Uplatz RevenueGrid CRM

Platform overview

Manage leads, accounts, outreach, pipeline, proposal support, follow-ups and revenue forecasting with AI-assisted workflows.

Commercial proposition

Clients can subscribe to a Uplatz platform where available, configure it for their organisation, or commission Uplatz to build a custom platform with similar capabilities around their own workflows, data, integrations and compliance requirements.

Core capabilities

Lead managementCapture and organise leads from multiple channels.

Contact and account recordsManage companies, people, history and context.

AI lead scoringRank prospects by fit, intent and opportunity.

Sales pipelineTrack deals, stages and next actions.

Follow-up automationPrompt sales teams with next-best actions.

Email assistantDraft personalised outreach and replies.

Proposal supportGenerate proposals, pitch material and summaries.

Meeting notesSummarise calls and next steps.

Revenue forecastingPredict likely outcomes and pipeline value.

Account intelligenceResearch target companies and buying signals.

Example use cases

B2B lead management for service firms

AI-assisted sales follow-up

Proposal and pitch generation

Sales pipeline forecasting

Customer segmentation and account planning

Lead research and outreach workflows

Platform overview

Core capabilities

Example use cases

Works well with

Uplatz AIForge

Uplatz WatchTower

Uplatz GovernIQ