Built for consultants

As a consultant, your value comes from solving complex problems, building client relationships, closing business, and helping companies make better decisions. Not chasing leads, managing sales follow-ups, coordinating projects, writing status updates, and handling operational busywork. Upton automates the work around the work so your team can stay focused on delivering results.

Generate More Qualified Leads

Generate More Qualified Leads

  • Create more inbound opportunities through email campaigns, newsletters, and social content
  • Turn referrals, networking, website traffic, and outreach into organized leads and conversations
  • Keep your firm top-of-mind with prospects and past clients
  • Personalize marketing communication without adding more manual work
  • Track which campaigns and channels are actually generating business
Turn More Opportunities Into Clients

Turn More Opportunities Into Clients

  • Move leads from first conversation to proposal to closed business without losing momentum
  • Keep sales follow-ups, meetings, quotes, and client communication organized in one place
  • Give consultants full client context before every conversation
  • Stay on top of long sales cycles, multiple stakeholders, and next steps
  • Improve visibility into pipeline health, projected revenue, and upcoming work
Deliver Client Work More Efficiently

Deliver Client Work More Efficiently

  • Keep projects, deliverables, meetings, tasks, and client communication aligned
  • Reduce delays caused by scattered information and disconnected systems
  • Give teams visibility into timelines, priorities, and project status
  • Keep clients informed without creating additional administrative overhead
Let AI Handle the Busy Work

Let AI Handle the Busy Work

  • Generate personalized email campaigns, follow-ups, and social content for prospects and clients
  • Create meeting summaries, proposals, status updates, and client communication automatically
  • Surface relevant emails, notes, files, and project updates before meetings
  • Keep CRM and client data cleaner and more up to date
  • Automate reminders, task tracking, and operational workflows across your firm