Transform the Way You Manage Clien Relationships

CRM Software Designed for Growth

Streamline your customer interactions, automate workflows, and unlock insights—all with an integrated CRM that empowers your business to build lasting connections and scale effortlessly

Start a Free Trial - 14 days

Simplify Your Business with

Technology That Works for You

From automation to analytics, we provide the tools and expertise to streamline your operations, boost engagement, and drive smarter decisions—all in one place.

Automation Consultation

Discover tailored strategies to automate repetitive tasks and optimize efficiency.

Lead Management

Track, nurture, and convert leads seamlessly with a system designed for results.

Social Media Management

Simplify your social presence with tools to schedule, analyze, and engage effectively.

Analytics

Gain actionable insights with data-driven reports to make informed decisions for growth.

Manage all client data securely All your client data in one place

Track every transaction with confidence Effortless tracking for busy tax pros

Connect with the apps you already use QuickBooks, Gmail, Stripe and more

Track, Analyze, and Optimize Your Leads with Real-Time Insights

Leads Managed Insights Dashboard

Gain full visibility into your lead management process with a dynamic dashboard designed for simplicity and precision. Monitor lead progress, identify trends, and make data-driven decisions to boost conversions—all from one intuitive platform. With actionable insights at your fingertips, you can focus on what matters most: building meaningful relationships and driving growth.

Book A Demo

14 Day Free Trial

One Platform to Automate & Integrate Your Business

Simple, scalable solutions for every team.

Sarter

$45/mo

$450/yr

Organize every client and contact with an unlimited* CRM tailored for accounting & tax firms.
Deliver a premium client experience with a secure client portal and mobile access.
Document storage & e-signatures included* to keep work moving.
Ready-made automations to streamline tax, bookkeeping, and client workflows.
Integrated email, SMS, and secure chat for compliant communication.
Get paid faster with proposals, invoices, and online payments in one place.
Simplify onboarding with smart intake forms and pre-built data capture.
Essential support via email & chat. Average response time: ~24h. Mon–Sun 9:00–18:00 ET (US holidays excluded)
14-day free trial — no charges today; billing begins on day 15 unless canceled.

Growth

$99/mo

$990/yr

Everything in Starter, plus:

2–5 team members included with roles & permissions.
Team scheduling with round-robin calendars and shared inbox.
Advanced automations & pipelines for sales, onboarding, and renewals.
Campaign tools (funnels, forms, web chat) to capture and convert more leads.
Reputation & social management to request reviews and schedule posts.
Enhanced analytics & dashboards for capacity, revenue, and pipeline health.
Priority support (same-day during business hours). Mon–Sun 9:00–18:00 ET (US holidays excluded)
Add-ons: White Label Lite (dominio + marca), migraciones, automatizaciones extra.

Agency

$197/mo

$1970/yr

Everything in Growth, plus:

Unlimited users & multi-pipeline setups across service lines.
Custom automations & templates for complex engagements.
Multi-location/brand options and advanced integrations (Zapier/Make).
Account review/onboarding call with best-practice setup.
Priority+ support with faster SLAs and implementation guidance. Mon–Sun 9:00–18:00 ET (US holidays excluded)

Unlimited contacts and pipelines. Storage is provided on a fair-use basis and is subject to platform per-file limits (for example, documents/images up to ~100 MB each; videos up to ~4 GB).

14 Day Free Trial

It's Time To

Work With Us If...

Managing client deliverables can quickly become overwhelming. LupraHub simplifies task tracking and ensures nothing falls through the cracks, so you can focus on delivering excellent results.

You Want To Streamline Your Workflow

Say goodbye to scattered systems. LupraHub combines client management, scheduling, and communication into one seamless platform, saving you time and boosting productivity.

You Need Better Control Over Your Clients

Strong client relationships are key to success. With our CRM, you'll have the tools to organize, nurture, and grow your client base effortlessly.

You're Ready To Scale Your Business

Whether you're a solo professional or a growing agency, LupraHub's features adapt to your needs, helping you manage more clients without sacrificing quality.

You Value Simplicity And Efficiency

LupraHub is designed to be intuitive and user-friendly, empowering you to work smarter, not harder, every day.

Try It For Yourself

Ready to transform the way you manage your clients? Start your hub today and experience the power of LupraHub.