Upsense - Sales OS

Upsense Teknoloji

About this app

Upsense is the mobile app for teams that run their sales and customer conversations on the Upsense Sales OS. Your inbox, calls, contacts, deals, calendar and approvals come with you, so follow-up never waits until you are back at a desk.

Upsense is for existing Upsense workspaces. Sign in with your workspace account; there is no self-serve sign-up in the app.

ONE INBOX
• WhatsApp, Instagram, Facebook Messenger, Telegram, TikTok and email conversations in a single list
• Reply with text, photos, videos, voice messages, documents and your location
• Filter by unread, mine and flagged; assign conversations to teammates or claim the next unassigned contact
• Quick replies and approved WhatsApp templates, including after the 24-hour window
• Translate a chat, and auto-translate your replies into the customer's language
• Sensai AI: suggested replies, conversation summaries and answers to your questions about a conversation
• Star messages, flag conversations and act on several conversations at once

CALLS
• Phone calls and WhatsApp calls, answered in the app
• Incoming calls ring like a regular phone call, even when the app is closed
• Mute, speaker and hold during a call
• Call history with recordings and notes for phone calls, and one-tap call back
• Switch ringing off when you are not taking calls; they go to your colleagues instead

CRM
• Contacts with their channels, custom fields, linked deals and activities
• Deals by pipeline and stage: move stages, mark won or lost, add notes and products
• Products and a pipeline overview
• Create a contact or a deal straight from a conversation

CALENDAR
• Overdue, today and upcoming activities, in day or agenda view
• Create activities with a reminder and link them to a contact or a deal
• Mark activities done as you go

APPROVALS
• Approve, reject or request a revision on requests sent by your workspace automations
• Open the document or form response attached to a request
• See who asked, who has already answered, and the deadline

ALSO IN THE APP
• Campaigns: create, launch and track bulk campaigns, with delivery and button-click results
• Quick replies: build and organise your team's saved messages
• Notifications: assignments, approvals, follow-ups, missed calls, support tickets and automations, delivered as push notifications
• Support tickets to reach the Upsense team
• Workspace settings: profile, members, roles, teams, shifts, contact sources, mailbox policy, billing and the activity log
• English, Turkish, German and Spanish; light and dark themes
• Two-step verification for workspaces that require it

PERMISSIONS
The microphone is used for calls and voice messages. The camera and photo library are used to send photos and videos in chats and to save media you receive. Location is used only when you choose to share it in a chat. Upsense does not read the contacts on your phone.

What’s new

• Stages wear their own colours; deals show their stage's fields in the list
• Fields follow your CRM card's order, and CRM dates read as written
• Activities are closed by completing them
• Merge history on the contact page
• Voice notes play with the iPhone on silent
• Opening the app from a notification no longer sticks on loading
• Screens and buttons follow your role's permissions
• Inbox, approval and follow-up improvements, and fixes