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UPWARD FEATURE

Email & SMS

Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.

WHAT IT ISUpward connects Gmail, Outlook, Microsoft 365 or custom SMTP (including SendGrid) so email goes from your own address, and gives you a dedicated SMS number or lets you bring your own Twilio account. Templates, signatures and Vutesa drafting are built in, and each message is recorded on the lead or contact timeline.

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

Every touchpoint feeds one CRM: a booking, a form, a tracked link, a video view, a review, an event registration or a chat adds to the same person's timeline.
Email and SMS use the same CRM records and audiences as everything else
White-glove onboarding, support and training are included at no charge, so your team is set up properly instead of left with a manual.

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

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