Solutions · Grow revenue
Sales AI, from first lead to renewal
Upmark Labs builds AI for sales teams, founders who sell and revenue operations leads: agents that research prospects, qualify and route leads, draft outreach for approval, book meetings, keep the CRM current and flag deals at risk. Each build has a fixed scope and a fixed price, shown before you buy. Order it online, or talk to an expert first. To compare prices and order, see all sales AI products.
What problems does sales AI solve?
Research, data entry and chasing take hours that reps could spend talking to buyers. The products in this area take on that repeat work and leave the judgment with your reps.
If any of these sound familiar, this is the right area to start in:
- Reps research each account by hand before they can write a first email.
- Inbound leads wait in a shared inbox, or land with the wrong rep.
- Prospects go quiet after one message and nobody follows up.
- The CRM is out of date, so every pipeline review starts with cleanup.
- Stalled and slipping deals show up in the forecast too late to save.
- Renewal and upgrade conversations start after the customer has already decided.
What do we build for sales teams?
Each product handles one sales job and connects to the tools you already run, such as HubSpot, Salesforce, Zoho CRM, Pipedrive, Gmail or Outlook, and Google or Outlook Calendar. They read deal stage, owner and history before they act, and they follow the qualification criteria and routing rules you set.
Beyond the products listed here, AI Sales Call Analysis transcribes sales calls and picks out next steps and risk signals, and AI Sales Forecasting writes a weekly forecast from your pipeline with the reasoning behind each number.
- AI SDR Agent: researches prospects, writes personalized first-touch emails and sequences them, with every message approved by a rep.
- AI Lead Qualification Agent: holds a short conversation with each inbound lead and scores it against your criteria.
- AI Lead Routing Agent: sends every new lead to the right rep by territory, segment and capacity.
- AI Follow-Up Engine: picks up leads that went quiet, using what was said in earlier conversations.
- AI CRM Assistant: turns emails and calls into updated records, notes and next steps.
- AI Renewal Agent: runs your renewal cadence, prepares a summary for each renewal and raises risk early.
How does a sales AI project run?
Every product page shows the scope before you pay: the systems we connect, the workflows we build, the testing we run and the rounds of changes you get. The price and the delivery time are fixed and shown on each product, so you know what you get before you order.
Third-party costs, such as AI model usage, hosting and your CRM plan, are billed to your own accounts. You own the provider relationships, and nothing runs through us.
- Intake: you share CRM admin access, your ideal customer profile, your qualification criteria, and your playbook or sample emails.
- Build: we configure the workflows, prompts and guardrails, and connect the agreed systems.
- Testing: we run the agreed test scenarios and send you the test report.
- Review: you check the results and request changes within the agreed rounds.
- Launch and support: you get an admin guide, a recorded handoff session and a period of post-launch support.
How do you choose the right sales product?
Start with the stage where your team loses the most time. If you need more prospects, look at the AI Lead Generation Engine or the AI Prospect Research Agent. If inbound leads wait too long, pair the AI Lead Qualification Agent with the AI Lead Routing Agent. If deals stall, AI Pipeline Intelligence flags stalled, at-risk and slipping deals. If revenue slips away after the sale, look at the AI Renewal Agent or the AI Upsell Agent.
If your CRM is already chosen, check for an edition built for it. Several products come in editions connected natively to HubSpot, Salesforce, Zoho CRM, Pipedrive, Microsoft Dynamics 365 or GoHighLevel, and the booking products come in editions for Calendly and Cal.com. Industry editions adapt a product to sectors such as SaaS, financial services, recruitment and home services.
If you want one view of where revenue is won and lost across marketing, sales and customer data, AI Revenue Intelligence connects those sources. If nothing fits, book a discovery call and an expert will scope it with you.
Sales AI in the Store
AI Referral Engine
Asks happy customers for referrals at the right moment and tracks referred deals.
AI Territory Intelligence
Maps accounts to territories and highlights whitespace by region.
AI Lead Routing Agent
Routes each new lead to the right rep by territory, segment and capacity.
AI Customer Scoring
Scores accounts and leads on fit and intent using your historical wins.
AI Sales Agent
Engages, qualifies and nurtures leads through conversation and hands sales-ready deals to reps.
Browse the Store by category: Sales & Revenue
Questions buyers ask
Will the AI send emails to prospects on its own?
No. Products such as the AI SDR Agent and the AI Follow-Up Engine include a human approval step before any outbound message is sent. The AI researches the prospect and drafts the message, then a rep approves, edits or rejects it. During intake you name the approver for each action that needs a person, so the rules match how your team already works.
Which CRMs and sales tools do these builds connect to?
The typical connections are HubSpot, Salesforce, Zoho CRM, Pipedrive, Gmail or Outlook, and Google or Outlook Calendar. Some products also come as editions connected natively to Microsoft Dynamics 365 or GoHighLevel, and booking products have editions for Calendly and Cal.com. Each product page lists exactly which systems are included in its scope, and whether access is read-only or read and write.
Can it follow our own qualification method and sales playbook?
Yes. Qualification criteria and routing rules are configured from what you give us, not from a generic template. The AI Lead Qualification Agent scores leads against your criteria, the AI Sales Email Agent drafts replies from deal context and your playbook, and AI Sales Coaching reviews calls against your methodology. If your playbook changes later, updates can be made through a maintenance plan.
What do we need to provide before the build starts?
For most sales products: admin or API access to your CRM and the other connected systems, your ideal customer profile and qualification criteria, your playbook, real sample emails or conversations, and one person who approves decisions. Analytics products such as AI Sales Forecasting also need read-only access to each data source, your metric definitions and enough historical data to check results against. Late intake items move the delivery date.
What does a sales AI build cost to run after launch?
The build price is paid once. Running costs are billed by the providers to your own accounts, mainly AI model usage and hosting, on top of the CRM plan you already pay for. Each product page shows a running cost estimate for that build. An optional maintenance plan is billed monthly and can be cancelled any month.
What if we need something outside the listed scope?
Extra channels, systems, languages or workflows are available as add-ons. For anything else, add a custom requirements note at checkout and you receive a written Change Quote; that work starts only after you accept it, and your order keeps its normal timeline. Migrating historical data and writing source content are outside the standard scope. Larger projects go through the custom AI enquiry form.
Pick the sales task that costs your team the most hours each week.
Order a fixed-scope build from the Store, or book a discovery call and choose your first sales product with an expert.