Mobile App for Data Collection
Empower field agents with an easy-to-use online/offline app
Icon-based and lightweight interface
Control how and when data is collected through GPS/date layers and gallery restrictions
Ensure no data is lost with powerful Sync feature and upload status reports
Complete surveys with photos, GPS, signatures, polygons, and other critical data
Flexible Questionnaire Builder
Build advanced surveys to increase data collection accuracy and efficiency
Choose from more than 20 quantitative and qualitative question types
Incorporate dynamic Data Sets into a questionnaire (E.g list of products, users etc.)
“Fork to other forms” to connect independent questionnaires into a data collection sequence
“Action Type” questions to trigger beneficiary updates, task generation, and more
Create unlimited users with web and app access
Validation Stages
Replicate and control your validation stages through workflows
Define your validation stages (E.g Validated, Rejected, Under Review)
Flag incomplete entries (E.g Picture missing, signature not clear)
Automations or suggestions of next steps in data entry and validation
Rule-based triggers for scenario building
Ticket alerts for admins | Task Notifications for field staff
Upya Store
Leverage Upya’s Store to access turn-key packages to implement major methodologies
Covers AWD, TPDDTEC, Safe Water, MECD, Forestry and more
dMRV toolkit with the necessary forms for organized and structured field data collection
Predefined sequences that mirror data collection phases and stage
Easy-to-use forms tailored to specific carbon project methodologies
Embedded capabilities to edit and amend accordingly
Partner and Field Team Management
Structure your account and data per Implementation Partner while keeping control of field activities
Structure your account and data per implementation partner while keeping control of field activities
Create siloed sub-accounts and access for implementation partners
Categorize carbon projects and/or implementation partners in an organized, folder-like structure
Commission module to reward best-performing field staff
Built-in audit trail to track field staff and implementation partner activity
Restricted user access with 40+ permissions
Geofencing, Pop-ups and task notifications to field team through mobile app
Payment Collection and Deal Types
Seamlessly collect and track payments from beneficiaries
Seamlessly collect and track payments from beneficiaries
Integrated to more than 30 mobile money providers in Africa
Cash reconciliation process to track cash movement from customer to agent to HQ
Automated bulk or individualized SMS reminders and payment confirmation
Implement flexible pricing schemes: Upfront, top-up, PAYGO or subscription
IoT, APIs and Webhook
Receive and push data to complete your data set
Receive and push data to complete your data set
Collect real-time usage and performance data from equipment via IoT or Bluetooth
Extract data in XLS, CSV, KML, ZIP, or GeoJSON
Receive data from 3rd party tools to centralize and complete beneficiary info
Collect field data and pipe to any cloud environment
Build your own addons on Upya open API
Build your own add-ons on Upya open API
Inventory Management
Control and manage assets throughout the project lifecycle
Manage distribution and chain of custody from factory to end-user, household, or farmland
Track finished goods (water filters, cookstoves, pico lights), parts (smart sensors, barcodes) or liters/kilos (biochar, enhanced rock weathering, biomass)
Clear stock allocation, distribution and scanning to avoid double-counting
Flags units in transit, defective, second-hand, disposed or restored
Scan barcodes, QR codes, NFC tags to update inventory
Create teams to narrow down stock access or share stock
The Upya Store for Carbon Credits offers ready-to-use methodology toolkits for transparent, traceable, and verifiable field data collection. Covering Safe Drinking Water, Forestry, Enhanced Rock Weathering (ERW), Alternate Wetting and Drying (AWD), Energy & Clean Cooking projects, and more carbon project technologies. These toolkits streamline digital dMRV, ensure compliance with leading certification standards, and enhance collaboration between field and admin teams.
1million+ forms collected per month
Data Downloadable 24/7
Offline data capture app
Fully traceable data
No double counting
Polygon Mapping
Workflow Builder
Exhaustive APIs
Powerful analytics
Training academy available 24/7
Lumos Global
A leading distributor of appliances in Nigeria and Ivory Coast
Upya has made working with our partners a seamless process; from customer acquisition, stock and logistics management to monthly repayment and issue management.”
Tunde Salimonu
CTO at Lumos Global
Solibrium-Solar
A distributor of affordable solar products to communities in Western Kenya with 8 years of experience
Upya has enabled us to recognise prospects and
communicate with clients in a scalable manner achieving and exceeding our targets. The platform is the most adaptable CRM we have ever worked with.”
Mellissa Wambui
Corporate Strategy and Project Development Manager
We Light
A mini-grid developer providing electricity to over 50+ villages across Madagascar and Mali
Upya is not just a CRM for WeLight, it’s the backbone of our business. It has empowered us to manage our sales, operations, and customer quality with a level of precision and efficiency that was previously unimaginable.”
Alexandre Castel
CCO at WeLight
Nyalore Impact
A manufacturer and distributor of electrical cooking appliances in Western Kenya
I have a lot of trust in Upya to do the most difficult work: to manage transactions, social impact measurements and all managerial processes in one place”.
Awuor Dorothy Otieno
CEO at Nyalore Impact
FlexPay
A leading distributor of mobile phones in Venezuela
As our business pivoted to the Buy-Now-Pay-Later model, we found Upya’s Loan Management System (LMS) to be the most flexible and comprehensive solution out there.”
Rafael Sosa
CEO FlexPay
