AI for Upsales that knows the rest of your business
Upsales holds your pipeline and your customers. Liaison connects to it with access you grant and reads every deal, contact and activity, keeps one record per customer across the CRM, the books and the inbox, and works the follow-ups your team does not get to.
Because it reads Upsales together with your inbox, your books and your outreach, an answer about your pipeline and your customers comes with the rest of the picture. You keep Upsales; nothing is replaced or re-entered.
What Liaison does with Upsales
- Answers new inquiries from your account in your voice and books the call.
- Drafts the follow-up for every stalled deal and logs it back to the record.
- Keeps the CRM honest: closes the gaps between what is in the CRM and what is in the books.
- Wins back customers who quietly stopped buying, with a short sequence in your voice.
Questions it answers across Upsales and your other tools
- “Which deals went quiet for two weeks, and what did we promise them last?”
- “Who are our best customers by what they actually paid, not by deal size?”
- “Which new inquiries this week have not had a reply yet?”
- “What is in the pipeline for this quarter, and how much of it has a next step?”
What it reads in Upsales
20 kinds of Upsales data Liaison can read on its own, every time it answers a question or does a job.
- Get Activity
- Get Activity ListRetrieves a list of activities from Upsales
- Get Appointment ListRetrieves a list of appointments from Upsales
- Get Company
- Get Company ListRetrieves a list of companies (accounts) from Upsales
- Get Contact
- Get Contact ListRetrieves a list of contacts from Upsales
- Get NPS
- Get NPS ListRetrieves a list of NPS records from Upsales
- Get OpportunityRetrieves a specific opportunity from Upsales
- Get Opportunity ListRetrieves a list of opportunities from Upsales
- Get Order
- Get Order ListRetrieves a list of orders from Upsales
- Get Phone Call ListRetrieves a list of phone calls from Upsales
- Get ProductRetrieves a product from Upsales
- Get Product ListRetrieves a list of products from Upsales
- Get Stage
- Get Stage ListRetrieves a list of order stages from Upsales
- Get User
- Get User ListRetrieves a list of users from Upsales
What it can do in Upsales
15 actions Liaison can take in Upsales. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Create AppointmentCreates a new appointment in Upsales
- Create CompanyCreates a new company (account) in Upsales
- Create ContactCreates a new contact in Upsales
- Create OpportunityCreates a new opportunity in Upsales
- Create OrderCreates a new order in Upsales
- Create StageCreates a new order stage in Upsales
- Create UserCreates a new user in Upsales
- Deactivate User
- Update AppointmentUpdates an existing appointment in Upsales
- Update CompanyUpdates an existing company (account) in Upsales
- Update ContactUpdates an existing contact in Upsales
- Update OpportunityUpdates an existing opportunity in Upsales
- Update OrderUpdates an existing order in Upsales
- Update StageUpdates an existing order stage in Upsales
- Upload DocumentUploads a document to Upsales
Works alongside Upsales
The tools Liaison most often reads together with Upsales.
Liaison in Upsales, set up with you, for $629 a month.
- Connects to Upsales with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Upsales with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Upsales?
No. You keep Upsales exactly as it is. Liaison connects to it, reads it together with your inbox, your books and your outreach, and does the work in it the way a person on your team would.
How does Liaison connect to Upsales?
With access you grant from your own Upsales account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Upsales without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.