The Agentic CRM That Works For You
Upra captures your emails, meetings and calls, keeps every record enriched and clean, and builds a living digital twin of each customer — its risks, its opportunities, its next action. The AI proposes. You confirm.
Stop filling your CRM. Let your CRM work for you.
For the executives of PME and ETI who sign — and the people who live in the CRM every day.
14-day free trial · No credit card · Onboarding by Upranauts included
“Your CRM should know what to do next — even if your sales rep doesn’t.”
The Problem
Your Team Feeds the CRM. And Still Doesn’t Trust It.
Sales teams spend their time filling the CRM instead of selling — and still don’t believe what is in it. Three failures compound, and they all end the same way.
Only a Fraction Is in the CRM
Even a well-run CRM holds a sliver of the real relationship. The rest lives in inboxes, call notes and people’s heads — and leaves with them.
A Dozen Tabs to Work One Deal
Working a deal means juggling the CRM, the inbox, the scheduler, the outreach tool and a spreadsheet. Nobody in-house has time to run all of it.
The Real Work Happens Outside
The follow-up email, the meeting prep, the account memo — all produced outside the CRM. So the system never learns from any of it.
Something Is Falling Through the Cracks
The quiet fear every executive knows: the pipeline is not honest, and a deal is slipping somewhere nobody is looking.
That fear is what Upra removes. The pipeline becomes honest, and nothing slips.
The Upra Approach
Simple and Complete. No Trade-off.
Every existing option forces a choice between simple-but-limited and complete-but-complex. Upra refuses it: one platform that captures, interprets and acts — and stays simple to live in.
Your team focuses on relationships. Upra handles the operational workload.
AI-Native and AI-Operated
Born in the AI era and actually run by AI. The AI is how the system operates — not an assistant bolted onto a form-filling tool. Capture, enrichment, deduplication, prioritization, next best action.
Zero Manual Entry
Not a feature — a product philosophy. Emails, meetings, calls and enrichment land on the right record without anyone typing. Your database stays clean on its own.
A Living Digital Twin of Every Customer
Each account carries its own state, risks, opportunities and next action, built from every interaction. Ask it to brief you before a call or explain a risk — grounded in that customer’s real history.
Sovereign by Design
EU hosting, GDPR by design, tenant isolation enforced at the database layer, and an AI stack we control on European cloud. Bring your own model with your own API key if you prefer.
Humans Included
Who is going to set all this up and migrate our data? Upranauts — the deployment and enablement experts included with every plan. They map your workflows, migrate your data, configure the agents and train your team. You don’t go live alone.
The AI proposes. The human confirms.
Full self-driving is too scary. Every suggestion is transparent — you can see which conversation, which signal, which data led to it — and you can lift the hood or override. The surface stays simple; the reasoning stays inspectable. Trust is the product.
Zero Admin CRM
Stop Filling Your CRM
Connect Google Workspace or Microsoft 365 and the CRM populates itself. Upra captures and enriches data automatically, so administration disappears and your team can keep eye contact in a meeting instead of taking notes.
Nothing falls through the cracks anymore.
Before Upra
With Upra
Customer 360 — the digital twin
Every Relationship, One Living View
Each customer record is a living digital representation built from every interaction: timeline, conversations, engagement, health, risks, opportunities — and the next move, with the reasoning behind it. Ask the record to brief you before the call.
Laura Reed
CFO at Acme Corp
Activity timeline
Intelligence
Churn risk: medium
Expansion: high
Next: schedule QBR
Why? Renewal in 40 days, 2 open questions
Ask Upra
Your CRM, Conversational
Summarize an account. Find who to contact next. Draft the follow-up. Ask Upra answers from your own CRM data — real answers grounded in that customer’s actual history, not a generic chatbot.
Your top 3 deals by close probability:
Want me to draft the follow-ups for your review?
Signals inbox
One Queue. Nothing Slips.
Priority, AI win probability, structured next action and risk signals — stalled deal, champion left, competitor mentioned, no activity — in a single decision queue. The rep opens Upra and knows exactly what to do next.
Discovery
12
Proposal
8
Negotiation
5
Closed
3
Proposed next actions
Processes
Build Workflows, Not Busywork
Visual workflow builder with triggers, conditions, multi-step actions and agent hand-offs. Automate the repetitive work; keep the human on the decisions that matter.
Trigger
New deal created in pipeline
Condition
Deal value > 10 000 €
Action
Draft welcome email
Action
Activate Deal Risk agent
Wait
3 days, then follow-up task for approval
Upra Extension
Sell Where You Work
Bring your CRM into the tools you already use. With the Upra Extension, capture, context and tracking come directly into Gmail, Outlook and LinkedIn — no more switching tabs.
Follow-up call?
Today, 9:43Lauren Bailey
lauren@omega-inc.com
Hi Michael,
Our team has reviewed the documents you sent over and we’re interested in continuing the conversation.
Would you mind setting up a follow-up call next week?
Thanks,
Lauren Bailey
Contact
Lauren Bailey
SVP, Technology
Account
ETI · Technology
Engagement
Open deals
Lauren opened your proposal 3 times this week. High intent — schedule a call today?
“Your CRM shouldn’t be another tab. It should live where you work.”
No Tab Switching
Your CRM appears directly inside your inbox and LinkedIn.
Real-Time Context
Always know who you are talking to — account, deals, signals.
One-Click Capture
Add contacts and companies from any email or profile.
Engagement Tracking
Opens, clicks and visits feed the record automatically.
Platform Overview
One Platform Instead of Four Tools
CRM, omnichannel inbox, scheduling, dashboards and AI agents in one place — at a fraction of the total cost. Stop paying for commodity software and a patchwork around it.
Core CRM
Contacts, accounts, leads, deals, cases and activities. Custom objects created in plain language, saved views, guided migration from other CRMs.
Omnichannel Inbox
Email, WhatsApp, LinkedIn, SMS, Telegram and web chat in one inbox. Send from the CRM on any channel — no separate outreach tool.
Intelligence & Signals
A living digital twin per customer, one decision queue: priority, win probability, structured next action, risk signals.
Sales
Visual pipelines, forecasting, AI deal scoring, quotes and orders, playbooks and cross-sell suggestions.
Marketing
Leads, campaigns, segments and lists, lead-scoring rules, marketing automations and attribution.
Customer Service
Tickets with AI classification, sentiment and suggested replies, knowledge base, web chat widget for your own site.
Ask Upra & Agents
Conversational assistant over your data, built-in agent catalog, no-code Agent Builder, three operating modes, governance.
Processes
Visual workflow builder: triggers, conditions, multi-step automations and integrations.
Dashboards & Reports
Describe the analysis in plain language and get the widget. Scheduled reports sent to anyone, on any frequency.
Booking & Forms
Scheduling links and pages, reminders, paid bookings on your own domain. Public forms that create CRM records.
Pulse & Extension
Team feed with AI digests and risk alerts. Upra inside Gmail, Outlook and LinkedIn with the Chrome extension.
Platform & Sovereignty
REST API, webhooks, SDK, installable packages, RBAC, SSO, MFA, audit logs, GDPR controls, EU hosting.
Ask Upra
Talk to Your CRM. It Talks Back.
Ask Upra lets you operate the CRM in natural language — and lets you interrogate any record. The answer comes from that customer’s own history, not from a generic chatbot.
I found 3 deals at risk this quarter:
Want me to draft re-engagement emails for your approval?
Upra Agents
A Workforce of Agents Running Your CRM
Agents continuously observe events and do the operational work — drafting the follow-up, qualifying the lead, preparing the meeting. The human confirms. Nothing is edited behind your back.
Sales
- Lead Qualification agent
- Deal Risk agent
- Follow-Up agent
- Second Touch agent
- Meeting Prep agent
Marketing
- Campaign Optimization agent
- Segmentation agent
- Lead Nurturing agent
Customer Success
- Customer Health agent
- Renewal agent
- Expansion agent
Data
- Enrichment agent
- Duplicate Detection agent
- Data Quality agent
Suggestion mode
The agent proposes; you decide and act.
Approval mode
The agent prepares the action; one click to approve.
Autonomous mode
For the routines you trust — with a full audit trail.
Agent Builder & Skills
Define custom agents by trigger, context, reasoning and actions — no code. Reusable skills (weekly sales review, account brief) run in one keystroke.
Agent Governance
Permissions, audit log and spend budget per agent. Every proposal shows the conversation, signal and data behind it.
Your Choice of Model
Upra-managed models hosted on European cloud by default — or plug in the provider of your choice with your own API key.
The Upra Platform
A CRM Platform Designed for the AI Era
Traditional CRMs were built as rigid databases. Upra is an open platform that adapts to your business — and keeps your data under your control.
Built for Europe. Sovereign by Design.
For companies that require privacy-first infrastructure: EU data residency, GDPR compliance, multi-tenant isolation tested in CI, an AI stack we control end to end on European cloud, and private-cloud or on-premise deployment for Enterprise.
Security & SovereigntyUpranauts
Who Sets It Up and Migrates Your Data? We Do.
When you choose Upra, you don’t just get software. You get Upranauts — the customer-success operators who deploy, migrate, configure and run Upra with you. Included in every plan, not sold as professional services.
Included With Every Plan
Not an add-on. Not professional services.
Trial & Pro
Onboarding
sessions included
Enterprise
Dedicated
Upranaut + full migration
“We’ll make sure this works.”
Pricing
One Price. Four Tools Replaced.
Every new account starts with a 14-day trial, no credit card required. Upgrade inside the product when you are ready. Onboarding by Upranauts is included.
Pro
The full platform
Everything Upra does, for the whole team, with a monthly AI allowance included — enough for normal daily use.
- CRM, contacts, accounts, deals, cases
- Omnichannel inbox: email, WhatsApp, LinkedIn, SMS, web chat
- Google Workspace & Microsoft 365 sync — zero manual entry
- Ask Upra, agent catalog and Agent Builder
- Intelligence engine, signals inbox, AI deal scoring
- Booking pages, forms, dashboards, processes
- Chrome extension for Gmail, Outlook and LinkedIn
- REST API, webhooks, packages
- Monthly AI usage allowance included
- Priority support
Enterprise
Sovereignty and scale
For organisations that require private-cloud or on-premise deployment, advanced security and compliance, and a full-service migration.
- Everything in Pro
- Private cloud or on-premise deployment (one-command install)
- SSO, advanced RBAC, audit and compliance reporting
- Custom data residency and retention
- Bring your own AI model with your own API key
- Full-service migration from Salesforce, HubSpot and others
- Dedicated Upranaut and SLA
Credits for heavier usage
Heavier AI usage and data enrichment are bought as credit packs on top of the Pro allowance. That keeps the entry price honest while covering real AI costs.
Prices in EUR, excluding VAT. Billed monthly per user. Cancel anytime. See the Terms of Use and Refund Policy.
The total-cost story
Stop Paying for Commodity. Pay for Direct Value.
SMBs pay heavily for a big-name CRM they barely use, plus a patchwork around it. Upra replaces the stack — CRM, scheduling, outreach and inbox — in one platform.
Typical stack today
- AI-tier CRMper user / month at incumbent vendors 70 – 90 €
- Scheduling toolper user / month 10 – 15 €
- Outreach / sequencing toolper user / month 50 – 100 €
- Shared inbox / chat toolper user / month 15 – 30 €
Indicative public list prices, per user per month. Plus the time nobody in-house has to run all of it.
With Upra
25 € HT / user / month
- CRM with intelligence engine and agents
- Omnichannel inbox and outreach on every channel
- Booking pages on your own domain
- Dashboards, processes, forms, extension
- Upranauts onboarding and migration support
One platform. One invoice. Nothing to stitch together.
We Don’t Do Generic Demos
Tell us about your business and we build a demo of Upra on your workflows, your objects, your pipeline. You see your own company running on Upra — within 24 hours.
FAQ
Frequently asked questions
Is Upra AI-native or AI-operated?
Both. AI-native means Upra was designed for the AI era rather than retrofitted with a copilot: the architecture, the data model and the workflows assume the AI is there. AI-operated means the CRM is actually run by AI day to day — capture, enrichment, deduplication, prioritization, next best action and execution — within the autonomy level you configure. The AI proposes; the human confirms.
Who is going to set all this up and migrate our data?
Upranauts. Every plan includes deployment and enablement experts who map your workflows, migrate your data from your current CRM (Salesforce, HubSpot, spreadsheets and others), configure the agents and train your team. Enterprise customers get a dedicated Upranaut and a full-service migration. Nobody in-house needs to become a CRM administrator.
Which Google and Microsoft data does Upra access?
When you connect a Google Workspace or Microsoft 365 account, Upra requests access to sign-in, mail (read and send), calendar and contacts so it can log conversations, schedule meetings, send the emails you approve and keep records current. Access is optional, granted per user, and revocable at any time from Upra or from your Google or Microsoft account. Upra’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.
Read the Privacy PolicyWhere is data hosted and how is it secured?
Upra is hosted in the European Union with EU data residency. Data is encrypted in transit and at rest, backups are encrypted, and tenant isolation is enforced at the database layer and tested in CI. Role-based access control, MFA, SSO and audit logs are available. Enterprise customers can choose private-cloud or on-premise deployment.
Security & SovereigntyCan I use my own AI model?
Yes. By default Upra runs models it manages on European cloud (Scaleway, France), so the content you process stays in the EU. You can also plug in the provider of your choice with your own API key. Customer data is not used to train models.
What are agents and how do they work?
Agents are routines that continuously observe CRM events and do operational work: follow-up, second touch, lead qualification, deal risk, meeting prep, enrichment, data quality, customer health, expansion. You can build your own with the no-code Agent Builder. Each agent runs in one of three modes — suggestion, approval or autonomous — with permissions, an audit log and a spend budget.
What does the omnichannel inbox cover?
Email, WhatsApp, LinkedIn, SMS, Telegram and web chat, in one inbox. You send from the CRM on any of these channels, and every exchange is attached to the right contact and account automatically — no separate outreach tool.
How does pricing work?
Pro is 25 € HT per user per month and includes the full platform with a monthly AI allowance. Heavier AI usage and enrichment are bought as credit packs. Enterprise is on quote. Every account starts with a 14-day trial, no credit card required, and you can cancel anytime.
Refund & cancellation policyNothing Falls Through the Cracks Anymore.
More time with customers, less time feeding software. Start your 14-day trial today, or let us build a demo on your own workflows.