The Upgrade Business Automation Platform helps your business capture more opportunities, improve responsiveness, and scale more efficiently.
Get startedInstead of relying on scattered tools, missed calls, delayed replies, and manual follow up, the Upgrade Automation Platform gives your business a smarter way to operate. From the moment a customer visits your website, submits a form, sends a message, or calls your business, the platform can begin working automatically.
It can capture lead information, send timely email responses, launch follow up campaigns, route inquiries to the right person, schedule appointments, track opportunities in your pipeline, and keep your communication organized in one place.
The Upgrade Automation Platform is designed to help you capture more leads, respond faster, follow up consistently, organize your sales process, automate repetitive tasks, improve conversions, and scale more efficiently.
Every business operates with a different technology setup. The Upgrade Business Automation Platform is designed to work with your current systems or launch alongside a new AI-ready website.
Connect the automation platform directly to your current website, forms, calendar, and workflows. This allows you to improve response time, automate follow-up, and streamline operations without replacing your existing website.
If you do not currently have a website, Upgrade can deploy a professional AI-ready website designed to support automation and future growth. These websites are built to integrate seamlessly with the Upgrade Automation Platform and support lead capture, scheduling, and customer engagement from day one.
AI-Ready Website Packages start at $500.
The Upgrade Automation Platform is designed for businesses that want to grow without adding unnecessary complexity.
Free yourself from repetitive admin work, stay on top of leads, and create a more professional customer experience.
Automatically capture inquiries, schedule appointments, send reminders, and keep customer communication organized.
Track pipeline stages, manage follow up, and make sure opportunities are not slipping through the cracks.
Build a stronger operational foundation with automation that supports lead management, nurturing, workflow efficiency, and customer engagement.
One of the most valuable parts of the Upgrade Automation Platform is automated customer communication. When someone fills out a form, books an appointment, or replies to a message, the system can automatically respond and continue engaging them.
Your business stays responsive even when you are busy, unavailable, or focused on serving existing customers.
The Upgrade Automation Platform gives you visibility into what is happening inside your business. You can view and manage leads in one place, track opportunities through your pipeline, see where customers are in the sales process, monitor conversations across supported communication channels, and automate lead movement between stages.
The platform is accessible from desktop and mobile devices, allowing you to monitor leads, respond to customers, and manage opportunities whether you are in the office or on the go.
Every Upgrade Automation package includes done-for-you setup. We handle the implementation for you — CRM setup, pipeline configuration, form setup, automation workflows, email sequences, scheduling, notifications, routing logic, and website integration.
Once setup is complete, your automation begins working in the background. Leads are captured. Responses are sent. Follow ups are launched. Appointments are booked. Pipelines are updated — without you having to build the system yourself.
Compare what is included, then select a package name or any feature to read the full explanation below. All packages include done-for-you setup within their defined scope.
| Feature | Starter | Growth | Advanced |
|---|---|---|---|
| Pricing | |||
| Setup Fee | $599 | $799 | $999 |
| Monthly | $249 | $399 | $599 |
| Lead Capture | |||
| Website Contact Forms | ✓ | ✓ | ✓ |
| CRM Lead Capture | ✓ | ✓ | ✓ |
| Mobile App Lead Notifications | ✓ | ✓ | ✓ |
| Smart Lead Intake Form (Conditional Questions) | — | — | ✓ |
| Lead Capture Automation | |||
| Automated Email Follow-Up | 2 emails | 3 emails | 4 emails |
| Automated Lead Categorization | 1 level | 2 levels | 3 levels |
| Automated Lead Routing & Response | 1 workflow | 2 workflows | 3 workflows |
| Additional Lead Nurture Campaign | — | — | 3 emails |
| CRM & Pipeline | |||
| CRM System | ✓ | ✓ | ✓ |
| Business Pipelines | 1 | 2 | 3 |
| Mobile CRM Access | ✓ | ✓ | ✓ |
| CRM & Pipeline Automation | |||
| Automatic Lead Assignment & Pipeline Entry | ✓ | ✓ | ✓ |
| Automated Pipeline Workflows | 1 workflow | 2 workflows | 3 workflows |
| Campaigns & Outreach | |||
| Seasonal Email Campaigns | 4/year | 4/year | 4/year |
| Additional Email Campaigns | — | 4/year | 8/year |
| Inactive Customer Reactivation | — | ✓ | ✓ |
| Always-On Re-Engagement Automation | — | — | ✓ |
| Total Initial Campaign Allowance | 4 | 8 | 12 |
| Documents & Estimates | |||
| Document & Estimate Templates | — | — | 1 |
| Electronic Signatures & Email Delivery | — | — | ✓ |
| Estimate Acceptance & Email Delivery | — | — | ✓ |
| Document & Estimate Automations | |||
| Automated Email Reminders | — | — | 2 |
| Automated Post-Signing Client Welcome Email | — | — | ✓ |
| Automated Completion Notification to Business | — | — | ✓ |
| Social Media Management & Scheduling | |||
| Social Media Planner Dashboard | — | — | ✓ |
| Multi-Platform Publishing | — | — | ✓ |
| Bulk Post Scheduling | — | — | ✓ |
| Visual Content Calendar | — | — | ✓ |
| Social Media Performance Analytics | — | — | ✓ |
| Reputation Management | |||
| Google Review Monitoring & Dashboard | ✓ | ✓ | ✓ |
| Automated Email Review Requests | ✓ | ✓ | ✓ |
| Automated Review Reminders | ✓ | ✓ | ✓ |
| Custom Customer Satisfaction Survey | — | — | ✓ |
| Rating-Based Feedback Automation | — | — | ✓ |
| Negative Feedback Alerts & Follow-Up | — | — | ✓ |
| Appointment Booking & Automation | |||
| Lead Consultation & Estimate Booking | ✓ | ✓ | ✓ |
| Online Booking Forms | ✓ | ✓ | ✓ |
| Appointment Calendars | 1 | 1 | 2 |
| Google/Outlook Calendar Sync | ✓ | ✓ | ✓ |
| Booking Confirmation Automation | ✓ | ✓ | ✓ |
| Appointment Reminders | 1 | 1 | 2 |
| Internal Booking Notifications | ✓ | ✓ | ✓ |
| Post-Appointment Thank-You & Next Steps | — | ✓ | ✓ |
| Advanced Scheduling Rules | — | — | ✓ |
| Non-Converted Prospect Nurture Campaign | — | — | ✓ |
| Chatbot Appointment Booking | — | ✓ | ✓ |
| Voice AI Appointment Booking | — | — | ✓ |
| Self-Service Rescheduling & Cancellation | — | — | ✓ |
| AI Chat | |||
| AI Website Chatbot | — | ✓ | ✓ |
| Website Knowledge Crawl | — | 1 | 1 |
| Client-Supplied FAQ Document | — | 1 | 1 |
| AI Answers to Business FAQs | — | ✓ | ✓ |
| Chatbot Lead Capture & CRM Integration | — | ✓ | ✓ |
| Chatbot Appointment Booking | — | ✓ | ✓ |
| Unanswered Question Lead Capture | — | ✓ | ✓ |
| Chat Conversation History | — | ✓ | ✓ |
| Staff Email Notification for Unanswered Questions | — | — | ✓ |
| Staff Email Notification for New Chat Leads | — | — | ✓ |
| AI Voice | |||
| AI Voice Receptionist (24/7) | — | — | ✓ |
| Caller Information & Message Taking | — | — | ✓ |
| AI Voice Appointment Booking | — | — | ✓ |
| Callback Notifications | — | — | ✓ |
| Reporting & Insights | |||
| Business Performance Dashboard | ✓ | ✓ | ✓ |
| System Features | |||
| Unified Conversations Inbox | ✓ | ✓ | ✓ |
| Revenue Pipeline Dashboard | ✓ | ✓ | ✓ |
| Connected Business Calendar | ✓ | ✓ | ✓ |
Important: Custom integrations and work outside the included configuration are quoted separately. AI Voice and other metered services may incur separate usage charges. Campaign counts describe the agreed initial setup scope; ongoing new creative work is separately quoted.
Customers can submit a question, consultation request, or estimate inquiry from your website. Their information is captured without anyone having to copy it from an email.
Each form submission creates or updates a contact record in the CRM, giving your team a searchable history of incoming opportunities.
Receive a push notification through the connected mobile app when a new lead arrives. These are app alerts, not emails.
An immediate acknowledgement is the first email. The remaining emails follow up when appropriate, helping your business stay responsive without sending an endless sequence.
Organize incoming inquiries using configured tags or categories, such as consultation, estimate request, or service type. The package level determines how many categorization rules are configured.
Configured workflows can notify the right person, tag the contact, and trigger an appropriate email response. For example, a remodeling estimate request can follow a different path from a general inquiry.
Access your contacts, inquiry history, opportunities, and business conversations from one centralized system.
Visual pipelines show each opportunity’s progress from new inquiry through consultation or estimate to won or lost. Different pipelines can represent distinct sales processes, rather than replacing specialized legal or field-service software.
Review contacts, opportunities, and recent activity from the mobile app while away from your desk.
New inquiries can be assigned to a designated team member and entered into the first stage of the appropriate sales pipeline automatically.
Configured workflows update or move opportunities based on defined triggers, such as a booking or a submitted form. The included workflow count varies by package.
Set up four seasonal email campaigns for appropriate business moments—for example, spring maintenance reminders or year-end planning outreach. Campaign content and timing are agreed during onboarding.
This is the total number of campaign setups included in the initial implementation: seasonal plus additional campaigns. It is not a fresh allowance of newly written campaigns every year.
View connected Google review activity in a central dashboard so your team can monitor feedback and respond as needed.
Send configured review invitations by email after a qualifying customer interaction. Review requests should be offered fairly, regardless of whether feedback is expected to be positive or negative.
Send a configured email reminder when a customer has not responded to a review request, respecting unsubscribe preferences.
Let prospects schedule an initial consultation or estimate visit. For a law firm, this may be an introductory consultation; for a contractor, an estimate appointment—not job dispatch.
Visitors choose an available consultation or estimate slot through an online booking page or embedded form.
Configured booking calendars define which appointment types or schedules can be offered. Starter and Growth include one; Advanced includes two.
Connect a supported Google or Outlook calendar so the booking system checks busy times and helps avoid double-booking.
Automatically email appointment details and confirmation after a booking is made.
Send scheduled email reminders before an appointment. The package includes one or two configured reminder steps.
Notify designated staff by email when a new appointment is booked so they can prepare or follow up.
View key configured business activity indicators such as leads, appointments, and opportunity progress. These are platform metrics, not audited accounting results.
Review supported customer conversations in one inbox, helping staff avoid losing track of messages across separate screens.
See the value and status of open opportunities based on information entered in the CRM. Pipeline value represents potential revenue, not confirmed collected revenue.
Manage the configured appointment calendar alongside a supported connected Google or Outlook calendar.
Everything in Starter, plus the package-specific allowances and features below. The full list is included here so every comparison-table link has a destination.
Customers can submit a question, consultation request, or estimate inquiry from your website. Their information is captured without anyone having to copy it from an email.
Each form submission creates or updates a contact record in the CRM, giving your team a searchable history of incoming opportunities.
Receive a push notification through the connected mobile app when a new lead arrives. These are app alerts, not emails.
An immediate acknowledgement is the first email. The remaining emails follow up when appropriate, helping your business stay responsive without sending an endless sequence.
Organize incoming inquiries using configured tags or categories, such as consultation, estimate request, or service type. The package level determines how many categorization rules are configured.
Configured workflows can notify the right person, tag the contact, and trigger an appropriate email response. For example, a remodeling estimate request can follow a different path from a general inquiry.
Access your contacts, inquiry history, opportunities, and business conversations from one centralized system.
Visual pipelines show each opportunity’s progress from new inquiry through consultation or estimate to won or lost. Different pipelines can represent distinct sales processes, rather than replacing specialized legal or field-service software.
Review contacts, opportunities, and recent activity from the mobile app while away from your desk.
New inquiries can be assigned to a designated team member and entered into the first stage of the appropriate sales pipeline automatically.
Configured workflows update or move opportunities based on defined triggers, such as a booking or a submitted form. The included workflow count varies by package.
Set up four seasonal email campaigns for appropriate business moments—for example, spring maintenance reminders or year-end planning outreach. Campaign content and timing are agreed during onboarding.
Additional configured email campaigns beyond the four seasonal campaigns, for announcements, service reminders, or other agreed outreach. The allowance is a defined setup scope, not unlimited new copywriting.
Reconnect with a defined group of past customers or older inquiries using a configured email reactivation sequence.
This is the total number of campaign setups included in the initial implementation: seasonal plus additional campaigns. It is not a fresh allowance of newly written campaigns every year.
View connected Google review activity in a central dashboard so your team can monitor feedback and respond as needed.
Send configured review invitations by email after a qualifying customer interaction. Review requests should be offered fairly, regardless of whether feedback is expected to be positive or negative.
Send a configured email reminder when a customer has not responded to a review request, respecting unsubscribe preferences.
Let prospects schedule an initial consultation or estimate visit. For a law firm, this may be an introductory consultation; for a contractor, an estimate appointment—not job dispatch.
Visitors choose an available consultation or estimate slot through an online booking page or embedded form.
Configured booking calendars define which appointment types or schedules can be offered. Starter and Growth include one; Advanced includes two.
Connect a supported Google or Outlook calendar so the booking system checks busy times and helps avoid double-booking.
Automatically email appointment details and confirmation after a booking is made.
Send scheduled email reminders before an appointment. The package includes one or two configured reminder steps.
Notify designated staff by email when a new appointment is booked so they can prepare or follow up.
After a consultation or estimate, send a configured thank-you email with agreed next steps, such as requesting documents or explaining how to accept an estimate.
Help visitors book a consultation or estimate using the existing configured appointment calendar.
An AI assistant on your website can answer routine business questions, capture contact details, and help visitors reach the next step. It is designed for concise, useful conversations rather than lengthy consultations.
Use one agreed business website as a knowledge source to help the chatbot answer questions about published services, hours, and general policies.
Use one client-provided FAQ document as an additional source for business-specific answers, such as service areas, intake requirements, or consultation policies.
Answer common questions using approved business information. For legal practices, the chatbot should not give individualized legal advice or collect unnecessary sensitive case details.
When a visitor wants follow-up, collect agreed contact details and record the lead in the CRM for a human response.
Help visitors book a consultation or estimate using the existing configured appointment calendar.
If the chatbot cannot answer a question confidently, it can request contact information and offer human follow-up rather than inventing an answer.
Store available chat transcripts and related activity for staff to review within the platform, subject to configured retention and access.
View key configured business activity indicators such as leads, appointments, and opportunity progress. These are platform metrics, not audited accounting results.
Review supported customer conversations in one inbox, helping staff avoid losing track of messages across separate screens.
See the value and status of open opportunities based on information entered in the CRM. Pipeline value represents potential revenue, not confirmed collected revenue.
Manage the configured appointment calendar alongside a supported connected Google or Outlook calendar.
Everything in Growth, plus the package-specific allowances and features below. The full list is included here so every comparison-table link has a destination.
Customers can submit a question, consultation request, or estimate inquiry from your website. Their information is captured without anyone having to copy it from an email.
Each form submission creates or updates a contact record in the CRM, giving your team a searchable history of incoming opportunities.
Receive a push notification through the connected mobile app when a new lead arrives. These are app alerts, not emails.
A form can show different follow-up questions depending on earlier answers. For example, an attorney’s intake can ask different questions for estate planning versus family law, without turning the form into a full case-management system.
An immediate acknowledgement is the first email. The remaining emails follow up when appropriate, helping your business stay responsive without sending an endless sequence.
Organize incoming inquiries using configured tags or categories, such as consultation, estimate request, or service type. The package level determines how many categorization rules are configured.
Configured workflows can notify the right person, tag the contact, and trigger an appropriate email response. For example, a remodeling estimate request can follow a different path from a general inquiry.
A separate three-email follow-up for prospects who had a consultation or estimate but have not moved forward. This is also referenced under appointment booking; it is one included campaign, not two.
Access your contacts, inquiry history, opportunities, and business conversations from one centralized system.
Visual pipelines show each opportunity’s progress from new inquiry through consultation or estimate to won or lost. Different pipelines can represent distinct sales processes, rather than replacing specialized legal or field-service software.
Review contacts, opportunities, and recent activity from the mobile app while away from your desk.
New inquiries can be assigned to a designated team member and entered into the first stage of the appropriate sales pipeline automatically.
Configured workflows update or move opportunities based on defined triggers, such as a booking or a submitted form. The included workflow count varies by package.
Set up four seasonal email campaigns for appropriate business moments—for example, spring maintenance reminders or year-end planning outreach. Campaign content and timing are agreed during onboarding.
Additional configured email campaigns beyond the four seasonal campaigns, for announcements, service reminders, or other agreed outreach. The allowance is a defined setup scope, not unlimited new copywriting.
Reconnect with a defined group of past customers or older inquiries using a configured email reactivation sequence.
Automatically identify contacts meeting agreed inactivity rules and enter them into an appropriate re-engagement workflow, subject to consent and opt-out settings.
This is the total number of campaign setups included in the initial implementation: seasonal plus additional campaigns. It is not a fresh allowance of newly written campaigns every year.
Start with one reusable agreement, proposal, or estimate template, customized with client information and applicable pricing. Additional templates can be configured separately.
Email agreements or other documents to clients for electronic signature, so they can sign without printing or scanning.
Email estimates to customers for review and acceptance, using the supported estimate workflow.
Configure up to two email follow-up reminders for outstanding signatures or estimate acceptance, where supported. Reminders stop when the document or estimate is completed. Reminder delivery and document-link handling must be verified during setup.
After an agreement is signed, automatically send the client a customized welcome or next-steps email. This is part of the same completion workflow as the internal notification.
When the agreement is signed, automatically email the business an internal completion notification so the team can take the next step. This shares the post-signing workflow with the client welcome email.
Create, organize, and schedule your own social media posts from one convenient dashboard instead of switching between platforms.
Prepare a post once and schedule it across multiple supported, connected social accounts, with platform-specific adjustments as needed.
Plan and schedule a month of posts in as little as one hour when your captions and graphics are ready. Prepare content in advance and let scheduled publishing handle the rest.
View upcoming and published posts in a clear content calendar to maintain a consistent publishing schedule.
Review available publishing and engagement statistics for supported connected accounts. Analytics vary by social network. Content creation, graphics, and done-for-you management are separate paid services.
View connected Google review activity in a central dashboard so your team can monitor feedback and respond as needed.
Send configured review invitations by email after a qualifying customer interaction. Review requests should be offered fairly, regardless of whether feedback is expected to be positive or negative.
Send a configured email reminder when a customer has not responded to a review request, respecting unsubscribe preferences.
Collect structured private feedback with a customized survey about the customer’s experience, separate from public review invitations.
Route survey results into appropriate internal workflows for follow-up and analysis. Public review invitations must not be restricted only to high-scoring customers.
Notify designated staff when a customer reports a problem and trigger an appropriate follow-up email. This supports service recovery without suppressing public reviews.
Let prospects schedule an initial consultation or estimate visit. For a law firm, this may be an introductory consultation; for a contractor, an estimate appointment—not job dispatch.
Visitors choose an available consultation or estimate slot through an online booking page or embedded form.
Configured booking calendars define which appointment types or schedules can be offered. Starter and Growth include one; Advanced includes two.
Connect a supported Google or Outlook calendar so the booking system checks busy times and helps avoid double-booking.
Automatically email appointment details and confirmation after a booking is made.
Send scheduled email reminders before an appointment. The package includes one or two configured reminder steps.
Notify designated staff by email when a new appointment is booked so they can prepare or follow up.
After a consultation or estimate, send a configured thank-you email with agreed next steps, such as requesting documents or explaining how to accept an estimate.
Apply additional configured availability or booking conditions within the two included Advanced calendars. Complex team scheduling and dispatch integrations are separate projects.
Use the three-email Advanced nurture campaign to follow up after a consultation or estimate when the prospect has not converted. This is the same campaign listed under lead capture automation.
Help visitors book a consultation or estimate using the existing configured appointment calendar.
Allow the Advanced AI receptionist to offer an available consultation or estimate slot during a phone conversation.
Give customers a way to reschedule or cancel eligible appointments through configured booking links, subject to the business’s scheduling rules.
An AI assistant on your website can answer routine business questions, capture contact details, and help visitors reach the next step. It is designed for concise, useful conversations rather than lengthy consultations.
Use one agreed business website as a knowledge source to help the chatbot answer questions about published services, hours, and general policies.
Use one client-provided FAQ document as an additional source for business-specific answers, such as service areas, intake requirements, or consultation policies.
Answer common questions using approved business information. For legal practices, the chatbot should not give individualized legal advice or collect unnecessary sensitive case details.
When a visitor wants follow-up, collect agreed contact details and record the lead in the CRM for a human response.
Help visitors book a consultation or estimate using the existing configured appointment calendar.
If the chatbot cannot answer a question confidently, it can request contact information and offer human follow-up rather than inventing an answer.
Store available chat transcripts and related activity for staff to review within the platform, subject to configured retention and access.
Send designated staff an email when a visitor asks something the chatbot cannot answer, so the business can respond and improve its FAQ material.
Email designated staff when the chatbot captures a new lead, using appropriate contact information rather than unnecessary sensitive details.
An AI receptionist can answer incoming calls at any hour, handle routine business questions, and guide callers toward leaving their details or booking an appointment. Phone and AI usage charges are separate.
Capture the caller’s name, callback number, reason for calling, and a concise message when human assistance is needed.
Offer appointment booking on the configured business calendar when a caller wants a consultation or estimate.
Notify designated staff when a caller needs a return call, with the captured details needed for follow-up.
View key configured business activity indicators such as leads, appointments, and opportunity progress. These are platform metrics, not audited accounting results.
Review supported customer conversations in one inbox, helping staff avoid losing track of messages across separate screens.
See the value and status of open opportunities based on information entered in the CRM. Pipeline value represents potential revenue, not confirmed collected revenue.
Manage the configured appointment calendar alongside a supported connected Google or Outlook calendar.
Need additional booking calendars, custom intake, complex AI qualification, more chatbot or voice knowledge sources, specialized workflows, integrations with legal or field-service software, or ongoing campaign content? Upgrade can scope these separately as paid add-ons. Standard appointment booking covers consultations and estimates; it does not replace legal case-management or field-service dispatch software.
AI tools use approved business information and are designed to capture contact details, answer routine questions, and arrange human follow-up—not to provide legal advice or guarantee a sale. Availability and third-party usage charges depend on the selected services.
Many businesses start with foundational automation and expand as they grow. You can begin with lead capture and basic follow up, then grow into stronger nurturing, workflow automation, AI tools, and custom automation over time.
Schedule a Strategy CallContact us today
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📧 sales@upgradetechnology.net