The AI CRM. Every conversation, every deal.
Every lead, call and message in one place. The core plan comes with every Upscale campaign, with AI chatbots, instant booking and call recording when you need them.
The complete AI CRM, built for closing more deals
The core plan comes with every campaign. Features marked Upgrade unlock on paid tiers when you need them.
Customer database
Every lead we send, every contact you add and every conversation, stored, searchable and yours to keep.
Omnichannel inbox
Voice calls, SMS, WhatsApp and email from a single threaded inbox.
AI lead qualification
AI chatbots answer common questions, qualify leads and pass hot ones straight to you, 24/7.
Sales pipeline
Drag and drop deals through your own stages and see where every lead sits at a glance.
Instant booking
Customers book straight into your calendar, answer qualifying questions and pay a deposit.
Marketing automation
Nurture cold leads, follow up warm ones and re engage lost deals, all hands off.
Call recording
Every call recorded with compliant consent, searchable for coaching, QA and audit.
Live reporting
Real time dashboards on every lead, deal, campaign and channel.
UK GDPR ready
Secure storage, full data export on request, and you keep your database if you leave.
What's in the core plan, and what unlocks on upgrades
You get the core CRM with every Upscale campaign, and only pay more when you need the advanced tools.
Core plan
- Customer database and contact management
- Kanban sales pipeline
- Unified inbox: voice, SMS, WhatsApp and email
- Reporting and dashboards
- UK GDPR compliant data ownership
- Full export, yours to keep
Upgrades
- AI booking system with deposits
- AI chatbots for 24/7 lead qualification
- AI auto replies across every channel
- Call recording and compliance suite
- Advanced marketing automations
- Priority support and onboarding
Not sure which you need? Book a 30 minute call
How the CRM works for you
Four features our clients use every day.
Voice, SMS, WhatsApp and email. From one inbox.
Different leads reply on different channels. The Upscale CRM gives you one threaded inbox for all four, so your team never has to switch apps or copy a conversation between platforms.
- Voice calls with automatic recording and transcription
- SMS and WhatsApp next to email in one thread
- Templates, scheduled sends and workflow triggers
An AI chatbot that qualifies leads, even at 3am
Half of your enquiries arrive out of hours, and many ask the same questions. The AI chatbot answers them from your own knowledge base, qualifies each lead and passes the hot ones straight to you.
- Trained on your FAQs, pricing and services
- Works across SMS, WhatsApp, web chat and Facebook
- You review, tune and control every reply
Customers book themselves and pay the deposit
No more back and forth to agree a time. Customers pick a slot from your live calendar, answer your qualifying questions and pay a deposit upfront, then reminders go out automatically.
- Syncs with Google, Outlook and iCal
- Deposits via Stripe or GoCardless
- SMS and email reminders to cut no shows
See every lead, every deal and every call
Live dashboards on the numbers that matter: leads by source, cost per lead, conversion by stage, response times and revenue. Every call is recorded and searchable for coaching and compliance.
- Cost per lead and per customer, by channel
- Searchable call recordings and transcripts
- Export to CSV, Excel or your BI tool
You'll speak with Lewis or SofiaCo founders of Upscale
Prefer email? hello@upscaleleadmarketing.co.uk
Common questions about the CRM
Everything you need to know before you book.
Is the CRM really included, or is it an upsell?
The core CRM plan is genuinely included with every Upscale lead generation campaign. That covers the contact database, sales pipeline, unified inbox for voice calls, SMS, WhatsApp and email, basic reporting and full data ownership. Instant booking with deposits, AI chatbots and auto replies, call recording, advanced automation and priority support unlock on paid upgrades, with transparent pricing and no lock in contract.
What is in the core plan vs the paid upgrades?
Core plan (included with every campaign): customer database, kanban sales pipeline, unified inbox for voice calls, SMS, WhatsApp and email, basic reporting, and UK GDPR compliant data ownership. Paid upgrades: instant booking with deposits, AI chatbots and auto replies, call recording and compliance suite, advanced marketing automations, priority support, and additional resources or integrations. Pricing scales with what you actually use.
What communication channels does the CRM support?
Voice calls, SMS text messages, WhatsApp and email, all from a single inbox. Every conversation is threaded per contact, and outgoing messages can be scheduled or triggered by workflows. Voice calls are recorded automatically for compliance and coaching.
Do I own my customer data?
Yes. Every lead we deliver plus every contact you add is yours. Full export is available on request, and if you ever stop working with Upscale you keep your database. UK GDPR aligned throughout.
Is this an AI CRM?
Yes. AI chatbots read and answer inbound enquiries on SMS, WhatsApp, web chat, Facebook Messenger and email 24/7, qualify every lead against your criteria before it reaches your team, and the booking system asks qualifying questions and takes deposits. AI features are included on the upgrade tiers so you only pay for what you use.
How does the AI chatbot for lead qualification work?
The AI chatbot reads inbound enquiries from every channel, answers the common questions using your own knowledge base, qualifies the lead against your ideal customer criteria and only escalates hot ones to you. It runs 24/7 so you never miss an out of hours enquiry, and every reply is tuneable and reviewable.
How does the AI booking system work?
It embeds on your landing pages and syncs to your calendar (Google, Outlook, iCal). Customers pick a time, answer qualifying questions and pay a deposit or booking fee via Stripe or GoCardless upfront. SMS and email reminders reduce no shows, and you can set buffer times, availability windows and round robin routing.
Are call recordings compliant?
Yes. Every recorded call includes a compliant consent notice on connect. Recordings are stored securely, are searchable, and can be retained per your data policy. Useful for compliance audits, QA and sales coaching.
Fill the CRM with qualified leads
Most clients combine services. Everything runs through the same team and the same CRM.
Customers from Meta and Google ads
For businesses that sell to consumers. We run your ads, build your landing pages and follow up every enquiry in under 60 seconds.
- Facebook, Instagram and Google campaigns
- Landing pages with qualifying questions
- Instant SMS, WhatsApp and email follow up
Meetings booked with decision makers
For businesses that sell to other businesses. Personalised cold email and LinkedIn outreach, with every reply handled for you.
- Dedicated sending domains and warmed mailboxes
- Plain text sequences, personalised by AI
- Qualified meetings booked into your calendar