VutesaUpward Is a Multi-Touchpoint CRM
Your Bio / Profile Page is the front door. Everything a person does there, and everything you send them, is recorded on one CRM record.
The front door and everything behind it
Most CRMs wait for you to enter a lead. Upward gives people many reasons to raise their hand on your Bio / Profile Page and then catches every one. The diagram above shows ten touchpoints. Each feeds the same record, so the history in front of you before a call includes the booking, the message, the email they opened and the video that first brought them in.
What each touchpoint records
Each row below was checked against how Upward saves it.
- Schedule a Meeting: a lead in the first pipeline stage, the contact, and a Meeting booked activity with date, time, length, location, link, guests and form answers. Reschedules and cancellations add their own activity.
- Subscribe to meeting updates: a lead with the source reference Meeting notifications.
- Contact Me: a lead with the source Contact form and a Contact form submission note listing every field.
- MySite enquiry or meeting request: activity on the person the MySite was made for, or a new lead if the visitor is new.
- Follow or sign in from Videos, Meetings, Reviews, Recent Work or notifications: a lead whose source names the module, and a note such as Visitor signed up from video.
- Submitted review: a lead whose notes carry the star rating and the review text.
- Vutesa live chat: a lead created on the visitor's first message, with the source Assistant.
- Emails you send from the CRM: an email activity with its delivery status.
- A file you share with a lead or contact: a note on the timeline, plus views logged on the file.
Visitors who sign in become people you know
Following, commenting and reacting need a visitor account, so Upward shows a short sign-in popup tied to the module the visitor is using. When a real visitor completes it, Upward creates one lead for that person, tagged with the module they came from: Video, Meetings, Reviews, Recent work, Notifications or Assistant. The lead holds the visitor's name, email or phone and photo. You also get an email telling you who just registered.
- One lead per visitor identity per member. Returning visitors add a note to the same lead.
- A visitor needs an email or a phone number to become a lead.
- Members, company owners, admins and platform staff are never captured as leads on their own pages.
Videos: sign-ups, reactions and comments
A visitor can follow your videos, like or dislike a video and comment on it, and each of these needs a sign-in. The first sign-in creates the lead. Comments are saved, you are emailed about each new one, and your company can turn on moderation so comments are held for approval first. Reactions are stored with the video and counted in its engagement. When a person watches through a tracked link made for them, watch time and completion are attributed to their lead or contact.
Tracked links, MySites and files
Tracked links turn sharing into signal. Each click is counted with its source, device and country, with bots excluded. When the link was made for a known lead or contact, you can be alerted on the first click and on repeat clicks. You choose email or SMS, a cooldown and quiet hours, and held alerts arrive as one summary. A booking or form that follows a tracked link keeps that source on the lead. MySites go a step further: meetings, forms and conversions on a personal page are logged as MySite activity on the person's timeline.
- Share any page, video, file or MySite as a tracked link.
- Link clicks from a known person are tied to their lead or contact.
- Repeat clicks are queued so one person reading three times is one alert.
Email and chat close the loop
What you send is part of the record too. Emails sent from the CRM log as email activities, and delivery tracking records whether each was sent, delivered, opened or clicked. Opens are counted from a tracking image, with scanners filtered out and repeat fetches within five minutes collapsed. On the timeline each email shows its status: sent, delivered, opened or failed. In chat, Vutesa answers visitor questions on your page, a person can step in, and a real visitor's first message creates the lead.
One timeline, filtered the way you work
Open any contact and the timeline shows the history in order. The category filter lets you narrow it to All Activity, Activities, Communications, Notes, Meetings, Content Engagement, Forms & Chat, Files & Recordings or System, so you can find the call you promised or the email that was never opened. From the same record you can schedule a call, send email or SMS, add a task or convert the lead to a contact.
What is not automatic, and why
A CRM is only useful if it is clean. Upward creates a lead only when a real person gives you a way to reach them. A click from someone anonymous is counted but does not become a lead. A reaction on a video is stored but does not add a timeline entry on its own. Activity from your own team never becomes a lead. That keeps your pipeline full of people you can actually talk to.
Who it's for
How it works
Publish your front door
Turn on the modules you want: Schedule a Meeting, Contact Me, Videos, Reviews and Recent Work.
Share your links
Post your page link, QR code or tracked links so you know what brought each visitor.
Let people act
Visitors book, write, subscribe, comment, review, chat or click, and the CRM records each action.
Follow up from one record
Open the lead to see the whole history, then send email or SMS, schedule a call or add a task.
What's included
Meetings
A booking creates or updates a lead and contact with the full meeting detail.
Messages and forms
Contact Me and MySite forms create a lead and a note listing every answer.
Subscriptions and follows
Following videos, meetings, reviews or recent work creates a lead tagged with that module.
Video sign-in and comments
Visitors sign in to react or comment, which creates a lead. You are emailed about new comments.
Reviews
A submitted review creates a lead, and the review waits for your approval before it shows.
Chat
A real visitor's first message to Vutesa on your page becomes a lead.
Tracked links
Clicks are counted, tied to a person when known, and can alert you.
Email and files
Emails you send log their delivery status, and files you share are noted on the timeline.
How Upward is different
Frequently asked questions
What is a multi-touchpoint CRM?
A CRM that records every way a person interacts with you, such as booking, messaging, watching, reviewing, clicking and chatting, on one record. A single-touchpoint CRM only records what you type in or what one form sends.
Which actions create a lead?
Booking a meeting, subscribing to meeting updates, sending Contact Me or a MySite form, following or signing in from Videos, Meetings, Reviews or Recent Work, submitting a review, and a real visitor's first chat message. Leads can also come from Facebook Page activity, the public API and imports.
Do likes and dislikes create a lead?
A visitor must sign in to react to a video, and the first sign-in from a module creates the lead. The reaction itself is stored with the video and counted in its engagement. Anonymous visitors stay anonymous.
Will I get duplicate leads?
Not for the same person. By default, new activity from someone who already has an open lead, matched by contact or email, is added to that lead. The merge setting and its time window are in your CRM settings.
Can I see where a lead came from?
Yes. Every lead has a source, such as Contact form or Meeting booking, and many carry a reference, such as the meeting type, the topic, the MySite or the tracked link that brought them.
Does it work for teams?
Yes. Each member has their own page and their own leads, and company owners and team leaders can be given visibility, depending on how the lead's visibility is set.
What about people who click but never identify themselves?
Their clicks are counted on the link, but no lead is created until a person gives you a name and a way to reach them.
Related
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Bio / Profile Pages
More than a link in bio. Your Upward page showcases who you are and what you do — and connects every visitor action to your CRM.
Schedule a Meeting
Visitors pick a time on your Bio / Profile Page and the booking lands in your calendar, your inbox and your CRM. No separate scheduling tool, no copying names into a spreadsheet.
Contact Me
A short form on your page, set up your way. When a visitor sends it, you get an email and the CRM gets a lead with everything they said.
Forms and Files
Ask the questions that qualify a visitor, then send the guide, price sheet or brochure they asked for. Upward records both against the same person.
Tracked Links
A normal link gets someone from one place to another. A Tracked Link also tells you whether it was opened, when, from where, and, if you made it for a person, by whom.
Lead Capture
Leads come from everywhere people engage. Upward records them all in one CRM with the source that brought them in.
MySites
Send one page made for one person. Vutesa builds it from what you know about them, you add the proof, and the CRM shows what they did next.
Vutesa AI
Vutesa works inside the tools you already use. Ask her about a lead, a meeting or a video, and she answers from your own data. Ask her to do something, and she prepares it for you to confirm.
Have a question about Multi-Touchpoint CRM?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
See every touchpoint in one place
Start free, publish your page and watch the first lead arrive with its full history.