Power Your Productivity with an AI Assistant

Busy People Like You Do More With Upton

Business

Perfect for busy professionals who need to manage complex schedules, multiple projects, and client communications efficiently. Upton helps you stay organized and productive by centralizing your calendar, project tracking, and business operations in one intelligent platform.

Whether you're an executive assistant coordinating meetings, a sales professional managing client relationships, or a consultant juggling multiple projects, Upton provides the tools to streamline your workflow. Generate quotes and invoices, track project milestones, and ensure nothing falls through the cracks as you scale your business.

Trades

Streamline your contracting business with intelligent project management tools designed specifically for trades professionals. Upton helps you schedule appointments efficiently, manage multiple job sites, and coordinate with your team seamlessly.

Generate professional quotes and invoices, track project progress in real-time, and keep clients informed with automated updates. From electricians and plumbers to contractors and landscapers, Upton provides the tools you need to grow your business, improve customer satisfaction, and stay organized across all your projects.

Trades professional in a truck using the Upton app with quote, invoice, and message notifications

Why Upton Helps

Too Busy for Tools

Email, calendars, CRMs, meetings, and messages are everywhere. Upton’s AI agents keep everything connected and moving.

Information Overload

Sales, recruiting, marketing, customer support. Finding the right information and switching between roles all day slows your business down.

Lost in the Shuffle

Notes disappear, tasks pile up, and important next steps get missed. Upton helps keep you and your team aligned and on track.

What Upton Can Do

Customer Intelligence

Pull together customer notes, documents, past conversations, and meeting history in one place.

Marketing Automation

Manage email campaigns, social content, outreach, reporting, and customer engagement from one place.

Sales Pipeline

Track leads, follow-ups, proposals, and deals across email, meetings, and your CRM automatically.

Smart Scheduling

Coordinate meetings, book appointments, and manage team calendars without endless back-and-forth.

AI Inbox

Surface important emails, customer conversations, and action items before they get missed.

Projects & Service Work

Track projects, service requests, deliverables, and client work across your business.

Tasks & Follow-Ups

Turn conversations into organized tasks, reminders, and next steps for your team.

Knowledge & Documents

Instantly find proposals, invoices, contracts, notes, and documents when you need them.

AI Workflows

Build AI-powered workflows that automate repetitive business processes and keep work moving.