An AI-powered customer relationship management platform for UK businesses. The core plan comes with every UpScale lead generation campaign, including voice calls, SMS, WhatsApp and email in one unified inbox. Add AI chatbots that qualify leads 24/7, an AI-powered booking system that takes deposits, call recording and priority support, so you only pay for what you use.
Everything you need to manage leads, deals and conversations, with AI baked into every layer. The core plan comes with every campaign. Cards marked Upgrade unlock on paid tiers when you're ready to add AI chatbots, AI booking and more.
Every lead we send, every contact you add, every conversation you have, all stored, all searchable, all yours to keep.
Voice calls, SMS text messages, WhatsApp and email, all from a single threaded inbox. Reach every lead on their channel.
AI chatbots read every enquiry, answer common questions, qualify leads against your criteria, and pass hot ones straight to you. 24/7 AI coverage on every channel.
Drag and drop deals through custom pipeline stages. See exactly where every lead sits at a glance, from cold to closed.
An AI booking system that lets customers book straight into your calendar. Take deposits upfront, ask AI qualifying questions, set buffer times per service.
Trigger sequences on any event. Nurture cold leads, follow up warm ones, re-engage lost deals, all hands off.
Every voice call recorded with compliant consent. Searchable, retainable and available for coaching, QA and audit.
Real time dashboards on every lead, deal, campaign and channel. Know exactly what is working and where the money is going.
Data stored securely, ICO registered infrastructure, full data export on request, and you keep your database if you leave.
Transparent tiers. You get the core CRM with every UpScale campaign, and only pay more when you actually need the advanced tooling.
Different leads reply on different channels. Some pick up the phone, some only respond to a text, some only check WhatsApp, some are email first. The UpScale CRM gives you one threaded inbox for all four, so your team never has to switch tabs, log into another app, or copy a conversation between platforms.
Voice calls flow through the CRM with automatic recording. SMS and WhatsApp arrive next to email in the same conversation thread. Every message is logged against the contact, so any team member can pick up where the last one left off.
Half the enquiries you get come outside business hours. The rest ask the same handful of questions over and over. The UpScale AI chatbot handles both, so you only ever pick up the phone for a lead who is genuinely hot.
Our AI chatbot reads inbound messages on every channel (SMS, WhatsApp, web chat, Facebook Messenger), answers the standard questions using your own AI knowledge base, qualifies the lead against your ideal customer criteria, and passes only the ready to buy ones straight through to you. It's the AI CRM feature that pays for itself in the first month.
Manual scheduling is a bottleneck. The four emails to agree a time, the two follow ups when they ghost you, the missed slot when they don't show. The UpScale AI booking system removes all of it.
You embed the AI booking widget on your landing pages. Customers pick a time from your live calendar, answer AI qualifying questions, and pay a deposit or booking fee upfront. It syncs to your calendar, sends the confirmation, and starts the AI-powered reminder sequence. You wake up to a fully paid, pre-qualified appointment.
You can't improve what you can't measure. The UpScale CRM gives you live dashboards on every metric that matters: leads by source, cost per lead, cost per booked customer, deal conversion by stage, channel performance, team response times and revenue attribution.
Every voice call is recorded and searchable with a compliant consent notice on connect. Recordings are retained per your data policy, tagged against the contact and deal, and available for compliance audits, sales coaching and quality assurance.
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. If you want the instant booking system with deposits, AI chatbots and auto-replies, call recording and compliance, advanced marketing automation or priority support, those unlock on paid upgrades. Pricing is transparent and there is no lock in contract.
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.
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.
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.
Yes. The UpScale CRM is AI-powered end to end. AI chatbots read and answer inbound enquiries on SMS, WhatsApp, web chat, Facebook Messenger and email 24/7. AI qualifies every lead against your criteria before it reaches your team. The AI booking system asks qualifying questions and takes deposits. AI-driven automations trigger follow-ups on any customer event. AI features are included on the upgrade tiers so you only pay for what you use.
The AI chatbot reads inbound enquiries from every channel (SMS, WhatsApp, web chat, Facebook Messenger), 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.
The AI booking system embeds on your landing pages and syncs to your calendar (Google, Outlook, iCal). Customers pick a time, answer AI qualifying questions, and pay a deposit or booking fee via Stripe or GoCardless upfront. AI-driven SMS and email reminders reduce no shows. You can set buffer times, availability windows and round robin routing.
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.
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