UpStackCRM
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An assistant that knows your business

Ask it to write an email in your voice, find who has not replied, or draft a lesson outline. It sees your contacts, deals and settings. When it wants to change something, it asks first.

Replaces separate ai writing tool.

The Today screen

What you can do

Writes in your voice
Set your tone once in the brand kit and it follows it.
Finds things
Ask for contacts who have not replied in a week or deals over a certain value.
Asks before changing anything
You approve each change before it happens.
Daily plan and weekly briefing
A short list of what needs you today and a summary of the week.
Answers from your knowledge base
The front desk assistant replies using the articles you wrote.
Use your own key
You connect your Anthropic key and pay for usage directly.

Setting it up

  1. Connect your key

    Paste it into integrations.

  2. Ask a question

    Type what you want in plain words.

  3. Approve changes

    Review each suggested change and click to apply.

Questions

Works with email and text campaigns and contacts and crm.

Do I need my own AI account?

Yes. You connect your own key, so usage is billed to you at the provider's rates.

Does it change things without asking?

No. It asks for your approval before it changes anything in your account.

Click around a real account

The demo opens a sample coaching business with contacts, deals, a course, bookings and invoices. No sign-up, and it erases itself when you leave.