Close more deals withan AI assistant built in.
Upstream keeps your pipeline, contacts and follow-ups in one clean place. Upstream AI works inside it: ask which deals are going cold or what closes this week, or tell it to log a call and move a deal. It drafts, you approve.
- Free 14-day trial
- No credit card required
- Upstream AI included
Website revamp
Northwind
Onboarding kit
Adatum
Support plan
Litware
Data migration
Proseware
Annual licence
Tailspin
Store fit-out
Wingtip
Training days
Humongous
Retail CRM
Fabrikam
Field app
Coho
Warehouse scan
Lucerne
Head office
Alpine Ski
Warehouse scan
Lucerne
Head office
Alpine Ski
- 0/5G2 Reviews
- 0/5Capterra
- 0/5GetApp
- 0+Happy teams
- 0+Countries
Things teams ask Upstream AI
Features
Everything you need to sell more
Powerful features that help you manage leads, track deals and grow revenue. And an assistant you can ask about any of them.
Upstream AI, built into every screen
Ask it anything about your deals, contacts, activities and collections and it answers with the real figures. Ask it to make a change and it drafts the change for you to approve. Type it or say it.
- Answers in seconds, as tables, charts and figures
- Logs calls, adds leads and moves deals, with your approval
- Sees only what your role can see
Which of my deals are going cold?Three deals, 7+ days quiet:
₹9.6L12dFleet rollout
Contoso
₹1.8L9dAnnual licence
Tailspin
₹1.2L8dStore fit-out
Litware
Visual sales pipeline
See all your deals in a clean Kanban view. Drag and drop to move deals through stages. Customise stages to match your sales process.
Ask Upstream AI: “Which deals are stuck in Proposal?”Contact management
Keep every contact organised in one place. Track communication history, add notes, and never lose touch with a prospect.
Ask Upstream AI: “Who have I not spoken to in 30 days?”Activity tracking
Log calls, emails, meetings and tasks. Set reminders so you never miss a follow-up. See your team’s activity at a glance.
Ask Upstream AI: “What is on my plate today?”Reports and analytics
Track win rates, deal velocity and revenue. Spot bottlenecks in your pipeline. Make decisions on real numbers.
Ask Upstream AI: “What did we close last quarter?”Smart notifications
Get alerts when deals go stale. A daily digest of overdue activities. Never let an opportunity slip through the cracks.
Ask Upstream AI: “Which deals went quiet this week?”Company tracking
Organise deals by company. Track company details, size and industry. See every contact and deal for each account.
Ask Upstream AI: “Show me everything on Acme.”Custom fields and labels
Add custom fields to capture the data you need. Use labels to categorise and filter deals. Make Upstream work for you.
Ask Upstream AI: “Enterprise deals over ₹5L?”Team collaboration
Work together on deals. @mention teammates in notes. Role-based permissions keep everyone on the same page.
Ask Upstream AI: “Who owns the most open deals?”Collections
See what is pending, overdue and collected on every won deal. Record payments as they land and chase what is late.
Ask Upstream AI: “How much is overdue to collect?”Mobile access
Your pipeline on any device. Install it like an app in two taps. Sell from anywhere, and talk to the assistant on the move.
Ask Upstream AI: “Log a call with Priya, demo booked.”
Why Upstream
Why sales teams choose Upstream
Built for teams who want results, not complexity.
Set up in minutes
No complex onboarding. No consultants needed. Import your data and start selling in under 5 minutes.
Paste a list of leads and Upstream AI turns them into deals.
Easy to use, easy to love
Your team will actually use it. Clean interface, intuitive design, and no training required.
Stuck? Ask Upstream AI how to do it, in plain words.
See results fast
Teams report closing more deals within the first month. A visual pipeline means nothing gets missed.
Every morning, ask Upstream AI what needs attention today.
Pipeline management
Never lose track of a deal again
Your visual pipeline shows exactly where every deal stands. Drag and drop deals between stages, see values at a glance, and know exactly what to focus on next.
- Customisable pipeline stages
- Deal rotting alerts for stale opportunities
- Time-in-stage tracking
- Expected close dates and probability
Upstream AI
Three deals have sat in Proposal for 10+ days. Fleet rollout is the biggest at ₹9.6L.
Activity tracking
Stay on top of every follow‑up
Log calls, emails and meetings. Set reminders and due dates. Get a daily digest of what needs your attention. Never miss an important follow-up.
- Schedule activities with reminders
- Daily email digest of tasks
- Log a call by talking to the assistant
- @mention teammates in notes
Call with John at Acme
10:00 AM
Send proposal to TechCorp
2:00 PM
Demo with Sarah
4:00 PM
Upstream AI
Done drafting. A call on Northwind with a follow-up on Thursday at 11. Tap Apply to save it.
Insights and reports
Know what's working and what's not
Real-time dashboards show you the metrics that matter. Track team performance, spot trends and make smarter decisions based on data.
- Win rate and conversion tracking
- Revenue forecasting
- Deal velocity metrics
- Team leaderboards
Upstream AI
Win rate is up 5 points this quarter and the sales cycle is 3 days shorter. Priya closed the most.
Upstream AI
Ask your pipeline a question. Get a straight answer.
Upstream AI lives inside every screen. Type or say what you want to know and it looks through your deals, contacts and activities and tells you, with the figures to back it up. If you ask it to change something, it shows you the change first.
Plain questions, real answers
Ask what is slipping this month or who has not been called in two weeks. It reads your pipeline and replies in a few seconds.
Numbers, not paragraphs
Answers come back as a table, a chart or three big figures, with a link to the screen behind them.
You stay in charge
Logging a call, adding a lead, moving a deal: it writes the change on a card and waits for you to tap Apply.
Talk to it on the move
Tap the mic after a meeting. It types up what you said so you can check it and send.
Upstream AI
Your CRM assistant
- What should close this week?
- Hot deals in Negotiation
- Who owes us past the due date?
How it works
- 1
Ask
Type or say it, in any language.
- 2
It reads your CRM
Deals, contacts, activities, collections. Only what your role can see.
- 3
You approve
Answers arrive as figures. Changes arrive as a card you tap Apply on.
Mobile access
Sell from anywhere. Just say it.
Your pipeline on any device. Install it like an app in two taps. After a meeting, tap the mic and tell Upstream AI what happened. It writes it up for you to check and save.
- Install it from your browser in two taps, no app store
- Pipeline, deals and contacts built for a thumb
- Talk to Upstream AI in any language, it saves in English
- iPhone and Android
Website revamp
Northwind
Onboarding kit
Adatum
Support plan
Litware
“Met Asha at Northwind, budget approved, send the revised quote Thursday”
Customers
Loved by sales teams everywhere
See what our customers have to say.
“We switched from Salesforce and never looked back. Upstream is exactly what a sales CRM should be: simple, visual and effective.”
“Our sales cycle dropped by 20% after switching to Upstream. Asking Upstream AI “what is slipping” every morning has replaced our pipeline meeting.”
“Finally, a CRM my team actually uses. The interface is clean and it takes seconds to update deals. Highly recommend.”
FAQ
Frequently asked questions
Everything you need to know about Upstream and its assistant.
Upstream is a visual sales CRM that helps sales teams manage their pipeline, track deals and close more business. It has a Kanban-style pipeline, activity tracking, team collaboration, analytics and a built-in assistant, Upstream AI.
Ready to close more deals?
Join thousands of sales teams using Upstream to run their pipeline, and ask Upstream AI what to do next. Start your free trial today.
Free 14-day trial. No credit card required. Cancel anytime.