AI-Powered CRM,
Driving Your Next Move
The Upgrade CRM analyzes every customer interaction—emails, Zoom calls, and more—to provide real-time insights and automate actions that drive growth, 24/7.
An Upgraded
CRM Experience
The Upgrade CRM goes beyond being a system of records—it's a system of action. By processing unstructured data, it provides deep insights and takes smart actions on your behalf to manage relationships, follow up with leads, and drive results.
Customer Insights
From customer analyses, the system provides real-time, personalized insights like sentiment analysis, buying intent, and deal predictions ensuring you never miss a detail.
Suggested Actions
Utilize AI-driven suggestions based on customer interaction to guide you on what to do next, helping you close deals more quickly.
Our Benefits
01
Always Up-to-Date
Upgrade CRM pulls data from emails, calls, and meetings in real time, so your customer info is always accurate.
02
Smart Suggestions
Get recommendations on the next best steps to manage your customer relationships and close deals faster.
03
Boost Revenue with Insights
Identify key opportunities like upsells and churn risks, helping you focus on actions that drive revenue.
Ready to upgrade your
CRM experience?
Drive your business forward with Upgrade.
Automated Tasks
Create automated workflows and let the system analyze and identify tasks that can be automated for you.
Communication
Let the system handle customer communication across channels with natural, contextual responses that deepen relationships.
