Upscale

Crush revenue goals faster with Upscale, the sales engagement platform that helps your sales team build a consistent outbound sales pipeline.

Upscale RH LP 01

Upscale is a sales engagement platform that helps sales teams automate, scale, and optimize multichannel outreach, so they can generate more leads and grow revenue faster. Eliminate sales pipeline problems and empower your team with the sales tools they need to grow.

Key Features

Multi-channel Outreach

Reach out to potential customers using multiple channels. You can use email, phone, LinkedIn, WhatsApp, and text messages from a single platform.

Personalize Workflows

Use automation to personalize the buyer's journey. Based on triggers and events, you can book more meetings and generate more revenue for your business.

Analytics & Reporting

Analyze your relationship with customers and measure how your team is performing. Prioritize the important deals that lead to more revenue and less friction.

Ready-to-use Integrations

Integrate with apps like Google Calendar, Zapier, Salesforce, G2, and Pipedrive. There are other CRM's which you can integrate as well.

Overview

Upscale is a tool that solves sales pipeline problems for consistent revenue outcomes by implementing structured sales sequences to prioritize rep productivity faster.


Stop wasting over 60% of your selling time with tasks that won’t lead to sales and automate sales activities to focus on meaningful conversations. Upscale eliminates your record keeping, tool management, and data entry with a single workspace. 

Use Upscale to track channels that drive conversations to drive meaningful discussions which lead to more qualified meetings. Identify patterns and trends, and optimize your sales process. Take control of your sales strategy with structured and personalized sales outreach. Include multi-channel sequences for consistent outcomes.

Why Choose Upscale?

Upscale features image

Good teams play, but great teams run a system of plays.

 The odds of closing a lead are 10 times higher when responding within a 10-minute window. Upscale saves time and potential loss of revenue all while streamlining your outbound sales through its sales engagement platform.

Who Needs Upscale?

Upscale features image

Anyone who is doing outbound sales needs Upscale. Upscale works across all industry types and businesses including: 

  • Sales specialists
  • Business development
  • Marketing service providers
  • Agency owners
  • Software & SaaS
  • Small and medium businesses
  • Startups
  • Recruiters

Whether you are a team of 1 or 100, Upscale helps you close deals faster and ensures no follow-up is missed, leading to more sales and revenue generation.

Upscale Use Cases

Outbound Sales

Reach out to potential customers and prospects proactively. With Upscale, you can automate your outreach and streamline the process, allowing you to focus on more critical aspects of your sales strategy. Save time and resources while reaching a wide audience.

Inbound Sales

Focus on attracting potential customers and prospects to your business through various outreach efforts. With Upscale, you can organize your leads into sequences and nurture them automatically. Ensure that you don’t miss out on any vital elements of your sales funnel, resulting in higher conversion rates and increased revenue.

Account-based Sales

Are you selling to one account at a time? Personalize your approach at scale with focused selling for specific accounts. With Upscale, you can reach out to your targeted accounts through multiple channels like LinkedIn, email, and more. Build stronger relationships with your customers and increase your chances of making a sale.

Onboarding & Engagement

It is the most crucial part of the customer experience., Increase the likelihood of receiving favorable responses by using Upscale to consistently engage with your audience. Build a strong rapport with your customers and increase the chances of them becoming loyal, repeat buyers.

Customer Success

Nurture relationships with your customers and provide them with a seamless onboarding experience. With automated campaigns, you can communicate consistently with your customers. Ensure that they feel supported throughout their journey with your business. Build strong, long-lasting relationships with your customers, resulting in higher retention rates and increased revenue.

Get lifetime access to Upscale today!

Want to see Upscale in Action? Watch the Demo Video below👇

Plans and Features

Deal Terms

  • Lifetime access to Upscale
  • All future plan updates (Basic & Essential Plans only)
  • You must activate your license within 60 days of purchase
  • 30-day money-back guarantee, no matter the reason

Features Included in All Plans

  • All Outreach Channels (Email, SMS, Calls, LinkedIn, Social, WhatsApp)
  • Unlimited Outbound Emails (from Upscale) – limits may be imposed by email provider.
  • Download & Export Reports
  • Email Templates
  • Triggers
  • Analytics & Reporting
  • LinkedIn Chrome Extension

Note: You require @company.com/@domain.com email to sign up and start using Upscale

License Tier 1

Basic Plan
$ 199 One Time Purchase
  • All features above included
  • 5 Users
  • 5 Mailboxes (1 Per User )
  • 30 Sequences
  • 5000 Prospects
  • 1000 Accounts
  • 1000 Opportunities
  • 100 Email Templates
  • Dialer (Pay Per Use)
  • A/B Testing
  • Pre-recorded Voicemail Drops
  • Call Recording
  • Phone Number Masking
  • Auto-Syncing call logs to CRM
  • Voicemail
  • Pre-Recorded Voicemail

License Tier 2

Essential Plan
$ 399 One Time Purchase
  • All features above included
  • 10 Users
  • 30 Mailboxes (3 per User)
  • Unlimited Sequences
  • Unlimited Prospects
  • Unlimited Accounts
  • Unlimited Opportunities
  • Unlimited Email Templates
  • Dialer (Pay Per Use)
  • A/B Testing
  • Pre-recorded Voicemail Drops
  • Call Recording
  • Phone Number Masking
  • Auto-Syncing Call Logs to CRM
  • Voicemail
  • Pre-Recorded Voicemail
Popular

License Tier 3

Growth Plan
$ 699 One Time Purchase
  • All features above included
  • 20 Users
  • 60 Mailboxes (3 per User)
  • Unlimited Sequences
  • Unlimited Prospects
  • Unlimited Accounts
  • Unlimited Opportunities
  • Unlimited Email Templates
  • Dialer (Pay Per Use)
  • A/B Testing
  • Pre-Recorded Voicemail Drops
  • Call Recording
  • Phone Number Masking
  • Auto-Syncing Call Logs to CRM
  • Voicemail
  • Pre-Recorded Voicemail

Frequently Asked Questions

After purchasing you will get a unique redemption code within your Order Confirmation email. It will also contains Redemption Instructions. Simply follow the instructions to redeem your purchase.

Yes. You need to have a company/domain/@domain.com email to signup for the account in Upscale.

For example:

✅ john@company.com

❌ john@gmail.com

Yes, Upscale integrates with other platforms to provide seamless functionality under one platform.

  • Upscale integrates with Gmail and Outlook so that you can directly send emails from upscale.
  • Upscale integrates with CRM platforms like Salesforce, Zoho and Hubspot.
  • Upscale integrates with Twilio and Phone Burner to provide calling features.

Yes. You can add prospects in bulk by uploading a CSV file. You can download a sample CSV file to refer to how the data of all prospects should be arranged.

  • Click on the “Actions” button on the top right corner and then select“Import CSV”.
  • Click on “Download Sample CSV” and add all the data from your spreadsheet in the same format.
  • Upload the CSV file to add all the prospects.

Features like call recording and voicemail are default on in Upscale. You can buy a phone number of a country and then start making calls by just adding calling credits using Upscale. Here is how you buy credits: https://support.upscale.ai/en/billing/dialer-credits 

Upscale supports all regions where Twilio operates for calling. refer this link for pricing information of call charges – https://www.twilio.com/voice/pricing/us

Plus, There’s no limit on purchasing phone numbers on any of the plans

To understand and implement the caller ID for outbound calls, do refer to this help article:

https://support.upscale.ai/en/phones-and-calls/custom-caller-id-for-outbound-calls?fbclid=IwAR0h328IHoQo4_YReCZoUUC1q5tG0_O149yHLgdCDLSNj38LOiGu4fBdiBo

To understand how to manage purchased phones via Twilio, do refer this help article:

https://support.upscale.ai/en/phones-and-calls/manage-purchased-phones

To understand how are incoming calls routed for your number, do refer to this help article

https://support.upscale.ai/en/phones-and-calls/how-are-incoming-calls-routed

Upscale Integrates with the Following Email Providers:

1. Gmail
2. Outlook
3. Microsoft Office (365)
4. Yahoo Mail
5. iCloud
6. AOL Mail

Custom IMAP Settings are available as well.

Upscale integrates with Salesforce, Hubspot & Zoho. 

If you have Zapier, you can integrate with other CRM tools as well.

Yes, you can access and customize predefined workflows for standard campaigns.

  • Click on the “Actions” button in the top right corner and then select “Create Workflow”.
  • You can go to “Blueprints” to access all the predefined workflows provided by upscale.

We offer a hassle-free 30-day money back guarantee. You can submit a refund request from your My Account dashboard once logged in – OR – you can email – support@rockethub.com with details and we’ll process the refund as soon as possible. Refund requests AFTER the 30-day period will not be provided.

Yes. To the extent that new features do not have a per-use cost or API usage cost to our company, they will be included in the respective plans.

We structured this deal with 3 plans.

Two of the plans (Basic and Essential) map directly to their existing plans on the site but we actually negotiated MORE MAILBOXES and USERS for our lifetime deal than you’d get if you paid monthly 👊

The 3rd Plan called Growth/Agency Plan is custom created for this lifetime deal as no similar plan exists in their offerings. Hence, this plan has the most value for sales teams as we negotiated the best limits 💪

So to recap:
1. LTD Basic = maps to Basic plan on their site but LTD plan gives MORE mailboxes
2. LTD Essential = maps to Essential plan on their site but LTD plan gives MORE mailboxes
3. LTD Growth/Agency = doesn’t exist on their site (custom created by our team)

Note that due to the value of such software, we are limiting the number of license codes that will be sold. First come, first serve. 

At the time this deal was launched, RocketHub does not support changing or upgrading your plan after purchase. LTD’s purchased via RocketHub also currently doesn’t support combining or stacking purchase codes. We recommend purchasing the tier that your business can grow into.

From the Founder

Hello, RocketHub community! 👋

With great excitement, I’d like to present Upscale – a sales engagement platform that helps sales teams build a consistent pipeline and crush revenue goals faster.

The Plot

At my previous startup, InfiSecure (a B2B bot mitigation platform acquired by Barracuda Networks in 2019), I encountered numerous challenges in the sales processes. One of the primary roadblocks and learnings was sales engagement. Following a successful exit, I started my second innings with Amit Mastud with Upscale in August 2020.

The Problem

Sales reps spend only 33% of their time on actual selling!

  • They use “instincts” to decide when and how to approach new prospects
  • They follow random prospecting processes leading to inconsistency
  • They are not sure which communication channels drive engagement

Then how do you get better at booking qualified meetings at scale? 

How do you make revenue a predictable process? 

This involves structuring sales activities and ensuring reps don’t follow random prospecting processes. Instead of staying in the dark about activities leading to conversations, sales teams need insights and intelligence. Tracking activities can drive insights to make the most out of them and increase revenue.

Guesswork-based approach → Inconsistent interactions → Inconsistent pipeline → Inconsistent revenue-generation 

The Solution

A sales engagement platform can expedite sales prospecting with structured sales sequences. You’ll be able to guide your reps with a contact strategy and messaging proven to engage buyers.

  • Replace guesswork with a structured and consistent process
  • Take control of your pipeline, including multi-channel sequences
  • Personalize interactions by identifying best practices
  • Minimize your effort in searching for the next best action
  • Track activities leading to conversations and conversions
  • Sentimental analysis to prioritize and segment prospects based on their replies (coming soon)

Our Team

Over 100 plus companies prioritizing revenue growth have partnered with Upscale, including Perx Tech, Metadome, Affable, CogniSaas, and iZooto, among others. We are a 15-member strong team ensuring you crush revenue goals faster.

– Sandeep Singh, Co-Founder & CEO, UpScale.ai

Lifetime Deal

(2 customer reviews)
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2 reviews for Upscale

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Reviewed by 18 customer(s)

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  • Avatar

    David Taggart

    Excellent Product

    I am really surprised we got a chance to get this. Excellent platform that has been very well thought out and is truly full featured. The UI is very intuitive and the docs are very comprehensive.

    If you are running, or plan on running an outbound sales motion then UpScale is a must buy. I can only see upside from buying and using this tool.

    March 28, 2023
    Verified Review
  • Avatar

    Vaibhav Kulkarni

    Best Alternative For Expensive Automation Tools

    I purchased a $399 essential plan and I am happy with the purchase as of now, it seems to be working fine for me it has all those features which I was looking for but tools like Hubspot offers it at $500/Month. If you’re thinking to purchase go for it. Highly Recommended !!

    March 22, 2023
    Verified Review

Only logged in customers who have purchased this product may leave a review.

Got a Question? Ask here.


Avatar
Guest
Baba
1 year 3 months ago

How many phone numbers do we get on tier 2?

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Product Owner
1 year 3 months ago

Hi Baba, There’s no limit on purchasing phone numbers on any of the plans

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Guest
Biswajit
1 year 3 months ago

How can we get phone numbers? Does it integrate with Twilio or we need to buy internally?

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Product Owner
1 year 3 months ago

Hi Biswajit, Upscale integrates with Twilio, you can by pre-paid credits inside the dashboard and use it (it is as per usage)

You can buy a phone number of a country and then start making calls by just adding calling credits. There are no add-ons as such.

Please refer this link for pricing information of call charges – https://www.twilio.com/voice/pricing/us

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Guest
Rupesh
1 year 3 months ago

Do we need to use Twilio only for India-based users as well? asking as Twilio is costly for India.

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Rupesh, you can use a US number but mask it for calling in India. You’ll get all the details about the dialer here: https://support.upscale.ai/en/billing/dialer-credits

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Rupesh, the pricing is decided for all users by Twilio. You can use phone number masking for calling in India.

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Guest
Sascha Hauser
1 year 3 months ago

Is it possible to buy numbers in germany? So that i can get a german number without masking? Lately i see a lot of fraud warnings on my mobile phone, when people call me, with a mask function activated.

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Sascha, yes, you can purchase German numbers.

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Guest
Rupesh
1 year 3 months ago

Can we use any other service provider except Twilio – for calling service in India ?

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Rupesh, currently, we are integrated with Twilio only. So no, you can’t use any other service for calling in India.

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Guest
Oliver
1 year 3 months ago

I have a question about linkedin: will my linkedin contacts automatically sync with your tool?

Do you have youtube videos where you can see how to use your tool?

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Oliver, yes, you can sync LinkedIn contacts to Upscale through our Chrome extension. You can find more details here: https://support.upscale.ai/en/tasks/linkedin-chrome-extension

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Oliver, yes, you can add your LinkedIn contacts to Upscale through the Chrome extension. Here’s more details: https://support.upscale.ai/en/tasks/linkedin-chrome-extension

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Oliver, yes you can add prospects from LinkedIn directly to Upscale through our Chrome extension. Here’s a step-by-step process: https://support.upscale.ai/en/tasks/linkedin-chrome-extension

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Product Owner
1 year 3 months ago

Hi Oliver, yes you can add prospects from Linkedin to Upscale through our Chrome extension. Here’s a step-by-step process: https://support.upscale.ai/en/tasks/linkedin-chrome-extension

Avatar
Guest
WHW
1 year 3 months ago

I am a solopreneur. Doing business alone. So, 5 user Basic plan is more than I need, however I don’t understand why you are striping features from the basic plan. While I am agreeable to paying $199 for a plan which is above my requirements from the user allowance perspective I am not feeling positive about paying the money for a plan which will be functionally deficient. Give it a thought.

Avatar
Product Owner
Sandeep Singh
1 year 3 months ago

Hi, comparing the Basic plan from our website to the LTD has more benefits. It’s also relatively inexpensive if you compare the two. Here’s our pricing page for reference: https://upscale.ai/pricing

Avatar
Product Owner
1 year 3 months ago

Hey!

If you compare the existing pricing of the Basic plan on our website to the LTD here, you are definitely getting more value. In addition, Upscale is more appropriate for companies with a sales team. Before purchasing the LTD, you can use the free trial to explore the use cases and their relevance to you.

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Guest
Carlos Pereira
1 year 3 months ago

License Tier 3 – Can it be used in multiple companies as an agency? with multiple workspaces?

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Carlos, no, that is not possible. You need to create multiple accounts for multiple companies. One access cannot be used as multiple workplaces.

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Customer
Deshan Pillay
1 year 3 months ago

Does Upscale support Google Workspace (Gsuite) email aliases?

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Deshan, yes we integrate with Google Workspace and you can create multiple aliases.

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Guest
Carlos Pereira
1 year 3 months ago

How do you compare this software to Sales Handy? What are the main pros and cons?

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Carlos, Saleshandy is primarily used for cold emails only, whereas Upscale is a multi-channel sales engagement platform. You can send emails, make calls, including LinkedIn and other touchpoints, and take notes from a single workspace — Upscale. It helps you structure your cold outreach with multi-channel sequences, event-based automation, and actionable insights.

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Guest
Tim
1 year 3 months ago

Mobile app is confirmed? How about savings PDF/other files in the notes section? Can I buy Singapore number? Would it appear as spam call +62 XXXX XXXX on the receiver’s screen?

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Tim, we have a web app, not a mobile app.
For notes, you can type in, but there is no option to attach files currently.
Yes, you can buy Singapore numbers.
The calling depends on Twilio, and the numbers should not appear as spam calls.

Avatar
Guest
SD
1 year 3 months ago

Can I change the domain it is tied to if I change jobs?

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi SD, even if you change jobs, you can continue using the same email ID to log in.

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Guest
MBO
1 year 3 months ago

Do you guys have Brazilian Phone numbers? If YES, what is the cost to have a number and cost per minute.

Can I call prospects using WhatsApp and record the calls? Most of my clients use WhatsApp. We call them via WhatsApp. The most important thing is to be able to record the calls.

Thank you and I am ready to invest in Tier 2.

Avatar
Product Owner
Sandeep Singh
1 year 3 months ago

We offer Brazilian phone numbers via Twilio – https://support.twilio.com/hc/en-us/articles/223183068-Twilio-international-phone-number-availability-and-their-capabilities

The cost to have a local brazil number is $ 4.25/ mo and calling charges are as per this link – https://www.twilio.com/voice/pricing/br

Regarding whatsapp, we allow you to draft and send messages to prospects. Unfortunately, we don’t have the capability to make Whatsapp calls and record the same. Normal calls made via the application are recorded.

Please let us know if we have been to address your queries or if you have other questions.

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Guest
Rupesh
1 year 3 months ago

Q:- How to integrate Whatsapp? Can’t find guidance on this
Q-2: Both Whatsapp channels supported: WhatAPP API as well as WhatsApp business mobile number?

Avatar
Product Owner
Sandeep Singh
1 year 3 months ago

Hi Rupesh, you can create WhatsApp tasks in a sequence or separately. Once a WhatsApp task is created, to complete it, you need to open web.whatsapp to send the message. Here’s how you can do it: https://support.upscale.ai/en/whats-app/whatsapp-overview

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Rupesh, you can create WhatsApp tasks in a sequence or separately. Once the WhatsApp task is created, to complete the task, you need to open web.whatsapp and send the message. Here’s how you can do it: https://support.upscale.ai/en/whats-app/whatsapp-overview

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Guest
James Downing
1 year 3 months ago

Hey, I’m an outbound lead generation Agency and when I generate leads for a client, I need to be able to do it in a separate account from my own in their names. How do I go about doing this with this product and what are the associated charges if it’s possible? Thanks!

Avatar
Product Owner
Sandeep Singh
1 year 3 months ago

Hey James, thank you for asking the question.

For each separate account, there will be a different/new account. There is no workplace model as of now. You need to buy different accounts for different companies to keep them separate.

Hope this answers your question.

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Guest
Steve
1 year 3 months ago

Can you add SMTPs for your emails

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Product Owner
Sandeep Singh
1 year 3 months ago

Hi Steve, SMTPs and IMAP will be live by May 2023.

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Guest
Steve
1 year 3 months ago

Hi, I have a few more questions if that’s alright.

Tier 2 has 10 Users and 30 Mailboxes (3 per User). Does each user have their own account that they log into separately and then link three different emails to, or is there one unified account that can control everything?

Do the emails all have to be from the same domain?

Can you set up one campaign and set that campaign to go using all email accounts automatically?

Are we able to handle the unsubscribes from a 3rd party website (we centralise all our unsubscribes)

When creating a list, can you have the same contact in multiple lists?

Avatar
Product Owner
Sandeep Singh
1 year 3 months ago

Hi Steve,

Under Tier 2, an account can have 10 users. Each user has a separate login id and can then link their 3 respective email id. This particular account with 10 users will act as a single workplace.

Emails can be of different domains. All the users will be visible to others in that specific account.

Can you set up one campaign and set that campaign to go using all email accounts automatically? = Yes, that is possible. You can define the email id that you want to use at the beginning of the sequence / campaign.

Are we able to handle the unsubscribes from a 3rd party website (we centralize all our unsubscribed) = All unsubscribes are handled via a prospect stage on Upscale. If the sent email gets unsubscribed, Upscale will know and put it under the unsubscribe stage. Any action done outside Upscale will not be considered an unsubscribe until the prospect is updated via a sheet import.

When creating a list, can you have the same contact in multiple lists? = Yes, you can give different and multiple tags to the same contact. The list is considered like giving a tag on Upscale.

I hope I was able to address your queries. You can learn more here – https://support.upscale.ai/

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Guest
Steve
1 year 3 months ago

Can you also explain how the voice drops work

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Product Owner
Sandeep Singh
1 year 3 months ago

Steve, here you go – https://support.upscale.ai/en/phones-and-calls/voicemail-inbound-outbound

Once the recording is done, you can drop it while logging the call.

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Guest
Phil
1 year 2 months ago

Unlimited Prospects: Can Upscale handle 1M Prospects? Thanks

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Product Owner
Sandeep Singh
1 year 2 months ago

Hi Phil, Upscale can handle n number of prospects, but like any system, this might have a performance issue on the loading and actions on the platform. So we request you load the prospects whom you would want to reach in a 6-months to 1 year time period and then load more prospects.

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Guest
Edwin
1 year 2 months ago

Apart from the doubling of users (and mailboxes), what else is different about Tier 3 versus Tier 2? The fact that it’s called the agency plan — does this mean that it comes with subaccounts that we can then map to different companies?

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Product Owner
Sandeep Singh
1 year 2 months ago

Hello Edwin, the major difference is only in the number of users. We have tried to cover all the major features in Tier 2 and Tier 3.

Avatar
Guest
Aayush
1 year 1 month ago

Quick question:
1. Why would it be so hard to enable someone like Exotel on a platform like Upscale?
2. Do you folks have an app or even an M-web browser from where calls can be made from a mobile?