Upsense OSLP
Lena P.
WHATSAPP
“How do I pay the deposit?”
Followed up · closing
Follow-up-centric Sales OS
Companies don't lose leads. They lose follow‑up.
Upsense turns follow-up into a system — every conversation, the right action, on time.
Deals
24
Value
$184k
Win rate
68% ↗
New3
Acme Corp
$12,000
1d ago
Bright Inc
$8,400
3d ago
Nova Ltd
$5,200
5d ago
Active2
Orion Co
$24,000
8d ago
Peak SaaS
$16,500
12d ago
Won2
Atlas Group
$31,000
2d ago
Cube HQ
$19,800
6d ago
Elif Aydın
Can I get a price?
Mert · Orion
Thanks, will check
Sara · Peak
Still thinking…
EA
Elif Aydın
WhatsApp · New lead
Saw your hair transplant package. Can I get a price?
Hi Elif! Preparing your personalized quote now.
Suggested: send personalized quote
EAHot
Elif Aydın
New lead · WhatsApp
00:00:08
✓ Follow-up sent — quote delivered
MTDue today
Mert · Orion Co
INSTAGRAM DM
Incoming lead · Elif A.
Lang: Turkish → Mert
MT✓
Mert T.
TR · 4 active
AK
Aylin K.
EN · 7 active
No reply · 24h
Send WhatsApp follow-up
Notify Mert
Live
elif-aydin.lead12 KB
mert-orion.lead9 KB
sara-peak.lead7 KB
john-m.lead5 KB
Follow-up Playbook
1 · Reply in under an hour2 · Three touches minimum3 · Every silence gets a follow-up4 · No follow-up = no sale.
JAN–JUNWin rate 68% ↗
0:42 / 1:30
Sales now happens across
WhatsAppInstagram DMWeb chatAd formsInbound calls
In one line
No follow-upno sale.
A deal's pulse is follow-up. When it stops, the conversation cools and the opportunity flatlines. Upsense has one job: keep that pulse alive.
01 — Problem
It's not the lead. It's the follow-up.
The same demand sits in all four conversations. The only difference is which one got followed up. Followed up stays warm; forgotten goes cold — and to a competitor.
AK
Ahmet K.
INSTAGRAM DM
“Can I get a price?”
3 days · no reply
SD
Sara D.
WEB CHAT
“Still thinking…”
Forgotten
JM
John M.
AD FORM
“Waiting for a quote.”
Lost to a competitor
interest → delay → cold. The gap is a follow-up gap.
02 — System
Not a reminder. The operating system for sales.
Six capabilities wired to one purpose: connecting every conversation to the next right action.
01
Conversations
Every channel in one live stream — WhatsApp, Instagram, web, forms.
02
Lead assignment
Every lead auto-routed to the right rep. None left unowned.
03
Follow-up engine
Who, when, with what action — decided and fired by the system.
04
Suggested actions
The next right step for each conversation, ready to send.
05
Pipeline
Run it inside Upsense, or keep your CRM in sync.
06
Manager control
What slipped, who is on it, which deals are at risk.
03 — Flow
Scattered conversations → a sales system.
01
CaptureEvery channel
“Can I get a price?”
WhatsAppIGWeb
02
AssignRight rep, instantly
MTMert T.✓
03
Follow-upThe system fires
02:00:00
04
ActThe suggested step
Quote_Elif.pdf
Sent
05
CloseMoves to Won
Elif A. · $9,600
Won
04 — Automations
Describe it. AI builds the automation.
Upsense ships with an n8n-style automation canvas. Build flows by hand — or tell the AI copilot what you want in plain language, and watch it assemble the flow for you.
AI CopilotBuilds automations
If a lead doesn't reply in 24 hours, send a WhatsApp follow-up and notify Mert.
On it — adding a trigger, a follow-up and a notification.
Describe an automation…↵
No reply · 24h
Trigger · WhatsApp thread
Send WhatsApp follow-up
Template · gentle nudge
Notify Mert
In-app + email
Still quiet? Book a call
Branch · after 2 days
Automation live
05 — The new eraThe CRM era kept records.
The CRM era kept records.
The Sales OS era runs the sale.
Upsense is built for the new era — and fluent in the old one. Start without replacing your CRM; go full Sales OS when you're ready.
The new way
A standalone Sales OS.
Not a database that stores records — an operating system that moves the sale forward. Pipeline, conversations, follow-up and AI automations in one action-first system.
Pipeline, leads and follow-up — one system
AI automations built in
No CRM license · set up in a day
Backward compatible
Still on a CRM? Fine — we speak it fluently.
Upsense runs as a smart action layer on top of your current CRM: two-way sync, every action written back, no migration. When you're ready, switch to the full Sales OS.
⇅Two-way sync
SalesforceHubSpotZohoBitrix24Pipedrive+ yours
06 — Vs
A CRM keeps records. A Sales OS runs the action.
Capability
Traditional CRM
The core job
Stores records
Runs the next action
Conversations
Logged manually
Captured from every channel
Follow-up
Left to memory
Systemized and scheduled
Lead ownership
Often unclear
Auto-assigned, never orphaned
Manager sees
Past data
What slipped and what is at risk
Automations
Manual work, no triggers
Data-driven flows — built by AI
Outcome
A record of the past
More closed deals, same team
07 —Health tourism
The most follow-up-dependent sales there is.
High volume, multi-channel, long decision cycles. From a patient's first question to a closed deposit, every step needs follow-up — and Upsense was born here first.
Health tourism is our proving ground — the same engine runs any sales team: real estate, education, agencies, B2B services.
WhatsApp-firstMulti-languageLong cycleAny industry
01Patient inquiryWhatsApp
02Photos receivedCaptured
03Doctor consultAssigned
04Quote sentTracked
05Follow-up scheduledDue
06Deposit closedWon
08 — Value
Close more — without hiring more reps.
More capacity
More simultaneous conversations per rep.
Faster reply
The first meaningful follow-up happens sooner.
Fewer leaks
Fewer deals lost to forgotten follow-up.
Pilot program · early teams
Tie your sales to a system, not to individuals.
Upsense turns follow-up into a system, connecting every conversation to the next right action.
Free during early access. No credit card.