Smarter Customer Management

Maximize sales effectiveness

Uptick identifies, recommends and helps prepare for the most impactful selling activities.

Manage renewals and churn

Uptick determines the factors that cause churn and how your customer team can help.

Improve forecast accuracy

Uptick predicts the outcome for every sales opportunity and eliminates speculation.

What is Uptick?

What is Uptick?

Uptick is a smarter way
to make sales and customer success teams more effective.

Applied intelligence that understands all customer interactions

Intelligent Platform

Advanced architecture founded on machine
learning transforms real time data into
actionable insights.

Advanced platform architecture

Advanced platform architecture

The Uptick platform was specifically designed to unleash the full power of machine learning and can run stand-alone or alongside traditional CRM systems.

Machine Learning predictions

Machine learning predictions

Machine learning predicts who is engaged, which opportunities are at risk, which will be won or lost, and even when they will close.

Real-Time connectors gather and process information

Real-time connectors gather and process information from virtually any source: CRM systems, email, calendar entries, trouble tickets, log files, customer’s click streams in your application… you name it.

New contacts, activities and opportunities are automatically discovered — even if they were never entered into traditional CRM systems.

Unified Processes

Unified Processes

Integrated customer management processes are tailored and
orchestrated for your business.

Turn insights into the right actions
Turn insights into the right actions

Uptick Insights coach you to take the take the right actions to maximize effectiveness with every customer.

Manage your entire customer lifecycle
Manage your entire customer lifecycle

Uptick helps you manage new business, renewals and expansion opportunities and to reduce churn.

Fit your business needs
Fit your business needs

Uptick processes are easily configured to your unique practices using our visual process designer.

Insightful Applications

Insightful Applications

Uptick applications guide users directly to the right activities with embedded insights and one-click actions.

Native web and mobile applications

Native web and mobile applications

Enjoy more productive selling time whether you are in the office or on the go by scheduling meetings or making calls with a single click in the Uptick application.

Sell smarter with insights

Sell smarter with
insights

Know which opportunities to focus on and what actions to take. Gain better insight into customer interactions and engagement and how your team is involved.

Applied intelligence that understands all customer interactions

Automatically Accurate Pipeline and Forecasts

Applied intelligence that understands all customer interactions, eliminates spreadsheets and manual guesswork, and improves your forecast.

Improve predictability

Improve predictability

Improve forecast predictability with individual predictions for every opportunity.

Know what is happening

Know what is happening

Compare Uptick’s forecast with yours, and drill directly to the activities driving the numbers.

Call your number with confidence

Call your forecast with confidence

Uptick's advanced machine learning is trained by your data to predict which deals will close and when.

Keep your teams on track

Keep your teams
on track

Get more from your limited coaching time by focusing your effort on the right opportunities.