Early access · limited spots

Replace your sales lead
with an AI agent that runs for you.

Qualify leads, run follow-ups, prep demos, and keep your pipeline moving - without hiring, without another empty seat, without paying $6,000/month for a CRM nobody updates.

Sales Agent · running
SL
Sales lead
Running 3 tasks in parallel
9:04 · Tuesday
YouQ2 goal: +25% closed-won with the same team size.
Sales AgentGot it. I’ve read your ICP.md and last quarter’s pipeline. 3-part plan:
→ Qual - BANT + use-case fit on new inbound
→ Move - sequences + tasks per stage, no lead left behind
→ Close - demo prep, objection one-pagers, next-step nudges
Sales AgentLaunching - first follow-up batch and pipeline summary in 4 hours.
While your competitors are still hiring a sales lead, yours is already on the opportunities.
The problem

Revenue is slow, expensive, and hard to follow through.

You have a pipeline, a product, a number to hit. But between you and consistent closes, there’s always the same bottleneck: follow-up capacity and CRM discipline.

01 · HIRING

Hiring a strong sales lead takes weeks.

Shortlist, interviews, comp plans, ramp time. 8+ weeks on average - and the quarter doesn’t wait.

02 · BUDGET

Outsourced SDRs and part-time AEs are expensive and fragmented.

$600–1,200/day, part-time, juggling several clients. Your sequences never quite match your voice.

03 · SPEED

Follow-up is where deals die: every touch takes time.

Research, email, call notes, CRM updates, demo prep. A follow-up that should go out in an hour takes three days.

04 · FRICTION

The CRM lags the truth - and nobody trusts the next step.

Stale stages, missing notes, unclear owners. By the time you see the real picture, the deal is already lost.

Meanwhile, warm leads go cold in the cracks.
The solution

A dedicated sales AI agent. It understands, proposes, executes.

Upchat is a sales lead on the job - from minute one.

It understands your ICP, your playbook, and your pipeline, then executes the next best touch immediately. No 6-week ramp. No “I’ll update Salesforce tomorrow.”

  • 01 Qualify and route
  • 02 Run sequences & follow-ups
  • 03 Prep demos and one-pagers
  • 04 Report what’s moving - and what’s stalling
No friction. No latency. No dependency on a human for every touch.
upchat ~ sales-agent
▸read icp_and_playbook.md
✓ ICP, pricing, 12 months of pipeline history ingested
▸propose plan --q=q2_revenue +25%
→ 3 prioritized levers: inbound qual · re-engagement · demo conversion
▸execute follow_up --stages=all --no-lead-left-behind=true
⚡ 9 sequences live · 27 touches queued · next-step nudges every 2h
▸monitor
Why it’s different

It’s not a tool. It’s an operator.

ChatGPT answers. A CRM gives you fields. Upchat Sales actually runs your follow-ups and pipeline motion - while you do something else.

a tool
an assistant
a copilot
→ an autonomous operator
5min

Ready in minutes

No endless setup. You brief, it starts.

24/7

Always on

It doesn’t sleep, take PTO, or change jobs.

+∞

Learns your business

Every interaction enriches memory. It knows your ICP and your buyers better every day.

0s

Executes instantly

The gap between “we should follow up” and “touch sent” drops to near zero.

v∞

Always up to date

Continuous watch on your pipeline and best next steps. No deal slips for “forgot to nudge.”

You go from “I’ll chase Monday” to “it’s already in motion”.
How it works

Three steps. Zero friction.

You stay in control on what matters. The agent never signs contracts alone, changes pricing, or approves legal terms. It proposes. You validate. It executes the motion.
01
~5 min

Describe your business

ICP, product, process, and CRM. The agent ingests what matters to qualify and follow up the right way.

02
~1h

The agent proposes a plan

Qualification, sequences, meeting prep, handoffs. A prioritized plan with expected lift and time to first touch.

03
ongoing

It executes and optimizes

Follow-ups, content, CRM hygiene, pipeline reviews - and fewer deals dying in silence week after week.

What the agent can do

Everything a sales lead would do - but continuously.

Qualify inbound & nurture cold
ICP fit, BANT, use-case match, and fast routing to the right next step - without letting leads pile up in the void.
Run omni-channel follow-up
Email, LinkedIn, call tasks, reminders. Sequences that sound like you - not a mail-merge robot.
Prep demos & one-pagers
Discovery recap, custom agenda, talk tracks, ROI hooks - in your voice, tied to the account’s real context.
Handle objections with evidence
Reusable proof points, case picks, and pricing talk-tracks. Surfaces the right story at the right moment.
Keep the CRM true
Notes, next steps, stage updates - the hygiene that makes forecasts believable and handoffs clean.
Report pipeline & velocity
What’s stalling, what’s heating up, and what to do next. Plain language, not 40-tab spreadsheets.
A team, not an individual

Your sales agent doesn’t work alone.

It collaborates with other specialized agents. A technical block on the demo? The dev agent helps. A spike in win-rate? The analyst finds why. A worried prospect? Support brings field signal. A full team - without hiring anyone.
SL
Lead agent

Sales Agent

Owns your pipeline motion end to end. Qualifies, nudges, preps, documents - and calls the rest of the team when needed.

DV
Contributor

Developer

Clarifies product limits, API edge cases, and what’s on the roadmap for technical buyers.

← called by Sales
DA
Contributor

Data analyst

Connects win-rate, cycle time, and segments so you know where to double down.

← called by Sales
SP
Contributor

Support

Surfaces product friction and customer proof that makes your stories credible.

← called by Sales
Freelance vs. Upchat

Why manage someone when you can run a system?

Freelance sales old school

  • ✕ Slow to hire - 4 to 8 weeks
  • ✕ Expensive - $4,000 to $12,000/month + variable
  • ✕ Limited time - 2 days/week or quarter-only pushes
  • ✕ Multiple clients - never the priority
  • ✕ Vacations, job changes, comp resets
  • ✕ Back to zero when they leave

Upchat Sales new

  • ✓ Instant - ready in 5 minutes
  • ✓ Pay-as-you-go - pay for what you use
  • ✓ 24/7 - nights, weekends, holidays
  • ✓ 100% dedicated - one priority: you
  • ✓ Never leaves, never forgets, always improves
  • ✓ Your memory stays yours, forever

Stop managing a person. Start steering a system.

Your stack

Your agent works where you already work.

Ads, CRM, support, drive, social - your growth agent connects to your stack and works inside it. No copy-paste reports. No exports. It launches, reads, and updates.

Airtable
Confluence
Docker
GitHub
Google Ads
Google Sheets
HubSpot
Jira
Meta
Odoo
PostgreSQL
Sentry
Stripe
Trello
YouTube
Zoho
Airtable
Confluence
Docker
GitHub
Google Ads
Google Sheets
HubSpot
Jira
Meta
Odoo
PostgreSQL
Sentry
Stripe
Trello
YouTube
Zoho
Airtable
Confluence
Docker
GitHub
Airtable
Confluence
Docker
GitHub
Google Ads
Google Sheets
HubSpot
Jira
Meta
Odoo
PostgreSQL
Sentry
Stripe
Trello
YouTube
Zoho
Airtable
Confluence
Docker
GitHub
Google Ads
Google Sheets
HubSpot
Jira
Meta
Odoo
PostgreSQL
Sentry
Stripe
Trello
YouTube
Zoho
Airtable
Confluence
Docker
GitHub
Asana
Datadog
Facebook
GitLab
Google Analytics
Help Scout
Instagram
Linear
Mixpanel
Pinterest
PostHog
Snapchat
Supabase
Vercel
Zapier
Asana
Datadog
Facebook
GitLab
Google Analytics
Help Scout
Instagram
Linear
Mixpanel
Pinterest
PostHog
Snapchat
Supabase
Vercel
Zapier
Asana
Datadog
Facebook
GitLab
Google Analytics
Help Scout
Asana
Datadog
Facebook
GitLab
Google Analytics
Help Scout
Instagram
Linear
Mixpanel
Pinterest
PostHog
Snapchat
Supabase
Vercel
Zapier
Asana
Datadog
Facebook
GitLab
Google Analytics
Help Scout
Instagram
Linear
Mixpanel
Pinterest
PostHog
Snapchat
Supabase
Vercel
Zapier
Asana
Datadog
Facebook
GitLab
Google Analytics
Help Scout
ClickUp
Discord
Figma
Gmail
Google Drive
Hotjar
Intercom
Make
Notion
Plausible
Reddit
Snowflake
TikTok
X
Zendesk
ClickUp
Discord
Figma
Gmail
Google Drive
Hotjar
Intercom
Make
Notion
Plausible
Reddit
Snowflake
TikTok
X
Zendesk
ClickUp
Discord
Figma
Gmail
Google Drive
Hotjar
ClickUp
Discord
Figma
Gmail
Google Drive
Hotjar
Intercom
Make
Notion
Plausible
Reddit
Snowflake
TikTok
X
Zendesk
ClickUp
Discord
Figma
Gmail
Google Drive
Hotjar
Intercom
Make
Notion
Plausible
Reddit
Snowflake
TikTok
X
Zendesk
ClickUp
Discord
Figma
Gmail
Google Drive
Hotjar

This is just a preview - Upchat connects to 3,000+ tools

Early access · April 2026 cohort

Launch your sales agent before everyone else.

Upchat is in early access. We’re opening spots gradually for the first users - prioritizing revenue teams that need pipeline motion without the headcount wait.

No commitment - priority access at launch.