VutesaWhat You Can Do With Upward
Eight practical jobs, each broken into steps you can do today with the modules already in Upward.
How to read these
Every use case follows the same pattern: put a touchpoint where people are, let it write to the CRM, then follow up with the right message. Pick one and finish it before starting the next.
- Start with your Bio/Profile Page and scheduling
- Add forms, events or tracked links where your audience is
- Use audiences and journeys to follow up
Set up with help
White-glove onboarding, support and training are included at no charge, and every module has an in-app step-by-step guide.
- Guided setup
- Training for teams
- Vutesa for how-to questions
Explore Use Cases
Capture More Leads
Put a way in everywhere people find you, and let every one write to the CRM with its source.
Nurture Leads
Stay in touch with people who are not ready yet, using what they actually did to decide what to send.
Follow Up With Leads
Respond fast, keep a next step on every lead, and never lose track of the conversation.
Send Targeted Newsletters
Send the right message to the right people, from audiences built on live CRM data.
Book More Meetings
Make it easy to say yes: a link, a page and a chat that all lead to your real calendar.
Replicate Your Team's System
Set the system up once, then give every member their own page, CRM, calendar and chat.
Collect Reviews
Ask at the right moment, show the good ones, and keep the record on the person.
Share Business Videos
Record, host and share a video, then see who watched it and follow up with them.
Frequently asked questions
Which use case should I start with?
Most people start with Capture More Leads or Book More Meetings, because they put a first touchpoint in place.
Do I need a paid plan?
Free plans cover a Bio page, scheduling with 1 active event, a CRM of 5,000 contacts and more. Paid plans raise limits and add tools.
Can my whole team do this?
Yes. Replicate Your Team's System shows how.
Can Vutesa help me set it up?
Yes, and so can our onboarding team at no charge.
Do the use cases work together?
Yes. They all feed one CRM.
Related
Have a question about Use Cases?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
Ready to turn every conversation into growth?
Start free, then replicate your system across your whole team.