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Upscale

Upscale

Overview

What is Upscale?

Upscale is a B2B sales engagement platform that automates sales outreach using multiple channels like email, phone calls, LinkedIn, SMS, and more. It accelerates the sales pipeline through structured sequences and consistent communication. As a data-driven unified platform, it helps…

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Recent Reviews

TrustRadius Insights

Users of Upscale have found the software to be instrumental in solving various business problems and enhancing their sales outreach …
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Pricing

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Basic

$50

Cloud
per month per user

Essentials

$75

Cloud
per month per user

Enterprise

Custom

Cloud

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://upscale.ai/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $50 per month per user
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Product Details

What is Upscale?

Upscale is a B2B sales engagement platform that automates sales outreach using multiple channels like email, phone calls, LinkedIn, SMS, and more. It accelerates the sales pipeline through structured sequences and consistent communication. As a data-driven unified platform, it helps streamline routine work, enabling the sales team to focus on closing deals. It integrates with other applications, including CRMs, email, calendars, social media, and productivity apps. Sales representatives can get started by adding prospects, creating sequences, and structuring the sales outreach process on the platform.

Upscale features:

  • Multi-channel outreach (Email, Call, LinkedIn, WhatsApp, SMS, Voicemail)
  • Intelligent triggers to automate and save time
  • 24x7 support over phone, chat, and email
  • Onboarding support for success
  • Integrations with Salesforce, Pipedrive, HubSpot, Zoho, Gmail, Outlook, Vidyard, ZoomInfo, Lusha etc.

Upscale Features

  • Supported: Multi-channel Sequences
  • Supported: Cadence + Automation
  • Supported: Sales Task Management
  • Supported: Dialer + Call Recording
  • Supported: Actionable Insights For Targeted Outreach
  • Supported: Ready-to-use Integrations

Upscale Screenshots

Screenshot of The dashboard summarizes all you need to know about upcoming tasks, team and prospect activities.Screenshot of Structure your sales outreach with multi-channel sequences.Screenshot of Get step-wise insights for sequences to improve your sales outreach.Screenshot of Compare sequence performance with summarized reports.

Upscale Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUSA, Europe, India
Supported LanguagesEnglish

Upscale Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)0%
Mid-Size Companies (51-500 employees)100%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users of Upscale have found the software to be instrumental in solving various business problems and enhancing their sales outreach efforts. With the ability to set triggers based on customer behavior or company actions, users can easily automate interactions through email or phone calls, ensuring continuous engagement with prospects. The multi-channel outreach feature has increased response rates and made prospects feel valued, resulting in improved engagement.

The automation of follow-up emails has been particularly impactful, as it has led to a significant increase in prospect replies and overall engagement. Additionally, users appreciate the email metrics provided by Upscale, as they validate the effectiveness of their sales team's efforts. By creating intelligent triggers, users are able to customize messaging based on each customer's unique journey, enabling them to send tailored emails, make personalized phone calls, and send targeted LinkedIn messages.

Upscale also streamlines the sales outreach process by integrating email, calls, and social media in a structured manner. This helps build deeper relationships with prospects and ensures that sales communication remains uniform with the help of email template prompts. The insights and reports provided by Upscale offer valuable data-driven information, eliminating guesswork and enabling users to design effective outreach messages that reach a larger audience faster.

Furthermore, Upscale aids in targeting buyer personas through outbound email cadence, streamlining inside sales efforts. It improves productivity by increasing the number of meetings booked and ensuring that follow-ups are scheduled and never missed. The automation and real-time performance tracking features keep sales teams proactive and motivated.

Overall, Upscale solves various business problems by optimizing the sales process, increasing efficiency and productivity, enabling personalized outreach at scale, streamlining lead generation efforts, providing task prompts and management for sales reps, consolidating multiple solutions into one platform to save costs, facilitating structured outreach for logistics management software owners, tracking outbound demand generation activities, maintaining uniformity in outreach efforts through templates, and offering transparency through its dashboard for performance analysis. Users highly recommend Upscale for its versatility in solving daily sales tasks and enhancing sales outcomes.

Simple and Clear User Interface: Multiple users have praised the simplicity and clarity of Upscale's user interface. They appreciate how easy it is to navigate, even after a short demo and onboarding period.

Efficient Automation Features: Many reviewers have mentioned that Upscale's automation features are a major highlight. Users find value in the platform's ability to automate repetitive tasks, such as follow-ups, call recording, and task generation, saving them time and enhancing productivity.

Seamless Integration with Hubspot: Several users have commended the seamless integration between Upscale and Hubspot. They find it convenient to merge prospect details from their CRM into Upscale and access them from both apps. This integration allows for smooth data transfer between the two platforms, simplifying their workflow.

Confusing User Interface: Several users have mentioned that the user interface of Upscale can be slightly confusing, particularly for new users. They have stated that there is a learning curve associated with navigating and using the platform.

Bugs and Lagging Issues: Some reviewers have experienced bugs or lagging issues while using Upscale. However, they acknowledge that the development team is actively working to address and optimize these problems.

Limited Customization Options: A few users have expressed their desire for more customization options and features in Upscale. While they recognize that the platform is continuously improving, they feel that their specific needs are not fully met yet.

Users have made several recommendations for Upscale based on their experiences. The most common recommendations are as follows:

  1. Upscale is highly praised for its affordability, making it an excellent tool for prospecting. Users have found the pricing to be reasonable and budget-friendly, which has been a key factor in their decision to choose Upscale over other options.

  2. Some users feel that Upscale could be more approachable in terms of usage. They suggest that the platform could benefit from improved user-friendliness and ease of navigation. This would make it easier for new users to learn and utilize the features effectively.

  3. Another common recommendation is for businesses with outbound sales functions to give Upscale a try. Users have found Upscale to be particularly useful for cold and warm reaching through multiple drip campaigns. By leveraging these capabilities, businesses can streamline and automate their inside sales processes.

Overall, users recommend trying Upscale due to its affordable pricing, suitability for prospecting, and potential for streamlining outbound sales efforts.

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