How It Works
Six steps from ideal customer profile to closed revenue — fully connected in one platform.
Define Your ICP
Set your ideal customer profile — industry, company size, geography, and tech stack — so every lead is scored against what actually converts.
Import & Enrich Leads
Upload CSV files or sync from HubSpot. AI enrichment fills in firmographics and intent signals automatically.
Launch AI Sequences
Build multi-step email and LinkedIn outreach with smart delays. Activate sequences and let the platform handle timing.
Handle Replies Intelligently
When prospects respond, AI classifies intent, drafts follow-ups, and keeps conversations moving toward a meeting.
Manage Deals & CRM
Track pipeline stages, review AI-generated CRM proposals, and keep your HubSpot data clean without manual entry.
Forecast & Optimize
See conversion analytics, pipeline health, and revenue forecasts — then refine ICP and sequences based on real data.
Why Choose Us
Uplatz SalesAgent AI is built for revenue teams that want speed, compliance, and intelligence — not another point tool.
AI That Sells With You
From lead scoring to reply drafting, AI handles repetitive work so reps focus on high-value conversations.
Built-In Compliance
Outreach guardrails, opt-out handling, and send-time rules keep every sequence within policy.
Precision Lead Scoring
Fit and intent scores rank every lead A/B/C so your team always works the highest-potential accounts first.
End-to-End Automation
One platform from ICP to forecast — no juggling spreadsheets, inboxes, and disconnected CRM tools.
Multi-Tenant Workspaces
Separate teams, data, and settings per workspace with secure JWT auth and role-ready architecture.
Revenue Intelligence
Live analytics on sequence performance, deal velocity, and pipeline coverage in one dashboard.
What You Get
The outcome of using Uplatz SalesAgent AI — measurable impact across your entire sales motion.
3×
Higher reply rates
Personalized, timed sequences outperform generic bulk outreach.
40%
Shorter sales cycles
Automated follow-ups and deal intel keep momentum from first touch to close.
90%
Cleaner CRM data
AI-proposed HubSpot updates reduce manual data entry and stale records.
Real-time
Accurate forecasts
Pipeline analytics and deal scoring give leadership confidence in projections.
Choose the plan that fits your growth
Scale your sales outreach with intelligent AI automation. No hidden fees.
Basic
For individuals trying out the platform
What's Included:
- 100 Lead Enrichments / mo
- 1 Active ICP Profile
- CSV Lead Import & Export
- 1 Active AI Outreach Sequence
- Product Library (up to 5 products)
- Standard Lead Fit Scoring (A/B/C)
- Standard Support
Pro
For professionals who need more power
What's Included:
- 2,500 Lead Enrichments / mo
- Unlimited ICP Profiles & Product Library
- Unlimited Active Outreach Sequences
- Meetings & Calendar Scheduling
- Deal Stages Kanban Board
- AI-Generated CRM Proposals
- 2-Way HubSpot CRM Sync
- Revenue Forecasting & Analytics
- Priority Support
Frequently Asked Questions
Everything you need to know about Uplatz SalesAgent AI features & plans.
What features are included in the Free Basic plan?
The Basic plan includes 100 lead enrichments per month, 1 active ICP profile, 1 active sequence, product library access, and CSV lead import & export.
How does HubSpot CRM sync work in the Pro plan?
The Pro plan enables 2-way HubSpot sync, allowing you to generate AI CRM proposals and push updated lead and deal statuses directly to HubSpot.
Can I upgrade or change plans anytime?
Yes, you can upgrade your plan at any time directly from your workspace settings.
Is there a limit on how many deals or meetings I can manage on Pro?
No! Pro includes unlimited deals on your Kanban board, meeting bookings, and AI outreach sequences.
