UPWARD offers a mobile‑first platform that captures field sales interactions in real time, using AI to transcribe conversations and automatically generate standardized daily reports. All data is stored in a centralized, encrypted cloud, visualized on geo‑maps, and can be synced offline or integrated bi‑directionally with CRMs such as Salesforce and Microsoft Dynamics.
Funding
Funding not disclosed
Founders
Product
Problem
Field sales representatives often rely on paper notes or disparate digital tools to log client visits, resulting in fragmented data, time‑intensive manual reporting, and limited visibility into territory performance.
Solution
UPWARD delivers a mobile‑first sales engagement platform that captures every customer interaction in real time and stores it in a centralized cloud repository. Built‑in AI automatically transcribes conversation highlights and generates standardized daily reports, eliminating manual entry. The platform normalizes data across the entire force, enabling instant aggregation and analytics. Integrated geo‑mapping visualizes customer locations and prospecting opportunities, while a shared digital “customer card” provides instant access to historical sales, contact details, and uploaded documents. Seamless APIs connect UPWARD to leading CRMs such as Salesforce and Microsoft Dynamics, allowing teams to enrich existing pipelines without duplicate effort. Offline mode ensures data capture even in low‑connectivity environments, with automatic sync once a connection is restored. Role‑based permissions and end‑to‑end encryption keep sensitive sales information secure.
Target Audience
The solution targets field sales teams and territory managers in wholesale, medical‑care, construction, and housing equipment sectors, as well as sales leaders who require real‑time visibility into on‑site activities.
Features
- AI‑driven meeting transcription and keyword extraction that populates structured fields for instant report generation
- Automated daily report consolidation into a uniform template, reducing variance and manual effort
- Interactive customer‑mapping dashboard that plots visit frequency, sales potential, and route optimization on a GIS layer
- Digital customer record (card) aggregating contact info, purchase history, uploaded files, and real‑time notes accessible to any authorized user
- Bi‑directional integration with Salesforce, Microsoft Dynamics 365, and other CRMs via RESTful APIs and OAuth 2.0 authentication
- Mobile offline capture with automatic background synchronization and conflict resolution
- Enterprise‑grade security: role‑based access control, AES‑256 data encryption at rest and in transit, and audit logging compliant with GDPR and local data‑privacy regulations
- Configurable workflow rules and custom fields to adapt the app to industry‑specific sales processes (e.g., wholesale, medical, construction)