VutesaAI CRM Assistant
Ask about any lead or contact, get the timeline in plain words, and act on it without leaving the conversation.
From a question to the right record
Say who you mean. Vutesa searches your leads and contacts, opens the record and tells you what happened: bookings, video views, MySite visits, email replies, notes and stage.
Relationships, not just rows
Vutesa reads CRM relationships, so she can answer who introduced a lead, who is related to whom and who else at a company you already know.
How it works
Name the person
A lead, contact or just a description.
Read the summary
Timeline, stage, signals and relationships.
Take the next step
Add a note, change the stage, schedule or prepare a follow-up.
What's included
Find and summarize
Lead and contact lookup with a readable timeline.
Relationships
Related people, referrals and colleagues.
Create and update
Create a lead, add a note, update a stage.
Email replies and videos
Who replied, who watched, how much.
Frequently asked questions
Can Vutesa see other members' leads?
No. She reads the CRM records of the signed-in member only.
Can she create leads for me?
Yes. She can create a lead from details you give her, add notes and move a lead to another stage.
Does she read my email inbox?
She reads email replies recorded in your CRM so she can tell you who answered. She does not browse a mailbox.
Is Vutesa included on the Free plan?
Free members get the full assistant for the first 3 days after they join. After that Vutesa stays available for technical and how-to questions about using Upward, but personal actions such as reading your CRM or booking meetings need a paid plan. Paid plans keep the full assistant.
Will Vutesa change things without asking?
Not the ones that matter. Calendar activities, email and text drafts, and MySite changes such as publish, pause, archive, duplicate or delete use a prepare step: Vutesa shows you a summary and nothing happens until you confirm. Reading is limited to your own records.
Related
Vutesa AI
Vutesa works inside the tools you already use. Ask her about a lead, a meeting or a video, and she answers from your own data. Ask her to do something, and she prepares it for you to confirm.
AI Business Assistant
One assistant that knows your CRM, calendar, videos and MySites, takes real actions and asks before it does anything that matters.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Pricing
Plans for members and companies.
Have a question about AI CRM Assistant?
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.