CRM
Clients
How this helps your business
One screen per client: what they use, what they pay, what is due, and what they could use next. The morning's outreach writes itself from it.
- Search and filter: clients on bookkeeping but not corporate secretary, in one click
- Lifetime value since the first invoice, pending dues and the next renewal on every row
- Renewal emails 30 days ahead and the day's upsell list, on WhatsApp or email
- A Sales AI that answers questions about the book: who renews, who to call, who to worry about
AI agent on this page
Sales agent
07:30 every working day
What it does
Watches every client's renewal and filing dates, sends the renewal emails 30 days ahead, and hands the account executive the day's follow-ups.
How it helps
No renewal slips; the fee is in the email
Average cost
S$0.27 per 30 runs
S$0.90 per 100 runs
Open CRM · Renewals
Every client
| Company | Services | Pending due | Next renewal | A year | Lifetime value | Hours / month |
|---|---|---|---|---|---|---|
| Kinetic Build Pte LtdConstruction · Priya N. · since 2018 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | — | S$15,300 | S$126,9668.3 years | 12.42.9 with the desk |
| Nourish Kitchen Pte LtdFood and beverage · Wei Lin · since 2021 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | — | S$13,860 | S$71,9855.2 years | 15.83.1 with the desk |
| Harbourline Logistics Pte LtdTransportation and logistics · Wei Lin · since 2019 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | 13 Mar 2027email 30 days ahead · S$600 | S$12,780 | S$96,8877.6 years | 11.22.4 with the desk |
| Orchid Retail Pte LtdRetail and wholesale · Daniel T. · since 2022 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | 2 Nov 2026email sent · S$600 | S$12,240 | S$48,2233.9 years | 10.72.3 with the desk |
| Eastgate Trading Pte LtdImport and export · Daniel T. · since 2015 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | Corporate secretary · renewal11 Oct 2026 · in 0 days · S$600 | 11 Oct 2026email sent · S$600 | S$11,520 | S$126,72811.0 years | 9.82.2 with the desk |
| Cartwheel Commerce Pte LtdE-commerce · Wei Lin · since 2022 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | — | S$9,540 | S$42,2354.4 years | 13.92.6 with the desk |
| Marlowe Transport Pte LtdTransportation and logistics · Daniel T. · since 2019 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | 17 Dec 2026email 30 days ahead · S$600 | S$8,100 | S$55,2206.8 years | 6.41.5 with the desk |
| Northstar IT Solutions Pte LtdInformation technology · Priya N. · since 2020 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | — | S$7,920 | S$47,7696.0 years | 4.61.1 with the desk |
| Lumen Dental Clinic Pte LtdHealthcare · Wei Lin · since 2017 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | 19 Nov 2026email 30 days ahead · S$600 | S$7,740 | S$68,8288.9 years | 6.11.4 with the desk |
| Studio Arka Pte LtdArchitecture and engineering · Priya N. · since 2016 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | GST F5 filing30 Oct 2026 · in 19 days · S$150 | 31 Jan 2027email 30 days ahead · S$600 | S$7,560 | S$80,84710.7 years | 3.91 with the desk |
| Brightpath Tuition Pte LtdEducation · Priya N. · since 2023 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | Form C-S filing29 Nov 2026 · in 49 days | 15 Jan 2027email 30 days ahead · S$600 | S$5,160 | S$19,2843.7 years | 2.90.8 with the desk |
| Verde Wellness Pte LtdWellness · Daniel T. · since 2024 | BookkeepingGST filingPayrollCorporate secretaryAnnual complianceVirtual CFO | Form C-S filing29 Nov 2026 · in 49 days | — | S$4,560 | S$11,4482.5 years | 4.11 with the desk |
12 of 12 clients · S$116,280 a year · lifetime value = yearly fees × years with UpVue
Renewals and filing deadlines
October 20262 renewals · S$1,500 · 1 filing deadlines
- Eastgate · S$600
- Eastgate · S$900
- GST F5 filing · 10 clients
- 12 · Eastgate Trading Pte Ltd · Corporate secretary · renewalS$600
- 12 · Eastgate Trading Pte Ltd · Annual compliance · renewalS$900
- 31 · 10 clients · GST F5 filingS$1,500
Renewal, with the feeThe selected clientFiling deadline, clients due
Nourish Kitchen Pte Ltd
- Client since
- 1 Aug 2021 · 5.2 years
- Lifetime value
- S$71,985
- A year
- S$13,860 · GIRO monthly
- Accountant
- Wei Lin
Services
- BookkeepingGrowth · S$620 a month
- GST filingS$150 a quarter · F5 drafted from approved entries
- Payroll24 staff · S$15 each a month
- Corporate secretaryS$600 a year
- Annual complianceS$900 a year · compilation + Form C-S
- Virtual CFOcould useFinance agent already flags anomalies · from S$800 a month
Pending and due
- GST F5 filing30 Oct 2026 · in 19 daysS$150
- Form C-S filing29 Nov 2026 · in 49 daysfiling
- GST F5 filing30 Jan 2027 · in 111 daysS$150
- GST F5 filing29 Apr 2027 · in 200 daysS$150
Follow-ups
- Chase the answers to 2 questions: PAYNOW TAN M L S$1,500 and the Sheng Siong receiptTwo bank lines held since 9 Oct; GST on S$619 cannot be claimed without the receipt · WhatsApp · 12 Oct 2026
Outreach
| Client | Renewal | Status |
|---|---|---|
| Orchid Retail | Corp sec + annual compliance · S$1,500 · 3 Nov | Confirmed · invoice sent |
| Lumen Dental | Corp sec + annual compliance · S$1,500 · 20 Nov | Email sent 07:30 · no reply yet |
| Marlowe | Corp sec + annual compliance · S$1,500 · 18 Dec | Due for the 30-day email on 18 Nov |
Sent 07:30 · reply YES confirms and the invoice follows · CALL hands to Rachel
Orchid Retail · Mei Lin
renews 3 Nov · corporate secretary + annual compliance
Good morning Mei Lin, this is Rachel from UpVue. Orchid Retail's corporate secretary and annual compliance renew on 3 Nov, S$1,500 for the year. Shall I keep everything as it is? Reply YES and the invoice follows; reply CALL and I'll ring you today.
Agent ·07:30
Sales agent · 30 days before renewalYes please keep it the same. Can the invoice go to accounts@orchidretail.sg?
09:12
Done. Invoice ORC-2026-11 for S$1,500 sent to accounts@orchidretail.sg, due 3 Nov. Thank you.
Agent ·09:13
Renewal confirmed · invoice sent