Email & SMS
Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.
Email from your own address
Connect a mailbox in Emails and choose which one sends by default. Replies appear in the app while the mailbox syncs. Your personal signature is added to emails and meeting emails.
- Gmail, Outlook, Microsoft 365 and custom SMTP
- Sync now, pause sync or disconnect
- Test button on each mailbox
- Marketing and contact emails carry a fixed opt-out link
Templates and bulk sends
Use system templates or save your own, with merge fields. Send to selected people from the CRM: each accepted recipient gets one completed activity, so history is clean and nothing double-sends.
- Email templates with preview
- Tracked links in email
- Vutesa drafts from the person's history
A real number for texting
Search by country and area code, activate a number and text leads and contacts from the SMS Center. Each text includes Reply STOP automatically.
- Choose your own number
- Prepaid credit with optional auto top-up
- Numbers renew on their schedule
- SMS templates with preview
Or bring your own Twilio
If you already have a Twilio account, enter your Account SID and Auth Token. Messages and numbers are billed by Twilio directly and Upward credit is not used.
- Optional and advanced
- Same SMS Center
- Same logging on the timeline
Opt-outs are honored
When someone unsubscribes or replies STOP, only they can reverse it. Upward blocks sends to them and tells you why. Sign-in and security messages are not affected.
- Opt status panel on the person
- Clear message when a send is blocked
- No way to opt someone back in for them
Everything on the timeline
Email and SMS appear on the person's CRM record beside bookings, clicks and notes, so anyone on your team can see the conversation.
- Opens and clicks recorded
- Failed sends shown with a reason
- SMS and email in one view
How it works
Connect
Link a mailbox and add a signature.
Activate
Pick an SMS number and add credit, or connect Twilio.
Test
Send a test email and a test text to yourself.
Send
From a lead, a selection, a campaign or a Journey.
What's included
Your own mailbox
Gmail, Outlook, Microsoft 365 and SMTP.
Dedicated number
Search and activate a number in your country.
Bring your own Twilio
Use your existing account.
Templates
Email and SMS templates with preview.
Opt-out handling
STOP and unsubscribe respected.
CRM logging
Every message on the timeline.
How Upward is different
Frequently asked questions
Do I have to connect a mailbox?
No. You can send without one. Connecting lets you send from your own address and see replies in the app.
Does every message include an opt-out?
Marketing and contact emails include a fixed opt-out link, and each text includes Reply STOP.
How does SMS billing work?
Each text uses prepaid SMS credit, with optional auto top-up. With your own Twilio account, Twilio bills you directly.
Can I choose my number?
Yes. Search by country, area code, digits or location.
Is SMS the same as email?
No. Each has its own setup, number and settings.
Related
Email Marketing
Campaigns that go to the right people, because the audience comes from your live CRM and every open and click comes back to the person.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Automation
Journeys, reminders and scheduled activities keep follow-up moving without a spreadsheet of who to call.
Lead Capture
Leads come from everywhere people engage. Upward records them all in one CRM with the source that brought them in.
Have a question about Email & SMS?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
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