Upwex widget – extended CRM functionality. You can view all your deals directly within Upwork through the Upwex widget. This seamless integration will undoubtedly enhance your productivity.

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Where you can find it and what information is contained here?

The widget is located on the right side of your tab.

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There are 5 main buttons:

  • Upwork Profile – the tab, where you can sync your Upwork Profile/Profiles

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  • Deal – the tab, where is located all of your Deals from CRM. It contains the information as Deal name, current stage, and action

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  • Analytics – tab that displays all your analytics

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  • Settings – tab that displays settings for AI Job Assistant and CRM Settings

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  • Info – short information about Upwex user. It contains the information as Upwex user, type of subscription, your team, and available AI requests.

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