Sales leaders
See real work without chasing the team for updates every week.
The CRM only knows what someone typed.
Sales truth should update itself.
Real work lives in email, chat, meetings, sheets, and invoices. UP listens, checks the money when connected, and writes back. You approve anything that changes revenue.
You’re on the list.
We’ll send one invite when your cohort opens.
Forward this page if your team shares one sheet.
Master Deals Sheet
Press J K to browse rows- Northwind Supplies — Reorder confirmed from email thread10:42 AM
- Apex Components — Finance contact added from reply9:15 AM
- Horizon Parts — Follow-up meeting bookedYesterday
Revenue memory in three steps.
Keep the spreadsheet or CRM you already use. No forced migration.
- 01 / Listen
Customer work flows in.
Email, chat, and calendar activity become evidence on the deal — not another inbox to check.
- 02 / Match
Finds the right deal. Never guesses.
Strong match updates the row. Unclear identity waits for you — not a fuzzy name guess.
- 03 / Write
Your sheet or CRM stays current.
Won, Lost, owner, and amount stay your call. UP never emails your customers.
You already know what happened. It just never reached the pipeline.
Owners chase updates. Follow-ups slip. Repeat orders from small accounts quietly stop.
UP closes that gap — with you in control of money and deal truth.
Built for B2B teams that sell to existing customers.
When reps won’t live in the CRM, leaders still need a true picture of the pipeline.
Distribution & industrial
Repeat orders hide in the long tail of accounts reps deprioritize.
Sheet-first teams
Keep Google Sheets as the daily view while the company record stays governed.
CRM teams
UP sits on top of HubSpot, Salesforce, or your stack — not a rip-and-replace.
Questions
Does UP replace our CRM?
No. It makes the record trustworthy from real work — and from books when you connect them.
Will UP email my customers?
You send. UP reads connected channels and updates records only.
Can AI change Won, Lost, or deal amounts?
Not without you. AI proposes. You decide on money, owner, and commercial truth.
What about repeat sales and winback?
That’s the outcome we build toward. First job: revenue memory you can trust.
When can I join?
Early access is opening. Join the list above.
Most revenue already comes from customers you have.
Reps focus on the top accounts. The rest quietly stop reordering.
UP helps you see and act — after sales truth is real.
The warning signs were in the thread last week.
They never made it to the pipeline.
One email when your cohort opens. No spam.