Features of UPWARD
AI agents automatically aggregate real-time sales data into the CRM. By leveraging data that accurately reflects on-the-ground conditions, you can make strategic business decisions—such as identifying priority customers and initiatives, and optimizing staff allocation.
Get to Know UPWARD
Functions
Data is automatically "collected"
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特許技術 Patented Automatic detection of stay log
The app detects and automatically displays potential companies to visit. This can significantly reduce the time and effort required for reporting.
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AI Meeting Notes
AI analyzes the content of conversations and automatically generates reports.
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AI Business Card Scanning
Snap a photo of a business card with your smartphone and instantly register it in your CRM. It automatically updates the contact information for the person you visited.
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AI Image Scanning
For example, you can photograph various information such as handwritten application forms, vehicle registration certificates, and license plates, and register them in the CRM.
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Easy reporting & management
Templates for report content can be set. Daily and monthly reports can be easily produced without variation.
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Auto call logging
Call logs are automatically recorded in the CRM. Easy reporting even when on the road.
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Voice input
Text can be entered only by voice. No-tap recording even when your hands are occupied.
"Leveraging Data for Business Decisions "
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Customer mapping function
Visualize the priority of visits based on the color and size of the pins. This enables you to conduct strategic visits to the places you need to go.
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AI Scheduler
Automatically generates recommended visit routes based on visit priority, location information, and transportation methods.
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Dashboard
You can analyze accumulated activity data based on various criteria, such as by team, fiscal year, sales office, and more.
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Customer record
Key personnel's business cards, past sales records and other customer data remain, so handover is easy.
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Industry map linkage
It can be linked to maps that match the characteristics of the industry, for example, the blue map used in the real estate industry.
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Chat linkage
Share sales activity information in real time across the entire company. Promote cross-departmental collaboration.
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Push notifications
Timely notification of customers near your current location. Assists you in visiting customers in between activities.
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Nearby search
Allows you to quickly check nearby customer information. You can also narrow down your search by keyword.
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Route planning
Navigate the quickest and easiest way to the destination of your visit with a single tap operation.
A full overview of the benefits and best practices of the introduction of the system
Download a free set of 3 documents