Help centre

Create your account and set up your workspace

Sign up, answer the short setup questions and open your own Upcycle workspace on a free trial.

Use the first screen to add your first client, project and task

Answer the questions on your first screen to create your first real client, project and task, and open the full menu when you are ready.

Invite your teammates

Send your teammates an invitation, approve them when they join, and earn extra trial days.

Get help, watch the tutorials and change the language

Send a question or a problem to the Upcycle team, follow the reply, watch the short tutorial videos and switch between Arabic and English.

How do I add a new client?

Add a client to your company in under a minute, or import all your clients at once from a file.

How do I add a lead and follow it up?

Record every lead in Sales and give it a dated next step so none of them slips away.

How do I move a deal through the pipeline stages?

Follow all your deals on one board and move each one to the right stage, or close it as lost.

How do I edit the pipeline stages to fit my company?

Rename your sales stages, set the probability of each one, and add or remove stages so they match the way your company sells.

How do I send a quote to a client?

Create a quote from a deal and send the client a link where they can accept or decline it without logging in.

What do I do when the client says yes? Closing a deal as won

Close a deal as won and prepare the contract, invoice, payment plan, project and its tasks in the same steps.

How do I send a contract for the client to sign online?

Create a contract and send the client a link where they read it and sign it from their phone without logging in.

How do I switch on Sales autopilot to follow up leads?

Tell Upcycle about your business once, and it writes the follow-up messages for every new lead and sends them after you approve.

Create a project (from scratch or from a template)

You will be able to create a project in seconds, or start a full project with its phases and tasks from a ready template.

Add a task and assign it to a teammate

You will be able to add a task, link it to a project, and set who does it and when it is due.

Follow tasks: views, status changes and time logging

You will be able to see tasks in the view that suits you, update their status, and log the hours worked on them.

Follow delivery and spot late projects

You will be able to see every client project on one page and know which ones are late and by how many days.

Upload project files and share a file by link

You will be able to keep each project's files in place, organise company files in folders, and share any file by link.

Give a client access to the client portal

You will be able to invite a client to their own portal so they can follow projects and invoices and approve work themselves.

Send work to a client for approval and see their answer

You will be able to submit a deliverable for the client to approve or send back from their portal, and follow their decision from the project.

The Upcycle badge at the bottom of the client portal and how it helps your company

You will know what the badge at the bottom of your client portal means, how to follow what your company earns from it, and when it can be hidden.

Connect the client's social accounts to a project

Link the client's Facebook page, Instagram account and TikTok account to their project so you can publish and read results from Upcycle.

Set up the client's social media plan

Record the client's brief, content pillars, monthly deliverables and approval steps so the whole team works from the same plan.

Write and schedule a post

Write one post, choose the platforms, add pictures or video, set the publish time and send it on its way.

Plan the month on the content calendar

See every post of the month on one calendar, move posts between days and spot the gaps.

Build a month of content with AI

Let the AI research the client and propose a full month of post ideas and captions, then keep the ones you like as drafts.

Send posts to the client for approval

Send a post to the client, share a one-click approval link on WhatsApp, and follow what is waiting, approved or sent back.

Reply to comments and messages

Answer the audience's comments and private messages on the client's Facebook page and Instagram account from one place.

Prepare and share the monthly client report

Build the client's monthly social media report, add your notes, download it as a PDF and share it in the client's portal.

Link a client's ad account to a project

Link the client's ad account to their project so spend and results show up in Upcycle.

Read a client's ads performance

Read spend, results and cost for a client's ads across platforms on one page.

Prepare a campaign and pass the launch checklist

Take a campaign from brief to a paused campaign on the ad platform, with nothing forgotten.

Manage live campaigns from the ads manager

Turn ads on and off, change budgets, duplicate and delete, build a whole Meta campaign and set automated rules, without opening the platform's own ads manager.

Write ad copy with AI

Get ad headlines and text that fit each platform's limits, guided by what already works in the client's field.

Check tracking and send real results back to the ad platform

Find out whether the client's pixel and lead tracking work, and send qualified leads and won deals back to the platform.

Send the ads report to the client

Give the client a branded ads report as a PDF, in their portal, by link or by scheduled email.

Start SEO work for a client

Set up the SEO workspace for a client's site, add the keywords and run the first technical audit.

Link your company WhatsApp number

Link your company's own WhatsApp number to Upcycle by scanning a QR code, and choose the number that sends your messages.

Read and answer client WhatsApp messages

Read the messages that reach your company WhatsApp number and answer them inside Upcycle, from the same number.

Chat with your teammates inside Upcycle

Start a direct chat or a group with your teammates, share files and start a voice or video call.

Turn on a ready-made automation

Switch on a ready-made automation recipe so Upcycle does the follow-up work for you, and know what can start an automation.

Create an invoice and send it to a client

Create an invoice in three short steps, send it to the client by email as a PDF, and follow its status.

Record a payment and let clients pay online

Record money received against an invoice, and set up online payment so clients can pay from their portal.

Set up a recurring invoice

Create an invoice that Upcycle issues for you on a schedule, such as a monthly retainer.

Set your tax rate (VAT)

Set the tax rate that Upcycle adds to new invoices, or turn tax off.

Read the profit and loss report

Open the profit and loss report for any period, and know which finance tools come with each plan.

Add employees and invite them to your workspace

Invite your team with one link, approve the people who join, and add an employee file by hand.

Record attendance and manage leave requests

Employees clock in and out and request leave; managers and HR review attendance and approve requests.

Run payroll and share payslips

Calculate the month's salaries, approve the run, record the payment, and let each employee download their payslip.

Ask the AI assistant to find things and do work

Open the AI assistant on any page, ask it about your data, and confirm the changes it prepares for you.

See how much AI allowance is left

Check how much of your monthly AI allowance your company has used, and add more when it runs out.

Use Upcycle inside Claude

Connect your own Claude account to your company's workspace, ask it about your tasks, clients, projects and invoices, and have it draft posts, tasks and notes.

Upcycle for a marketing company

Know what the marketing company version of Upcycle looks like and where each part of your work lives.

Upcycle for PR companies

Run a full PR company: PR clients, a media database, press releases approved by the client, coverage and crises.

Upcycle for UGC & creators companies

Run a UGC and influencer company: the creator roster and numbers, campaigns, client content approval and usage rights.

Upcycle for activation and events companies

Run a full activation company: itemised quotes, client approval, budget vs actual, materials, staff, the event day and the report.

Upcycle for real estate

Know what the real estate version of Upcycle looks like and which screens you get for each kind of real estate business.

Upcycle for a software company

Know what the software company version of Upcycle looks like and what the Dev hub adds to your workspace.

Upcycle for shops and trading companies

Know what the retail and trading version of Upcycle looks like, from the point of sale to stock, purchasing and reports.

Your free trial, choosing a plan and paying

See how much of your trial is left, choose a plan, pay for it, and know what happens if the trial ends without a plan.

Buy extra AI credit

Check your monthly AI allowance and buy an extra pack so the AI tools keep working when the allowance runs out.

Set what each employee can see with roles

Give each teammate the right role so they see their own work, and only the people who need money, sales or reports can open them.

Choose your workspace size: small, medium or full

Show only the tools that fit your team size, and bring the rest back whenever you need them.

Who can open your workspace, and the access log

No one at Upcycle opens your workspace without your approval, the approval of the person you choose, or a legal order, and you see every entry in your log.