VutesaBio/Profile Page
Your public page: who you are, how to book you, your videos, reviews and links.
Multi-Touchpoint CRM
A CRM where every touchpoint, such as a booking, form, link click, video view or event registration, writes to the same person's timeline.
Lead and contact
A lead is a person you are still qualifying. A contact is a person you know. You convert a lead to a contact deliberately.
Pipeline stage
A step in your sales process, such as New, Qualified or Proposal. You define the stages and drag leads between them.
Dynamic Audience
A saved rule set over your CRM that recalculates when you send, so the right people are included automatically.
Journey
An automated flow that starts from a CRM trigger and sends emails, waits, branches and updates the CRM.
Tracked link
A short link that counts clicks and, for known people, adds the click to their CRM timeline.
Replicated system
A company's system copied to each member with their own identity, calendar and CRM.
Space and Group
In Team Chat, a Space is a company-run channel for announcements and training. A Group is a smaller conversation a member starts.
Brand Kit
Approved products, services, logos, colors, fonts & more that members can view and use.
Opt-out
A person's choice to stop marketing email or text. Upward honors it and only the person can reverse it.
Vutesa
Upward's AI Business Assistant, which drafts, summarizes, searches, schedules and answers visitors under your review.
Frequently asked questions
What is the difference between a lead and a contact?
A lead is still being qualified. A contact is a person you know.
What does Multi-Touchpoint mean?
Every touchpoint feeds one CRM.
Is a Journey the same as a campaign?
No. A campaign is one email to an audience. A Journey is a timed flow with branches.
What is a Space?
A company-run channel in Team Chat.
Where do I find longer explanations?
In Answers.
Related
Answers
Short, clear explanations of the ideas behind connected business growth.
Resources
Straight answers, step-by-step guides and real people, for every part of Upward.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
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