Turn every conversation into the next sales action.
Capture replies from WhatsApp, SMS, email, Telegram and Slack. Organize every relationship in one contact record. Automate the follow-up before the deal goes cold.
5
Core workspaces
1
Relationship record
0
Lost handoffs
Priority replies
Follow-up queue
Maya Chen
Northline Studio
Needs reply
AI draft ready for review
Ravi Patel
Beacon Freight
Proposal opened
AI draft ready for review
Sofia Reyes
Orbit HR
Demo booked
AI draft ready for review
Contact record
Beacon Freight
Owned by Sales Ops / last touched 2h ago
New
18 opportunities
Qualified
11 opportunities
Proposal
7 opportunities
Next best action
Reply to Ravi with a revised implementation timeline and link the thread to the proposal deal.
One inbox, one contact record, one follow-up engine.
Uppit Sales keeps the omnichannel breadth, but the day-to-day experience is simple: capture the conversation, understand the relationship, take the next action.
Capture
Bring WhatsApp, SMS, email, Telegram and Slack replies into one assigned inbox so hot leads do not disappear in side channels.
Organize
Keep one contact record with timeline, source, owner, company, tags, consent state, enrichment and every past interaction.
Sell
Move leads through customizable pipelines, spot stale opportunities, and keep the next activity visible to the whole team.
Activate
Send focused campaigns to saved audiences across email, SMS and WhatsApp, then route every reply back to the same contact.
Automate
Use delays, templates, ownership handoffs and lifecycle triggers to run the follow-up work that teams forget when things get busy.
Assist
Draft replies, summarize relationship history, suggest follow-ups, research accounts and personalize outreach with human approval.
Familiar enough to use on day one.
Lists behave like a spreadsheet, pipelines behave like the sales process your team already knows, and every profile keeps the full relationship story in reach.
Contacts
Saved views and bulk action
Filter by owner, source, status, channel, stale touch and tags. Then enrich, assign, tag or export the exact list.
Pipeline
Board or list, same truth
Use Kanban for daily selling and list view for forecasting, stale deal checks and manager review.
Campaigns
Broadcasts with reply loops
Build audiences, send through the right channel, and tie opens, clicks, replies and conversions back to the contact.
Automations
Lifecycle follow-up
Trigger handoffs, activities, templates and waiting steps from CRM events without forcing the team into a complex automation suite.
AI should remove admin work, not remove control.
Uppit Sales keeps AI close to the relationship context and puts review steps in front of outbound messages.
Follow-up assistant
Find stalled conversations, explain the context, and draft the next nudge for review.
Relationship brief
Turn timelines, notes, campaigns and inbox replies into a concise contact summary.
Personalized outreach
Generate first lines and campaign variants from CRM fields, source data and prior interactions.
Data cleanup
Suggest enrichment, duplicate merges, missing owners and inconsistent fields before they become reporting noise.
Keep the tools. Centralize the relationship.
Integrations should bring context into the CRM and push work out only when the next step is ready.
Gmail
Email sync and reply tracking
Outlook
Calendar and email context
Conversation capture and templates
Slack
Team alerts and inbound messages
Telegram
Lead capture from chat
HubSpot
CRM reconciliation
Apollo
Prospecting data sync
Zapier / Make
Connect the rest of the stack
Broad vision, disciplined rollout.
Chatbot, social publishing, voice and IVR stay in the roadmap, but the core promise stays focused on reliable revenue workflows.
Omnichannel revenue workspace
- Unified inbox
- Contact graph
- Pipeline board and list
- Campaign analytics
Follow-up engine
- Sequences
- Reply-aware automation
- Sender readiness checks
- Approval review for AI copy
Advanced channels
- Chatbot support
- Social publishing
- Voice and IVR modules
- Deeper enrichment marketplace
Start with the revenue workflow, scale into the suite.
14-day free trial on every plan. No credit card required.
Starter
For solo operators centralizing their first channels.
$29 / month
- 1 seat
- Shared inbox
- Contact timeline
- Basic campaigns
Pro
For SMB revenue teams running daily follow-up.
$99 / month
- Up to 5 seats
- All core channels
- Pipeline workspace
- Automations and AI assist
Business
For teams with higher volume and governance needs.
$299 / month
- Unlimited seats
- Advanced integrations
- Audit trail and 2FA
- Priority support
Stop losing revenue in scattered conversations.
Start with the inbox, enrich the relationship record, and let the next sales action surface itself.