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UPWARD FEATURE

Automation

Keep conversations moving with reminders, confirmations and Vutesa-assisted follow-up.

Example CRM sales pipeline with deal stages, lead sources and a contact activity timeline
WHAT IT ISUpward automation sends confirmations and reminders, schedules follow-up activities and uses Vutesa to help draft timely messages, so fewer leads go cold.

What's included

Confirmations

Bookings and registrations trigger confirmation emails automatically.

Reminders

Scheduled reminders go out before meetings and events.

Activity scheduling

Create follow-up tasks and calls on each lead's record.

AI drafting

Vutesa drafts follow-up messages from the lead's history for you to review.

How Upward is different

Shares the same data as every other Upward tool
Replicates to every team member
Assisted by Vutesa AI

Related

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