AI POWERED SALES AUTOMATION PLATFORM
Automate your sales.
UpSurge your business.
Boost productivity with an AI-powered CRM tailored to your business. Automate your pipeline, enhance outreach, and generate fresh ideas effortlessly. Turn your strategies into actions with just a click.
You built your business.
Now work on it—not in it.
Reclaim your time and focus on what truly moves the needle. Our all-in-one CRM and automation tools handle the daily tasks so you can lead with vision, not busywork.
Easily integrate with thousands of apps
CUSTOM-TRAINED AI ASSISTANTS
AI Voice Agents. Built for your business.
Boost productivity with an AI-powered CRM tailored to your business. Automate your pipeline, enhance outreach, and save time.
Inbound Customer Support
Outbound Sales
Automate cold calls and follow-ups with an AI voice assistant that sounds human and stays on-script. Qualify leads, book appointments, and close gaps in your pipeline—without lifting the phone.
Appointment Scheduling
Let your AI assistant handle the back-and-forth of booking. It confirms availability, reschedules when needed, and syncs directly with your calendar—so your team stays focused, not flooded.
Website Support Agent
Greet visitors with an AI voice that answers FAQs, captures leads, and guides users toward conversions. It’s like having a sales rep on every page—without adding to your headcount.
Everything you need.
All in one place.
CRM System
Easily manage contacts, track interactions, and nurture relationships with a unified CRM that keeps your team organized and informed.
Sales Automation
Put your sales on autopilot by automating follow-ups, lead nurturing, and data entry—freeing your team to focus on closing deals.
Pipelines
Track opportunities from lead to closed deal with visual pipelines that keep your sales process moving and nothing slipping through the cracks.
Phone System
Make and receive calls directly inside the platform with full call logs, routing, voicemail, and caller ID—no extra apps or devices required.
SMS & iMessage
Send and receive SMS and iMessages from your business number to keep conversations in one place and engage leads where they’re most active.
AI Voice Assistants
Our AI voice agents answer calls, qualify leads, and book appointments 24/7—so you never miss an opportunity, even after hours.
Marketing
Launch email, text, and social campaigns with ease. Automate lead nurturing and track results—all from one marketing dashboard.
Website Builder
Create stunning, responsive websites with drag-and-drop simplicity—no code required. Launch your brand fast and convert visitors into leads.
eCommerce
Easily sell products online, manage inventory, and track orders with built-in eCommerce tools that connect directly to your CRM.
Inventory Tools
Keep tabs on stock levels, get alerts for low inventory, and ensure you’re always ready to fulfill orders without delays
Payments & Invoicing
Create branded invoices, accept payments online, and track transaction history—all in one place to get paid faster and easier.
Document Signing
Send contracts, proposals, and agreements for secure e-signature—no printing, scanning, or chasing needed.
Task Management
Assign tasks, set deadlines, and monitor progress across your team to ensure nothing falls through the cracks.
Analytics
Get real-time insights into your sales, marketing, and operations with dashboards that make data easy to understand and act on.
In-House Support
Our Utah-based team is here when you need us. No call centers, just real help from real experts who know your business.
A TRULY POWERFUL MOBILE APP
Be productive.
Even on the go.
Our mobile app gives you full access to conversations, calendars, tasks, payments, and reporting. Anytime. Anywhere. Whether you’re on a job site or on the road, stay connected and in control without missing a beat.
The right tools.
Any industry. Any size.
Home Services
Book jobs, manage leads, and send automated updates—perfect for HVAC, plumbing, cleaning, and repair businesses.
Legal Services
Streamline client intake, automate reminders, and manage sensitive data securely—all while staying compliant.
Medical & Wellness
Schedule patients, reduce no-shows, and stay engaged with automated reminders and personalized outreach.
Retail & eCommerce
Track customer data, manage inventory, and run targeted email/text campaigns that drive repeat sales.
Financial Services
Build trust with automated follow-ups, client portals, and secure document handling—all in one system.
Real Estate
Capture new buyer and seller leads, automate follow-ups, and schedule showings—so you close more deals, faster.
Higher Education
Enroll students, send reminders, and keep learning on track—minus the admin headaches.
Marketing & Creative
Juggle clients, not chaos. Automate updates, campaigns, and reporting so you can focus on results.
Construction & Contracting
Track bids, manage job pipelines, and automate client updates—keeping your crew and your clients in sync.
Solar & Clean Energy
Automate lead nurturing, schedule consultations, and track every project step—from quote to install.
Professional Services & Consulting
Systematize onboarding, stay on top of tasks, and keep clients engaged with minimal manual effort.
Automotive Services
Book service appointments, send reminders, and follow up with promotions to keep customers coming back.
