Automate core business operations such as client communication, document generation, scheduling, CRM management, and data handling. Upgrade Business AI Agents handle the busywork behind the scenes, reducing overhead and keeping your team focused on growth, clients, and revenue. Save tens of thousands each year while your business runs smarter, faster, and more efficiently.
Get startedMost businesses lose countless hours to repetitive admin work, chasing invoices, and
manual follow-ups that drain valuable time and profit.
Upgrade Business AI Agents eliminate these bottlenecks by automating the workflows that slow your
operation. From client nurturing and review management to CRM leadership and intelligent data automation,
these agents free your team to focus on what matters most — your clients and business growth.
By streamlining everyday processes, you save money, improve accuracy, and build a business that operates
smoother, faster, and with greater consistency.
Upgrade Business AI Agents are intelligent automations that
manage the administrative and operational side of your business. They integrate directly with your CRMs,
calendars, communication tools, and data systems to execute workflows with speed and reliability.
• Upgrade Agents deliver focused, high-impact automation
for small and mid-sized teams. These include the Nurture Agent, Reputation Agent, Document
Agent, and Meeting Agent — each designed to improve client engagement, follow-up, and
documentation without extra labor.
• Upgrade Senior Agents handle advanced automation, data
intelligence, and organizational leadership tasks. These include the CRM Agent, Data Agent, and
Reception Agent, which manage complex systems, enforce accountability, and maintain clean,
accurate information across your entire business.
Each agent adds a new layer of intelligence and structure to your operations — helping you reduce
costs, prevent human error, and keep your team focused on what drives real growth.
No matter your industry, the goal is the same — less busywork, more focus on what
actually drives your business forward.
Upgrade Business AI Agents help any organization streamline repetitive workflows, data entry,
communication, and customer service operations across industries such as:
✅ Professional services (law firms, consultants, agencies)
✅ Medical, dental, and wellness practices
✅ Real estate, construction, and home services
✅ Trades — plumbing, HVAC, electrical, and contracting companies
✅ Manufacturing, distribution, and logistics
✅ Automotive, marine, and repair shops
✅ Retail, eCommerce, and franchise operations
✅ Education, training, and nonprofit organizations
1. Pick the agents you want.
2. We connect them to your existing tools and workflows.
3. Your operations run smoother and faster — with consistent, measurable results and no manual grind.
Upgrade Business Agents handle the everyday work that slows teams down, from follow-ups and documents to meetings and reception. Each agent plugs into your existing tools and runs on its own, so you save time, reduce errors, and keep clients moving forward. Start with one and add more as you grow.
| Automation | What it does | Setup | Monthly | More info |
|---|---|---|---|---|
| Upgrade Nurture Agent | Keep your leads and clients engaged automatically through personalized, timed voice calls, emails and text sequences. The Upgrade Nurture Agent welcomes new leads, follows up with prospects, and re-engages inactive clients ensuring your brand stays top of mind without manual effort. It works quietly in the background to build stronger relationships and drive consistent repeat business. | Starting at $1000 | Starting at $150 | More info |
| Upgrade Reputation Agent | Build and protect your online reputation through a persistent, multi-step review campaign that runs automatically after every job or transaction. The Upgrade Reputation Agent politely follows up with customers over several days or weeks, routing happy clients to public review sites while capturing negative feedback privately. It keeps your brand visible, trusted, and consistently earning 5-star reviews without manual effort. | Starting at $750 | Starting at $199 | More info |
| Upgrade Document Agent | Turn quotes and proposals into professional, branded documents automatically — complete with delivery, tracking, and e-signature through Better Proposals. The Upgrade Document Agent pulls client details from your website or CRM to instantly create and send polished PDFs, then notifies you when they’re viewed or signed. You respond faster, stay consistent, and close deals without spending hours formatting or following up manually. | Starting at $1,000 | Starting at $149 | More info |
| Upgrade Reputation Agent | Build and protect your online reputation through a persistent, multi-step review campaign that runs automatically after every job or transaction. The Upgrade Reputation Agent politely follows up with customers over several days or weeks, routing happy clients to public review sites while capturing negative feedback privately. It keeps your brand visible, trusted, and consistently earning 5-star reviews without manual effort. | Starting at $750 | Starting at $199 | More info |
| Upgrade Meeting Agent | Turn every meeting into organized, actionable outcomes without lifting a finger. The Upgrade Meeting Agent connects to Zoom, Teams, or Google Meet, automatically transcribes discussions, summarizes key points, and creates action items in your project tools like ClickUp, Asana, or Slack. Each meeting ends with a clear summary, assigned tasks, and full accountability — so your team can stay focused on decisions, not note-taking. | Standard - $1000 (1 Integration) Professional - $1500 (2 Integrations) Enterprise - $2000 (3 Integrations) |
Standard: $199 per month. Professional: $249 per month. Enterprise: $299 per month. |
More info |
| Upgrade Receptionist Agent | Never miss another call, text, or client opportunity again. The Upgrade Reception Agent acts as your intelligent 24/7 receptionist, answering voice and text inquiries naturally, booking appointments directly into your calendar, and sending automated confirmations or reminders. It delivers a professional, always-available first impression for your business while freeing your team from constant interruptions and scheduling tasks. | Starting at $2,000 | Starting at $399/mo | More info |
Upgrade Senior Agents add deeper integrations, accountability, and scale for teams that need more than basic automation. They sync data across systems, enforce follow-through, provide analytics, and act like digital leaders inside your operations. Choose Senior when you want enterprise-grade reliability without enterprise complexity.
| Automation | What it does | Setup | Monthly | More info |
|---|---|---|---|---|
| Upgrade Nurture Senior Agent | The Upgrade Nurture Senior Agent uses AI to personalize tone, timing, and content across multiple voice calls, emails and text campaigns, adjusting automatically to each person’s actions. It runs welcome, nurture, upsell, and re-engagement sequences in parallel, learns from performance, and syncs results with your CRM—giving your business one-to-one precision at scale. | Starting at $2,500 | Starting at $300 | More info |
| Upgrade Document Senior Agent | Automate your entire proposal and contract lifecycle from creation to signature and CRM sync. The Upgrade Document Senior Agent generates media-rich proposals and legally binding contracts using your client data, tracks engagement and e-signatures in real time, and triggers onboarding or billing workflows automatically once signed. It delivers an end-to-end, intelligent document system that saves time, eliminates errors, and keeps your pipeline moving forward. | Starting at $2,500 each (Bundle 2 $4,000) | Starting at $350 (Bundle 2 $450) | More info |
| Upgrade Data Senior Agent | Eliminate manual data entry and keep your systems perfectly in sync with intelligent automation. The Upgrade Data Agent (Senior) captures, cleans, and uploads information from forms, emails, and PDFs directly into your CRM or databases standardizing every record automatically. It saves hours of repetitive work, reduces costly errors, and ensures your data is always accurate, current, and ready for action. | Starting at $1,000 | Starting at $199 | More info |
| Upgrade CRM Senior Agent | Transform your CRM from a passive database into an intelligent system that drives action. The Upgrade CRM Senior Agent automatically syncs data from every lead source, assigns owners, triggers follow-ups, and sends reminders to keep your team accountable. Acting as the leader inside your CRM, it enforces consistency, eliminates manual updates, and ensures every opportunity moves forward without slipping through the cracks. | $1,500-$3,000 | Starting at $299 | More info |
| Upgrade Reception Senior Agent | Give your business a fully intelligent front-office system that handles calls, texts, chat, and WhatsApp seamlessly. The Upgrade Reception Senior Agent features a custom-trained AI voice that understands context, routes calls intelligently, and syncs with your CRM and calendars in real time. It provides analytics, sentiment insights, and branded multi-channel coverage that scales with your business — a true enterprise-grade digital receptionist that never takes a day off. | AI Text Receptionist – From $3500 Voice AI Voice Receptionist – From $4,500 | AI Text Receptionist – From $599 AI Voice Receptionist – From $799 | More info |
Your business thrives on relationships, but staying in touch takes time. The Upgrade Nurture Agent keeps your brand visible with automated email and SMS sequences that engage new leads, upsell current clients, and re-activate old ones. It works quietly in the background, ensuring every contact receives the right message at the right time.
✅ Welcomes new leads automatically with branded multi-step sequences
✅ Nurtures prospects into paying clients through scheduled touchpoints
✅ Upsells or cross-sells current customers with targeted offers
✅ Re-engages past clients with promotions or check-ins
✅ Integrates with your CRM, website, or booking system
✅ Provides monthly engagement and performance reports
| Service | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Upgrade Nurture Agent | $1,000 | $125–$199/mo | Setup, automation, monitoring, one monthly campaign send, and reporting |
| Additional one-time sequences | $500–$750 | - | Add additional automated flows as needed |
*Subscription covers:
• Hosting of automation workflows
• Ongoing monitoring and troubleshooting
• One campaign send per month (client provides content)
• Monthly performance reporting
Running consistent follow-ups manually takes significant time. A staff member earning $25 per hour spends around 25 minutes per new lead sending emails, forwarding replies, updating CRM records, and scheduling future messages. At 100 leads per month, that equals about 42 hours of work, or roughly $1,050 per month in labor.
✅ Each lead automatically receives a branded, timed sequence
✅ CRM updates and engagement tracking happen automatically
✅ Operates continuously with no missed opportunities
Automation cost: $125–$199 per month
Monthly savings: approximately $850–$925
Annual savings: $10,000–$11,000+
The Upgrade Nurture Agent keeps your communication steady, your brand consistent, and your leads engaged without additional staff or manual effort.
Your reputation is everything. Asking for reviews manually is inconsistent, and one
negative comment can damage your brand and reputation. The Upgrade Reputation Agent ensures your business
collects more 5-star reviews, captures negative feedback privately, and maintains a positive public image.
This agent runs a multi-step, persistent review campaign that sends polite, branded reminders by both
email and SMS until customers respond. Instead of one-and-done messages, it continues following up
automatically over several days and even weeks, ensuring every satisfied client has the opportunity to
share their experience publicly.
✅ Sends review requests automatically after jobs, invoices, or service events
✅ Uses a 4–5 step follow-up campaign with polite reminders to boost response rates
✅ Delivers branded, personalized messages through email and SMS
✅ Routes happy customers to Google, Yelp, or Facebook for public 5-star reviews
✅ Captures unhappy feedback privately before it goes public
✅ Improves local SEO and online trust through consistent positive reviews
✅ Includes ongoing monitoring and reporting for transparency and improvement<
| Service | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Upgrade Reputation Agent | $850 | Starting at $199/mo | Setup, review templates, automation, monitoring, and ongoing support |
Subscription covers:
• Secure automation workflow hosting
• Ongoing monitoring of review requests and response rates
• Template optimization for tone, message, and timing
• Monthly reporting and insights on review volume and sentiment
Manually requesting reviews means reaching out to every customer after each job or purchase. A staff member earning $25 per hour typically spends about 20 minutes per customer to identify timing, send messages, follow up, and track responses. At 100 customers per month, that adds up to roughly 33 hours, or $825 per month in labor. Inconsistent follow-up also leads to fewer reviews and missed opportunities.
✅ Sends multi-step review requests automatically by email and SMS
✅ Routes positive feedback to public platforms and negative feedback privately
✅ Logs responses and updates your CRM automatically
Automation cost: $199 per month
Monthly savings: approximately $675
Annual savings: more then $8,000
The Upgrade Reputation Agent helps you protect and grow your online reputation automatically. Through persistent, professional follow-ups, it ensures satisfied clients share their experience while negative feedback stays private. You gain consistent 5-star reviews, improved visibility, and stronger customer loyalty without adding any extra workload to your team.
Stop wasting hours drafting quotes, formatting proposals, and chasing follow-ups. The Upgrade Document Agent turns client details from your website or CRM into branded, professional documents within seconds. Respond faster, close deals sooner, and keep every document consistent and error-free.
✅ Instantly generates branded quotes or proposals from your intake form or CRM
✅ Sends polished PDFs to clients automatically with your logo and layout
✅ Includes digital signature and reminder automation for faster approvals
✅ Tracks delivery, opens, and signature status in real time
✅ Logs all documents in your CRM or shared folder for easy tracking
✅ Works 24/7 so you never miss another follow-up
| Package | Best For | What You Get | Setup Fee | Monthly Subscription |
|---|---|---|---|---|
| Quote Generator | Simple service businesses (cleaning, trades, freelancers) | Branded quotes with line items and totals. Instantly generated PDFs. | $500 | Starting at $149/mo |
| Proposal Generator | Solo professionals and small agencies | All Quote features plus formatted proposals with text and branded visuals. | $1,000 | Starting at $250/mo |
Subscription covers:
• Secure hosting of automation workflows
• Monthly monitoring and maintenance
• Branded PDF template setup
• Automated delivery and notification management
• Reporting and performance tracking
Creating proposals by hand takes time and focus. A staff member earning $25 per hour typically spends one hour per proposal to gather information, format layouts, send emails, and log results. At 50 proposals per month, that’s about 50 hours or $1,250 per month in labor. Errors, delays, and inconsistent formatting often slow down the process even further.
✅ Creates branded proposals instantly from form or CRM data
✅ Sends automatically with tracking and e-signature
✅ Logs every document consistently for reporting
Automation cost: $149 per month
Monthly savings: approximately $1,100
Annual savings: more then $13,000
Your time is better spent winning clients, not formatting PDFs. The Upgrade Document Agent delivers consistent, professional quotes and proposals automatically, helping you look polished, close deals faster, and eliminate manual work forever.
Turn your meetings into action.
The Upgrade Meeting Agent connects to Zoom, Teams, or Google Meet, transcribes discussions, summarizes key points, and creates assigned action items in your tools such as Slack, Asana, Trello, ClickUp, Jira, or Azure DevOps.
No more note-taking or manual task entry. Every meeting ends with an organized summary and a ready-to-execute action plan.
✅ Automatic recording import and transcription
✅ Clean, structured summaries delivered to your inbox or workspace
✅ Key takeaways with assigned action items for each participant
✅ Integrates with major project tools such as Slack, Asana, Trello, ClickUp, Jira, and Azure DevOps
✅ Operates continuously so nothing is missed
| Package | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Standard | $1,000 | $199/mo | One integration such as Zoom to ClickUp, summaries, action items, delivery |
| Professional | $1,500 | $249/mo | Two integrations such as Zoom to Jira plus Slack recap |
| Enterprise | $2,000+ | $299+/mo | Three or more integrations and multi-system automation such as Azure DevOps plus CRM plus Slack |
Subscription covers:
• Secure transcript storage and automated backups
• Automated summaries and task creation
• Ongoing system monitoring and light support
After-meeting work drains productivity. A team member earning $30 per hour typically spends about two hours per meeting to review notes, write summaries, identify tasks, enter them in tools, send follow-ups, and refocus.
At 20 meetings per month, that equals 40 hours or about $1,200 per month in labor. As meeting volume grows, those costs multiply while consistency drops.
✅ Records, transcribes, and summarizes each meeting automatically
✅ Extracts action items and pushes them to your project tools instantly
✅ Delivers clean summaries and decision logs to your inbox or workspace
✅ Eliminates manual note-taking and follow-up
Automation cost: $199–$299 per month
Monthly savings: approximately $900–$1,000
Annual savings: $11,000–$12,000+
Stay focused on the conversation while your AI assistant captures, summarizes, and executes your meetings. Every call ends with actionable notes, assigned tasks, and full accountability with no missed details and no extra admin work.
Never miss another call or lead again.
The Upgrade Reception Agent acts as your intelligent 24/7 receptionist for both phone and text. It understands natural speech, books appointments directly on your calendar, and sends automatic reminders or confirmations by text. Customers get quick, professional service day or night, while your team stays focused on higher-value work instead of answering phones or playing phone tag.
✅ Understands natural speech and caller intent
✅ Books appointments directly into your calendar in real time
✅ Sends automated text confirmations and reminders
✅ Handles FAQs and directions automatically
✅ Escalates important calls or messages to staff when needed
✅ Delivers consistent, professional communication around the clock
| Package | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Upgrade Reception Agent | $2,000 | $399/mo | Setup, AI voice configuration, integration, and ongoing support |
Subscription covers:
• AI model setup and voice tuning for your business tone
• Integration with one calendar and one CRM or contact tracker
• Secure hosting and uptime monitoring
• Text follow-up and reminder automation
• Basic call analytics and performance reporting
• Monthly review and optimization
Hiring a full-time receptionist costs far more than just their hourly wage. A receptionist earning $20 per hour typically spends 40 hours a month managing calls, scheduling, and sending reminders. With payroll taxes and downtime, that adds up to about $2,000 per month or $24,000 per year. Even part-time receptionists or call-answering services average $800–$1,200 monthly with limited coverage.
✅ Handles calls and texts 24/7 with zero missed inquiries
✅ Books directly into your calendar with real-time confirmation
✅ Sends reminders and updates automatically
Automation cost: $399 per month
Monthly savings: approximately $1600
Annual savings: $20,000+
Every business depends on timely communication. The Upgrade Reception Agent ensures every caller feels valued and every inquiry is handled instantly. You save money, improve responsiveness, and eliminate the risk of missed calls or lost clients — all while maintaining a polished, professional image.
The Upgrade Nurture Senior Agent uses artificial intelligence to create behavior-based messages that adjust tone, timing, and content automatically. It personalizes every interaction, producing the effect of one-to-one communication while your team focuses on growth.
✅ Generates AI-personalized content based on lead behavior and engagement
✅ Uses segmentation and scoring for precise targeting
✅ Runs multiple campaign types such as welcome, nurture, upsell, and re-engagement
✅ Syncs directly with your CRM for analytics and reporting
✅ Continuously learns and improves through testing and optimization
✅ Operates across both email and SMS channels for stronger engagement
| Service | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Upgrade Nurture Senior Agent | $2,500 | $349/mo | Setup, AI automation, multi-campaign management, and optimization |
Subscription covers:
• Hosting and management of AI workflows
• Monitoring and AI model updates
• Campaign optimization and analytics
• Monthly CRM reporting
Managing personalized campaigns manually requires content creation, segmentation, scheduling, and reporting. A marketing specialist earning $30 per hour spends about 45 minutes per client contact, totaling roughly 75 hours per month or $2,250 in labor.
✅ Adjusts tone and timing automatically for each contact
✅ Runs multiple campaigns simultaneously
✅ Tracks performance and syncs results to your CRM
✅ Frees your team to focus on strategy and client relationships
Automation cost: $349 per month
Monthly savings: approximately about $1,900
Annual savings: more than $22,000
The Upgrade Nurture Senior Agent helps your business communicate personally at scale—accurate, timely, and data-driven. It is ideal for growing organizations ready to elevate client engagement without expanding their marketing staff.
The Upgrade Document Senior Agent automates the entire client document process—from proposal creation to signed contract and CRM update. It generates professional, media-rich proposals and legally binding contracts using your CRM or website data, then manages tracking, follow-ups, and onboarding triggers automatically.
✅ Automatically generates proposals and contracts from CRM or intake data
✅ Inserts visuals, case studies, and clauses dynamically based on client type
✅ Includes full e-signature, countersignature, and live status tracking
✅ Triggers onboarding or billing workflows once documents are signed
✅ Syncs updates back to your CRM automatically
✅ Perfect for agencies, consultancies, and professional service firms managing multiple clients
| Package | Best For | What You Get | Setup Fee | Monthly Subscription* |
|---|---|---|---|---|
| Contract Generator | Legal and service-based businesses | Auto-generates contracts, NDAs, and waivers with dynamic clauses and e-signature. | Starting at $2,000 | Starting at $349/mo |
| Proposal Generator | Agencies and consultancies | Branded, media-rich proposals with visuals, conditional content, and CRM sync. | Starting at $2,500 | Starting at $499/mo |
| Proposal + Contract Bundle | Businesses seeking full client-lifecycle automation | Combines both flows from quote to signed contract and CRM update. | Starting at $3,500 | Starting at $699/mo |
Monthly includes:
• Secure hosting and monitoring
• CRM synchronization and e-signature tracking
• Conditional logic template maintenance
• Monthly optimization and analytics reports
• Priority support and performance insights
Preparing both proposals and contracts manually can take hours. A staff member earning $30 per hour may spend 3.5 hours per client managing proposals, contracts, follow-ups, and CRM updates. At 50 clients per month, that’s about 175 hours or $5,250 in labor each month. Even with all that effort, signatures are often delayed and data entry mistakes are common.
✅ Generates proposals and contracts instantly from CRM or form data
✅ Sends, tracks, and records e-signatures automatically
✅ Updates CRM and triggers onboarding in real time
Automation cost: $699 per month
Monthly savings: approximately $4,500
Annual savings: more than $54,000
The Upgrade Document Senior Agent gives you enterprise-level efficiency in a single automated system. Every proposal and contract is generated, delivered, signed, and synced automatically, keeping your sales pipeline clean and your team focused on closing more business.
Stop wasting hours on spreadsheets and manual data updates.
The Upgrade Data Agent (Senior) automates your entire data workflow, capturing, cleaning, and uploading information into your systems automatically. It ensures every record is accurate, complete, and synchronized across your tools without manual effort.
✅ Extracts structured and unstructured data from forms, PDFs, or emails automatically
✅ Cleans, formats, and standardizes data to prevent inconsistencies
✅ Uploads information to your CRM, database, or spreadsheets in real time
✅ Synchronizes records across multiple systems automatically
✅ Reduces costly errors while freeing your team to focus on meaningful work
✅ Scales easily as your data volume grows
| Package | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Upgrade Data Agent (Senior) | $1,000–$1,500 | $199–$299/mo | Setup, data logic design, mapping, integration, and ongoing monitoring |
Subscription covers:
• Secure automation engine and real-time sync
• Field mapping, data cleaning, and error handling
• Cloud database or CRM integration
• Ongoing monitoring, support, and logic maintenance
Data entry is one of the most time-consuming and repetitive tasks in any business. An admin staff member earning $20 per hour typically spends around 10 minutes per record to extract, input, and verify data.
At 500 records per month, that equals 83 hours or $1,660 per month in labor. As your business grows, so do the errors, delays, and costs.
✅ Extracts, cleans, and uploads data automatically
✅ Syncs across all connected systems in real time
✅ Virtually eliminates manual work and re-entry errors
Automation cost: $299 per month
Monthly savings: approximately $1,350
Annual savings: about $16,000–$17,000
Your business runs on data, but manual entry slows everything down. The Upgrade Data Agent (Senior) keeps your information clean, current, and consistent across every platform so your team can focus on customers, not cells in a spreadsheet.
Your CRM should be the single source of truth for your business, not a static database that collects dust. The Upgrade CRM Agent acts as the leader inside your CRM — guiding your team, enforcing accountability, and keeping every deal and follow-up on track. It updates itself, sends reminders, prompts next steps, and ensures your pipeline continues to move forward.
It connects every front-end tool such as forms, chatbots, booking apps, drip campaigns, and spreadsheets directly into your CRM. It automatically tags leads, assigns owners, and triggers follow-ups in real time. Beyond syncing data, the CRM Agent leads your team by prompting follow-ups, flagging stale opportunities, and keeping your CRM clean, accurate, and fully utilized.
✅ Automatically syncs all lead sources (forms, chatbots, campaigns, spreadsheets) into your CRM
✅ Tags leads by source, service type, and stage for clean, organized records
✅ Assigns owners and triggers follow-up workflows instantly
✅ Sends reminders and nudges to team members for overdue or stalled leads
✅ Enforces CRM discipline and accountability across your sales and service teams
✅ Detects missing or duplicate data and suggests corrections
✅ Generates activity summaries and weekly performance reports
✅ Works with popular CRMs such as HubSpot, Pipedrive, Zoho, Salesforce, and GoHighLevel
✅ Includes ongoing monitoring and optimization to keep data and workflows accurate
| Plan | Best For | What You Get | Setup Fee | Monthly Subscription* |
|---|---|---|---|---|
| Upgrade CRM Agent (Senior) | Businesses with existing tools that need full CRM automation and intelligent follow-up | Connects all web forms, chatbots, and automations into your CRM. Tags by service, assigns owners, enforces team accountability, triggers follow-ups, and actively manages stale leads. | Starting at $2,500 | $349/mo |
| CRM Setup and Configuration (Consulting Service) | Businesses without a CRM or ready to replace an existing one | Full CRM selection, configuration, process mapping, and automation design built from the ground up for your business. | $5,000 (one-time) | Custom support plan available |
Monthly subscription includes:
• Secure automation monitoring
• Field mapping updates and logic maintenance
• Tag and owner assignment verification
• Real-time sync monitoring and error handling
• Activity reporting and performance insights
Without active CRM leadership, most systems slowly fall out of use. Team members forget to update notes, leads are lost, and management spends hours chasing reports or reminders. The result is poor visibility, inconsistent follow-ups, and tens of thousands in missed opportunities.
✅ Keeps team members accountable with reminders and task prompts
✅ Ensures all activity, follow-ups, and updates are recorded automatically
✅ Prevents lead drop-off and missed sales due to CRM neglect
✅ Provides managers with clear visibility into the entire pipeline
Even a small team of five can easily lose $3,000–$5,000 per month in productivity and missed deals when the CRM isn’t maintained. By keeping the system accurate, automated, and enforced, the Upgrade CRM Agent can recover $40,000–$75,000 or more in annual impact while driving measurable improvements in team performance and consistency.
Most CRMs fail because no one maintains them. The Upgrade CRM Agent changes that. It serves as the proactive leader inside your CRM, guiding your team, enforcing discipline, and ensuring every opportunity receives timely attention. Your CRM finally works the way it was meant to — intelligently, consistently, and with true leadership at its core.
Your front office, reimagined.
The Upgrade Reception Senior Agent delivers enterprise-grade coverage across phone, text, WhatsApp, and chat — all handled by an intelligent AI voice that understands context, tone, and client needs. It books appointments, syncs with your CRM, routes calls by priority, and even provides analytics so you can track performance and client engagement. For businesses managing high call volumes or multiple locations, it’s like having a full front-office team that never sleeps.
✅ Handles voice, text, WhatsApp, and chat in one unified system
✅ Custom-trained AI voice model with brand tone and personality
✅ Advanced CRM integration for real-time updates and contact logging
✅ Intelligent call routing based on topic, urgency, or department
✅ Dynamic scheduling with reschedule and cancellation support
✅ Analytics dashboard with transcripts, sentiment tracking, and performance insights
✅ Scales easily for multi-location or enterprise use
| Package | Setup Fee | Monthly Subscription* | Includes |
|---|---|---|---|
| Upgrade Reception Senior Agent | $4,500 | $799/mo | Multi-channel setup, advanced AI voice model, deep CRM sync, and analytics dashboard |
Subscription covers:
• AI conversational design and custom voice model training
• CRM and multi-calendar synchronization
• Secure hosting, real-time monitoring, and maintenance
• Analytics dashboard with transcripts and call summaries
• Monthly optimization, tuning, and reporting
• Dedicated account support and system refinement
Managing inbound calls, texts, and follow-ups across multiple locations typically requires one or more full-time staff. A receptionist earning $25 per hour working 160 hours monthly costs about $4,000, or nearly $50,000 per year including taxes and benefits. That’s before factoring in coverage gaps, missed calls, and human error.
✅ Operates 24/7 across all channels without breaks or downtime
✅ Books and updates appointments automatically
✅ Logs every interaction and generates insight reports
✅ Routes calls intelligently to the right staff or department
Automation cost: $799 per month
Monthly savings: approximately $3,200
Annual savings: over $38,000–$50,000
The Upgrade Reception Senior Agent acts as your intelligent front-office system — greeting clients, managing appointments, logging conversations, and tracking performance without human overhead. It provides enterprise-grade coverage, brand consistency, and professional communication that scales effortlessly with your growth.
Contact us today
📞 773-365-9564
📧 sales@upgradetechnology.net