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UPWARD FEATURE

Team Replication

Build it once. Give every member their own branded Bio/Profile Page, CRM, calendar, chat and follow-up tools, inside one company system.

WHAT IT ISInstant Team Replication lets a company build its branded system once and give each team member a complete copy — their own Bio/Profile Page, CRM, content and follow-up tools — with company-controlled branding and content, member customization where allowed, and individual identity and contact details. The shared Team Calendar comes with it: one company-wide schedule of trainings, meetings and public events that every member sees, can submit events to, and can publish on their own page with a single toggle. Team Chat comes with it too: direct messages, Groups and company Spaces so the whole team talks in the same system.

How replication works

A company owner sets up the system once: brand, Bio page layout, content, plans and rules. Each member who joins gets a complete copy with their own name, photo, contact details, calendar and CRM. Updates the company makes flow to every member.

  • Members join by invite, join page or bulk import
  • No separate accounts or sub-accounts to configure
  • Each member signs in with their own verified email or phone

What owners control

Owners decide which Bio page modules members can show, rename and edit, which fields are locked, which plans members see and what they pay, and what team data each person can see.

  • Bio / Profile settings: which modules members can show, rename and edit
  • Member pricing: plans and prices members see, with your own plan names
  • Join page: design the page new members use to sign up
  • White label: your name, colors, menus and emails
  • Team visibility: down to a number of levels, or the whole company

Team Calendar: one schedule for the whole company

Every company now has a Team Calendar. Trainings, meetings and public events live in one place, each member sees them, and members can submit their own events for approval, so the schedule grows without losing company control.

  • Company, community and industry calendars in one view
  • Members submit events; owners and admins approve
  • Show the team calendar on a Bio/Profile Page with one toggle
  • Registrations are collected for each event, with confirmation emails, calendar files and a notification to the host
  • Free: 2 events a month, 1 public event and 25 registrations
  • Starter: 10 events a month, QR passes and weekly repeating events
  • Deluxe: 50 events a month, approvals and attendee export
  • Pro and Pro Company: unlimited events and registrations, all tools

Team Chat: your team talks where the work happens

Team Chat gives every member direct messages and Groups, and gives the company Spaces for announcements and training. It lives inside the same system as the CRM, Calendar and Bio pages, so there is no separate chat tool to buy or set up.

  • Direct messages for everyone on every plan
  • Groups for small teams: 1 on Free, 5 on Starter, 25 on Deluxe, unlimited on Pro
  • People per Group: 5, 15, 50 and 250 across the plans
  • Company Spaces: 3 on Free Company, unlimited on Pro Company
  • Pro Company adds moderation, analytics, retention, export, auto-enroll and welcome messages
  • Deluxe and Pro add polls, scheduled messages and Vutesa summaries; Pro adds Vutesa writing help

The Team page: everyone in one place

The Team page shows the people in your organization, scoped to what each person is allowed to see. Company owners see the whole company. Team leaders see the members who registered under them. It is where you add, invite, find and support your people.

  • Grid or list view, with search by name, location or plan
  • Filter by country, state or province, plan, level in the team, and who enrolled each member
  • Owners choose what members can see: their own team down to a number of levels, or the entire company team
  • Add members one at a time, invite them by email, or import a whole team from a file, then download the list
  • Email your team in bulk from the page
  • Each member's role, plan and location at a glance, with the number of leads, contacts and members they have enrolled
  • Send a text or email, open their website or social links, and review upcoming and past meetings and invitations sent
  • Keep private notes on a member, typed or recorded by voice with a searchable transcript
  • Change who enrolled a member, and manage deleted members and bills for the team

Plans that fit every team

Free Company gives the whole company the basics at no cost. Pro Company removes the limits for every member. Members can also upgrade on their own to Starter, Deluxe or Pro.

Every touchpoint feeds each member's CRM

Replication gives each person their own Multi-Touchpoint CRM. Their page, bookings, forms, links, events and chats write to their records, and owners see activity across the team within their permissions.

  • Leads belong to the member who earned them
  • Shared Leads lets a member share with chosen teammates
  • Enroller relationships power downline visibility

Onboarding and support are part of it

White-glove onboarding, support and training are included at no charge. We help configure the company system, train owners and leaders, and answer members' questions, so rollout does not depend on one person's spare time.

  • Configured with you, not just documented
  • Training for owners, leaders and members
  • Help Center and in-app guides for every module

Who it's for

Direct sales and network marketing organizations
Franchises, brokerages and agencies with many representatives
Any company that wants every person on the same system

How it works

Design once

Brand, layout, content, plans and rules.

Invite

By link, join page, email or bulk file import.

Replicate

Each member gets their own system with their own identity.

Lead the team

Share content, run the calendar and chat, and see adoption.

What's included

Company-controlled branding

Colors, logos and page layouts are set once by the company and applied to every member automatically.

Locked or editable fields

Owners decide which content members can change, keeping compliance text and offers consistent.

Individual member identity

Each replicated page still shows the member's own name, photo, contact details and booking calendar.

Shared content library

Videos, files, MySites and social posts published by the company appear in every member's account.

Shared Team Calendar

One company schedule of trainings, meetings and public events is replicated to every member, named with your own wording.

Member event submissions

Members can submit their own events for approval, so the team calendar grows without losing company control.

Hierarchy-aware visibility

Events can be shown company-wide or only to the right team, following your organization structure.

One-click Bio page calendar

Each member can show the team calendar on their own Bio/Profile Page with a single toggle, and choose which events appear.

Event registrations

Every registration for a calendar event is collected with the event, and the host is notified.

Calendar activity feed

Owners and members see what changed — events created, submitted, approved, updated, registrations and cancellations.

Owner visibility

Company owners see adoption and activity across members within their permissions.

Team Chat

Direct messages, Groups and company Spaces are built into the same system, so the team never leaves the platform to talk.

Company Spaces and Groups

The company runs Spaces for announcements and training while members start their own Groups, with limits that grow by plan.

Plans for every team

Free Company covers the basics for everyone; Pro Company removes limits and adds moderation, analytics and every calendar tool.

Not agency sub-accounts

Members join one company system instead of separate client accounts that must each be configured.

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.
One company system, not agency sub-accounts or separate logins
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

How is this different from agency sub-accounts?

Members join one company system and get their own copy automatically. You do not configure a separate account for each person.

Can members change the design?

Only what the owner allows. You choose which modules and fields members can show, rename and edit.

Does each member get their own CRM?

Yes. Each member works their own leads and contacts, and owners see across the team within their permissions.

What does a team cost?

Free Company covers the basics for unlimited members. Pro Company removes limits and adds white label, moderation and analytics. Members can upgrade themselves.

Can I add many people at once?

Yes. Import a team from a file, invite by email, or share your join page.

Is onboarding included?

Yes. White-glove onboarding, support and training are included at no charge.

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