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Top Categories

Getting Started

Welcome to Upscale! Set up your account and let's get going!

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Prospects and Accounts

Manage prospects, accounts and explore potential use cases.

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Opportunity

Manage opportunities and explore potential use cases

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Other Categories

Sequence

Define your sales process for outreach with the help of sequences.

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Emails

Create email templates, blueprints, clones, and more

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Outbox

Track your emails sent, scheduled, bounced, opened, and replied.

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WhatsApp

WhatsApp tasks can help you engage prospects on the go. Keep the conversations casual

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Tasks

Create, view, and manage tasks among your users

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Phones and Calls

Learn how to manage phones and calls on Upscale

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Billing

A guide into everything important in the billing settings.

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User Settings

Learn how to configure your personal and organisation settings

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Rulesets and Schedules

Set rules and schedules for different prospects & users

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Triggers

Automate your sales process with timely Triggers

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Integrations

Integrate your existing applications to Upscale

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Reports & Insights

Access reports and actionable insights on prospects, workflows, activities, and more.

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Features

Explore all the latest features on Upscale.

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