The product
Everything around the call, handled.
Your team calls. Uptick handles the rest. You approve before anything goes out.
Calling
From one call list, with the file open. Live coaching: an AI coach listens in and gives advice during the call.
Notes and quotes
The note and the quote email are ready the moment the call ends.
Appointments and follow up
The appointment lands in the right calendar. Follow up runs by itself and stops at a reply.
Your approval
No quote, confirmation or message goes to a customer before someone on your team has read it and given the okay.
Feedback
After every call your rep gets feedback from the coach: what worked and what could be better, right at the moment in the call.
The live AI coach
Listens in.
During every call, visible to your rep only.
Gives live advice.
The next question, the answer to an objection, the solution that fits.
Learns from every call.
What worked in earlier calls is in today's advice.
Feedback after the call
Every rep gets feedback.
Per call and per moment, not in general.
Listen back where it could be better.
Right at the point in the call where it happened.
Apply it right away.
In the next call, as soon as possible.
Integrations
Works with what you already use.
Your calendar and WhatsApp are connected. Your CRM, ERP and phone system we connect on request, through their API.
Connected
- Google Calendar
- Outlook
CRM and quotes, on request
- HubSpot
- Salesforce
- Pipedrive
- Zoho CRM
- Dynamics 365
- Teamleader
- Salesdock
ERP, on request
- Exact
- AFAS
- SAP
- Odoo
Mail and calendar, on request
- Gmail
- Calendly
Calls and messages, on request
- Aircall
- Twilio
- RingCentral
- Zoom
- 3CX
- Voys
Which link you need, we discuss in the call.
Questions about the product.
Uptick listens in on the call and writes the summary with the outcome and the next step. Your rep reads it back.
The customer hears at the start of the call that it is processed, as the GDPR requires. The coach itself is seen only by your rep. Without that notice nothing is recorded or processed.
As fast as possible after it comes in, via WhatsApp, phone or email. Which channels and in which order, you decide.
Then nothing happens. The coach advises, your rep decides. After the call the feedback shows what worked.
Uptick drafts the quote email, the confirmation and the follow up. Sending happens only after someone on your team gives the okay.
No. The coach follows the call: the next question and the answer to an objection fit what was just said.
Yes. What worked in earlier calls is in the advice of today. The feedback is per call and per moment, not in general.
Yes, right at the point in the call where it happened. That way your rep applies it in the next call right away.
It stays yours and sits in your file. What we process and how, we lay down in the data processing agreement.
Want to see what it does for your team?
Book a callOr send one call recording: you get the note and the feedback of the coach back.