The Problem
Your CS team is leaving expansion revenue on the table
Expansion costs half what new logos cost. Yet 90% of SaaS companies still rely on manual playbooks, quarterly reviews, and gut instinct to drive upsells. The window closes before your team even sees it.
The old way
- ✕Manual health scores updated weekly — or never
- ✕CSMs pick upsell candidates based on intuition
- ✕Outreach templates copy-pasted by hand
- ✕Expansion tracked in spreadsheets
- ✕Opportunities missed at quarter-end rush
The Upswell way
- ✓Automated scoring runs daily across all accounts
- ✓ML identifies opportunities your team can't see
- ✓LLM-personalized outreach fires automatically
- ✓Every action tracked and attributed to revenue
- ✓Never miss a window, regardless of team bandwidth
How It Works
Four layers. Fully autonomous.
Ingest & Connect
Upswell plugs into your CRM, product analytics, billing, and support data in under 30 minutes. No ETL, no data warehouse, no engineering sprint.
Score & Predict
Our ML engine scores every account daily on expansion readiness — combining usage signals, health metrics, and firmographic context into a single Upsell Score.
Act Autonomously
When the score hits threshold, Upswell fires personalized actions: an email from the CSM, a Slack nudge to the AE, or a triggered in-app message — all without human input.
Personalize with LLM
Every outreach is generated by an LLM trained on your product vocabulary, customer context, and proven upsell scripts — not generic templates.
Results by Vertical
Built for SaaS verticals with complex expansion
Seat expansion at renewal
Matter volume upsell signals missed
Module adoption plateau
Usage-based tier migration
What Customers Say
Teams that stopped managing upsells manually
“We had Upswell connected to our Salesforce and Mixpanel in 45 minutes. By day 7, it had already flagged 12 accounts we had completely missed. Three of them converted.”
“I've evaluated Gainsight, Totango, and ChurnZero. None of them do autonomous action. Upswell is the only tool that actually moves — not just reports.”
“Our CSMs were drowning in manual playbooks. Upswell cut their upsell prep time by 80% and our expansion ARR went from 18% to 34% of total new ARR in one quarter.”
Checkout
Pick a plan and start capturing expansion revenue now.
Checkout is hosted by Stripe and includes Starter, Growth, and Enterprise. Choose the plan that fits your account volume and connect your stack after purchase.
Monthly billing via Stripe · 3 plans live · Upgrade anytime