Know Everything Before
the Meeting Starts
AI researches your prospects so you walk in prepared. CRM enrichment, company analysis, and a 90-second brief delivered before every meeting.
14-day free trial. No credit card required. Cancel anytime.
Everything You Need to Walk In Prepared
Miles, your AI research agent, digs into every prospect so you never walk into a meeting cold.
CRM Enrichment
Pulls contact history, deals, notes from HubSpot/Salesforce/Pipedrive before every meeting. Walk in knowing the full relationship history.
Company Research
AI-powered company analysis: funding, headcount, tech stack, recent news via Google News + Crunchbase. Know who you are talking to.
90-Second Brief
Structured prep format: Who They Are, Their Company, Prior History, What to Lead With, Likely Objections, and Suggested Opener.
4 Sales Frameworks
Score deals with MEDDIC, BANT, MEDDICC, or SPICED methodology. AI coaching tips included to sharpen your approach.
Cross-Product Intelligence
Pulls prior UpRoute call transcripts and UpSchedule meeting history automatically. Full context, zero manual digging.
Multi-Channel Delivery
Brief delivered via email + Slack + dashboard card before every meeting. Never walk in unprepared again.
6 Vertical Brief Templates
Pre-built research templates for SaaS, real estate, healthcare, financial services, agency, and default verticals. Each template surfaces the most relevant prospect signals for your industry.
How It Works
Meeting Booked
A meeting is booked via UpSchedule, or you manually trigger a research brief for any contact.
Parallel Research
UpSeek researches the company and contact simultaneously — CRM history, funding, news, tech stack.
Brief Generated
AI generates a 90-second skim brief with confidence score and framework scoring.
Brief Delivered
Brief delivered to the rep via email, Slack, and dashboard card before the meeting starts.
Simple, Transparent Pricing
Start with a 14-day free trial on any plan. No credit card required.
Starter
For individual reps
- 1 user included
- 10 briefs/mo
- 1 CRM integration
- Email delivery
- 90-second brief format
- Company research
- Email support
Pro
For sales teams
- Up to 5 users
- Unlimited briefs
- All CRM integrations
- Slack + email delivery
- 4 sales frameworks (MEDDIC, BANT, MEDDICC, SPICED)
- AI coaching tips
- Confidence scoring
- Dashboard cards
- Priority support
Team
For organizations
- Up to 15 users
- Everything in Pro
- Cross-product intelligence
- UpRoute transcript integration
- UpSchedule history sync
- Custom brief templates
- API access
- Dedicated CSM
Enterprise
Custom pricing for your organization
- Unlimited users
- SSO / SAML authentication
- Custom SLA (99.9%+ uptime)
- Dedicated Customer Success Manager
- Custom brief templates & frameworks
- CRM deep integration (custom fields)
- Compliance & audit logs
- Custom data retention policies
- API access with dedicated rate limits
- Security review on request
All plans include the dashboard. Cross-product intelligence available on Team plan.
Stop Guessing. Start Knowing.
Join sales teams using UpSeek to walk into every meeting fully prepared with AI-powered research briefs.
The Up Product Family
One platform. Your AI agents share context.
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Voice & SMS triage and dispatch — maintenance requests, field service, and 24/7 bilingual coverage
UpSchedule
AI booking pipeline — scheduling, pre-meeting briefs, and post-meeting follow-ups
UpSeek
Pre-meeting intelligence — AI prospect research, CRM enrichment, and 90-second prep briefs
UpVault
Investor relations, data rooms, pipeline management, and fundraise readiness scoring
Every interaction makes your AI smarter. No manual retraining required.