google Package
A professionally managed website and local online presence without an upfront setup cost.
$350/month
No setup fee
- Professional website
- Website hosting and management
- Website updates and maintenance
- Google Business Profile management
- Google Business Profile optimization
- Basic local online presence management
1 Agent + Website
A managed website plus one AI automation designed to help your business respond faster and improve follow-up.
$525/month
$275 Setup Fee
- Everything needed for a professionally managed website
- Website hosting and management
- Google Business Profile management
- 1 AI automation/agent
- Customer lead capture
- CRM integration
2 Agents + Website
Two focused automations that help respond to missed calls and website inquiries while keeping every lead organized.
$725/month
$350 Setup Fee
- Everything in the 1 Agent package
- Auto Missed-Call Text-Back Agent
- Website Form Response Agent
- Website hosting and management
- Google Business Profile management
- CRM integration
3 Agents + Website
A broader response and reputation system for businesses that want lead follow-up and review requests managed together.
$890/month
$400 Setup Fee
- Everything in the 2 Agent package
- Auto Missed-Call Text-Back Agent
- Website Form Response Agent
- Google Review Request Agent
- Website hosting and management
- Google Business Profile management
AI system packages require an initial setup period. Once setup is complete, clients receive a 2-week cancellation period before beginning their ongoing service agreement.
Also included
The ongoing work most providers leave out.
Systems decay when nobody maintains them. These items are part of the ongoing service, not an upsell.
- Monthly website health check
- Monthly analytics snapshot
- Website traffic reporting
- Form testing
- Conversion tracking setup
- CRM organization
- Lead pipeline cleanup
- Lead tagging
- Automated lead notifications
- Basic workflow maintenance
- Contact database organization
- Google Business Profile monitoring
- Google Business Profile post scheduling
- Review response templates
- Customer follow-up templates
- Email templates
- SMS templates
- Website content updates
- Service page updates
- Hours and business information updates
- Holiday hours updates
- Competitor website monitoring
- Quarterly digital presence review
- Broken-link monitoring
- Basic website speed monitoring
- SSL monitoring
- Mobile usability checks
- Spam-form protection
- Basic lead-source tracking
- Appointment reminder setup
- Internal notification workflows
- Monthly system check
What does UPK Software actually do?
+
UPK installs the digital systems a service business runs on: the website, the forms that capture inquiries, the CRM that organizes them, the automated follow-up that keeps them warm, the review requests that build reputation, and AI tools where they genuinely help.
Do I need to be technical to work with UPK?
+
No. UPK builds and configures the systems, then walks you and your team through the parts you use day to day. Ongoing maintenance stays with us.
How long does implementation take?
+
Website deployment and Google Business Profile work can begin within the first few days. Messaging registration, CRM configuration, and AI systems typically land in the one-to-two-week range, depending on how quickly onboarding information and access are provided.
Do you guarantee more leads or higher rankings?
+
No, and you should be skeptical of anyone who does. UPK builds systems that capture and follow up on the opportunities your business already generates, and improves how professionally you appear online. Results depend on your market, pricing, and how your team uses the systems.
What if I already have a website?
+
That is common. We review what you have, keep what is worth keeping, and rebuild or reconnect the rest so it feeds your CRM and follow-up properly.
Book a demo
See what UPK could build for your business.
A short, no-pressure walkthrough of how your business captures and follows up on new opportunities today — and where a connected system would help.