Upscale is a multi-channel sales engagement platform that enables B2B sales teams to automate and personalize outreach across email, phone, LinkedIn, SMS, and WhatsApp. It combines sequence automation with an AI-powered insights layer to help sales teams identify their best-performing outreach strategies.
Product Overview
Upscale's platform provides SDRs and AEs with a unified outreach inbox, a power dialer, and multi-step sequence builder that coordinates touches across channels. Its analytics layer surfaces which sequences, messages, and channels are driving the most meetings booked — helping sales leaders optimize their outbound playbooks based on data.
Key Features
- Multi-Channel Sequences: Automates outreach across email, phone, LinkedIn, SMS, and WhatsApp in coordinated sequences.
- Power Dialer: Auto-dialer with local presence, voicemail drop, and call recording for outbound calling.
- Unified Outreach Inbox: All channel replies consolidated into a single inbox so reps never miss a response.
- AI Performance Insights: Identifies which sequences, messages, and channels correlate with meetings booked and deals won.
- CRM Sync: Bi-directional sync with Salesforce and HubSpot for seamless data flow between outreach and pipeline.
Best For
Mid-market B2B sales teams running multi-channel outbound programs who want data-driven insights on which outreach tactics are driving results.
Pricing
Contact Upscale for current pricing — plans are based on user seats and features.
Key Integrations
Salesforce, HubSpot, LinkedIn Sales Navigator, Slack, Zapier, Google Workspace
Pros
- AI performance insights connect outreach tactics to pipeline outcomes
- Multi-channel coverage including WhatsApp for global sales teams
- Unified inbox prevents missed responses across channels
Cons
- Smaller community and ecosystem compared to Outreach and Salesloft
- Advanced analytics features require higher-tier plans
RevOps Jobs-to-Be-Done
- Multichannel Sales Cadences for SMB Teams — Build outbound cadences combining email, call, LinkedIn, and SMS in a unified sequence builder, ensuring each prospect receives consistent multi-touch outreach. KPI: 40% increase in pipeline generated vs. email-only outreach
- Call + Email Unified SDR Workflow — SDRs manage their entire outreach day from one interface — dialing directly from the cadence task queue and logging call outcomes without switching between separate calling and email tools. KPI: SDR activity time increases by 30% by eliminating tool-switching overhead
- Sales Performance Reporting for Managers — Track team-wide cadence performance with per-rep metrics on emails sent, calls made, connect rates, and meetings booked — giving managers data to coach and iterate on messaging. KPI: Managers identify and fix underperforming sequences within 48 hours
How It Fits Your Stack
Primary system of record: Salesforce or HubSpot — Upscale has native bidirectional sync
Key integrations: Salesforce, HubSpot, LinkedIn, Zapier, Calendly
Data flows: CRM leads → Upscale cadences → call logs, email replies, and meeting bookings synced back to CRM records
Security & Compliance
- SSO / SAML: Google SSO
- RBAC / permissions: Yes
- Audit logs: No
- Certifications: SOC 2 Type II
- Data residency: US
Implementation & Ownership
- Time to first value: 3–5 days — CRM integration, phone provisioning, cadence setup
- Implementation complexity: Medium
- Typical owners: Sales Development Manager, RevOps, SDR Team Lead
Pricing is competitive vs. Outreach/Salesloft for mid-market teams; built-in dialer reduces need for a separate calling tool
Proof & Buyer Signals
Ratings: G2: 4.5/5 (150+ reviews); Capterra: 4.4/5 (80+ reviews)
What buyers praise:
- Good multichannel in one platform
- Responsive customer success
- Strong value for cost
Common complaints:
- Smaller feature set vs. Outreach for enterprise
- Reporting less advanced
- Integrations still maturing
Often Compared With
- Outreach — Outreach is enterprise-grade with deeper analytics; Upscale offers comparable core features at significantly lower cost for growing teams
- Klenty — Both are mid-market sales engagement platforms; Klenty has stronger Salesforce integration; Upscale has a slightly better built-in dialer
- Reply.io — Reply.io has stronger AI email generation; Upscale is more focused on multichannel cadence execution with built-in calling
