Upcall

BACKGROUND

Please describe your company and your position there.

Founder & General Manager

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Upcall?

We wanted to increase our outbound productivity. Upcall was hired to contact 700 leads and book demos for our product

SOLUTION

How did you select this firm and what were the deciding factors?

We read great reviews. They were based in the US and the pricing fit our budget.

Describe the project in detail and walk through their service package.

We provided Upcall 700 leads to contact over the period of 1 month. each lead was going to receive 5 calls and the goal was to book a meeting with our AEs.

How many resources from the vendor's team worked with you, and what were their positions?

A manager and a team of BDRs

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We are less than half way through the month and the team has booked 3 calls and 18 leads requested more information.

How effective was the workflow between your team and theirs?

Our workflow was very effective. They were live in 24 hours and a portal that was very easy to use for the team. The management is responsive.

What did you find most impressive or unique about this company?

Quick grasp of the product and able to speak about it knowledgably.

Are there any areas for improvement or something they could have done differently?

No

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Gulf Coast RE Group LLC, a real estate company. We help buyers and sellers in residential real estate to accomplish their goals when it comes to making a move regarding their properties or purchasing one.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish for your residential real estate business?

We hired Upcall to work as a backup for our internet leads. Our agents work the leads for so long, and if they still have no success, they’re sent to a separate database where we have Upcall work them for the agent. The goal is to pull out more “at bats” with the leads we have without slowing down our agents’ day-to-day operations.

SOLUTION

What was the scope of their involvement?

Upcall makes five call attempts to reach the prospect. Once they get the prospect on the phone, they set up an appointment for them to chat with one of our agents. The team also provides a very detailed customer dashboard so we can review progress and even listen to the phone call recordings.

What is the team composition?

We work with 2–5 teammates from Upcall.

How did you come to work with Upcall?

We found Upcall through an AI search engine and chose them over other options because of their high ratings.

How much have you invested with them?

We’ve spent around $10,000.

What is the status of this engagement?

We started working with Upcall in October 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Upcall does a great job and delivers what they say they’re going to do. We’re currently turning another 2%–4% of our leads into appointments, where before, they were going to waste. The number of appointments set is our gauge for progress.

How did Upcall perform from a project management standpoint?

Upcall’s project management is quick and responsive. We communicate via email and messaging apps.

What did you find most impressive or unique about them?

We can use Upcall’s system whenever we see fit and whenever it works for our model. There’s no contract with minimum spend. We load the data we want their team to work on, get charged for the number of pieces of data the call team will be working on, and they get to work. Because of this, it’s a universal system that fits any model. It’s very smart on their end.

Are there any areas they could improve?

Some callers are higher quality than others. That’s the only thing they can improve on.

BACKGROUND

Introduce your business and what you do there.

I’m the sales director of Shelterluv, a software company. We offer cloud-based software that helps animal welfare organizations manage animal populations, support adopters, and streamline processes.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Upcall?

We needed help engaging leads and setting up meetings with them. We also needed help getting our customers to turn on a new feature.

SOLUTION

What was the scope of their involvement?

Upcall has worked on two main projects. First, they’ve reached out to about 1,000 leads and helped us schedule over 30 meetings. Second, they’ve called about 700 customers to turn on a new feature. Upcall provides a weekly summary of their outreach efforts.

What is the team composition?

We don’t know how many teammates from Upcall are assigned to our project.

How did you come to work with Upcall?

We found them through an online search and ChatGPT. We chose them over other options because they had high ratings, good value for the cost, and were backed by Y Combinator. We also liked that they had an integration with HubSpot.

What is the status of this engagement?

We started working with them in July 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Upcall has scheduled meetings with about 5% of our leads and gotten about 11% of our customers to turn on the new feature. These results are in line with our expectations.

How did Upcall perform from a project management standpoint?

Upcall is extremely timely and responsive. We communicate via email and messaging apps.

What did you find most impressive about them?

We’re impressed with the quickness with which Upcall can start a project and their success rate.

Are there any areas they could improve?

Some customers have reached out to us thinking that Upcall’s callers are spammers. We don’t know if there’s a way to avoid that, but we definitely don’t want to overuse Upcall and have people in the industry think our company is a spammer. Additionally, the integration with HubSpot hasn’t been as easy as we hoped.

BACKGROUND

Please describe your company and position.

I am the CEO of Lien Enforcement, Inc.

Describe what your company does in a single sentence.

We are a debt collection agency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Cost-Effective Lead Generation
• Scalable Sales Support

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

• Great culture fit
• Good value for cost

How many teammates from Upcall were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We considered hiring Upcall as a flexible lead generation and appointment-setting solution for our business. Our goal was to effectively reach out to a list of businesses without the need for a full-time salesperson or the associated infrastructure costs. Upcall’s platform seemed to meet our requirements based on their marketing materials, offering lead generation, appointment setting, and initial engagement with prospective clients using their agents and our provided call scripts.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Upcall has been a game-changer for us, helping generate qualified leads and set appointments without the cost of hiring a full-time salesperson. Their flexibility to turn services on and off as needed has been perfect for our budget and growth stage. The call quality has been top-notch, with agents following our custom scripts and delivering professional interactions. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Upcall has been amazing to work with—they’ve made sure everything runs smoothly and gets done on time, all while sticking to our custom scripts and keeping things professional. Lisa is super responsive and always quick to help with any changes or questions, and Yvonne has done an awesome job managing our files and keeping everything on track. They’ve been flexible, easy to work with, and always deliver without any hassle, making the whole process a breeze!

What was your primary form of communication with Upcall?

Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about Upcall was their ability to perfectly align with our specific needs as a growing business. Their flexibility to turn services on and off as needed made them an incredibly cost-effective solution compared to hiring a full-time employee. They seamlessly integrated into our workflow by allowing us to customize agent scripts and ensuring all interactions were professional and on-brand. Their ability to deliver exactly what we needed, when we needed it, truly set them apart.

Are there any areas for improvement or something Upcall could have done differently?

I genuinely can’t think of anything I would have them do differently. Their approach seems to align perfectly with our needs.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Cenevia, a revenue generation company. 

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Upcall?

We needed help with marketing services to increase sales and create brand awareness.

SOLUTION

What was the scope of their involvement?

Cenevia provides lead generation services. The team handles phone calls to potential customers and then arranges meetings with the entities — they’ve been a great extension of our company in our marketing tasks.

For this project, we’ve provided them with documentation, a script, and information about our business, which they’ve implemented into their work.

What was the team composition? 

We’ve been mainly working with Lisa (General Manager).

How did you come to work with Upcall?

We found Cenevia through a Google search.

How much have you invested with them?

So far, we’ve spent $5,000–$10,000 with them.

What is the status of this engagement?

We started working together in December 2023, and the engagement is ongoing. We were thinking about working with them for just one month, but we’re so pleased with them that we’ve decided to extend the partnership.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Upcall has been able to get us 9–10 weekly leads, which is great. Overall, they're exceeding our expectations.

How did Upcall perform from a project management standpoint?

Upcall has delivered the work on time and within budget and communicated well with us. Regarding tools, we use phone calls, emails, and their own management platform.

Are there any employees from the service provider's team that you would like to give a shout-out to in this review? 

I want to give a shout-out to Lisa's work.

What did you find most impressive about them?

Upcall's professionalism and great deliverables are their biggest strengths.

Are there any areas they could improve?

So far, I don't think they can improve anything.

Do you have any advice for potential customers?

I recommend working with them and asking a lot of questions throughout the process.

BACKGROUND

Please describe your company and position.

I am the Director of Customer Experience of the company

Describe what your company does in a single sentence.

We help small business owners and entrepreneurs grow by teaching them how to speak on stages at live events. We host our own events throughout the year to have our own clients learn the methods we are using.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Confirm Attendees to a Live Event
• Encourage potential attendees to claim their ticket

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

We provided a list and a script to the upcallers and they would reach out to our attendees to confirm their intent to come to a live event. They collected the clients travel information so we got the most accurate count of ticket holders.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Being able to utilize upcall for these events has helped in a lot of ways. We can use our customer service team in a way that allows them to white glove those clients who are emailing into us for assistance, while knowing these calls are continuing to take place. The biggest measurable has been our ability to get clear on attendees to help us ensure we are negotiating our venue contracts with the most accurate numbers to save money.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

This process was so easy. I would simply send what I needed to Lisa (Lisa is amazing!) and she would get the ball rolling within 24 - 48 business hours. She was always willing to be flexible if something came up that was a "rush" and she has been a treat to work with.

What was your primary form of communication with Upcall?

Email or Messaging App

What did you find most impressive or unique about this company?

A lot of outbound centers ONLY want to focus on sales related goals. Upcall customizes their employees to what you need.

Are there any areas for improvement or something Upcall could have done differently?

I would love to see Upcall improve the reporting and tracking system for outcomes. There is sometimes an inconsistency in the way the data is tracked by an individual and a better system could overcome those challenges.

BACKGROUND

Please describe your company and position.

I am the Head of Sales of Crews by Core

Describe what your company does in a single sentence.

We are a construction technology saas company focused on scheduling and field execution

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Upcall to accomplish?

• Get more leads in half the time
• Find a reliable partner who consistently produces
• Become our SDR arm while we are ramping up

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

• Great culture fit
• Good value for cost
• Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables.

We are relatively new to the construction saas space so we needed a vendor to help us extend our outreach and help with our GTM strategy to ensure a strategic lead pipeline. We focuses on three different personas that we wanted to reach out to: Field operations, superintendents and innovation teams. This consisted of targeting SMB, Mid-market and enterprise accounts

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Increase qualified leads by 50%
• Trying out new messaging to see what resonates in the market
• Being able to listen on all calls to have a good sense of what each prospect was interested in

Describe their project management. Did they deliver items on time? How did they respond to your needs?

My main POC is Lisa and she is phenomenal to work with. She is always available if I have any questions and the teams consistently hit their targets, and I am very pleased with the outcomes

What was your primary form of communication with Upcall?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The ability to deliver on their what was asked of them. People can always talk this way but its different when that actually produce.

Are there any areas for improvement or something Upcall could have done differently?

Not that I can think of

BACKGROUND

Please describe your company and your position there.

I'm the VP of Marketing for a company that makes hardware and software for the Smart Buildings Industry.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Upcall, and what were your goals??

We hired upcall as an outsourced appointment setting/BDR company. Our goals were to book demos with between 2.5-4% of the contacts in our campaigns. So far we've managed to achieve those results.

SOLUTION

How did you select this vendor and what were the deciding factors?

We compared Upcall to several other vendors doing similar things. We settled on Upcall because of the transparency of their platform (ability to listen to all the calls), the US-based agents, and because the price was fair.

Describe the project in detail and walk through their service package, including any calling tools used.

We used our own ZoomInfo and LinkedIn Sales Navigator accounts to identify ideal customers among several different verticals. Upcall's agents call each of the contacts up to 5 times at a 36-hour cadence.

Who did you work with and what was the feedback process like?

We've mostly worked with Lisa at Upcall. She's extremely responsive and attentive each time I have a question or something that needs to be modified.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

Out of 3300 contacts uploaded to the platform, we've booked a total of 84 demos. Our show rates have been around 80%. We've haven't booked any revenue yet, but our sales cycle can be 3+ months. Upcall has generated 375k+ of pipeline for us.

Describe their project management style, including communication tools and timeliness.

The platform is basically self-serve, so I only communicate with Lisa is there's something I need that I can't do myself.

What did you find most impressive or unique about this company?

I appreciate the transparency of their platform and being able to listen to as many calls as I want. This allows me not only to generate new leads, but to hear objections that help me improve my marketing strategy moving forward.

Are there any areas for improvement or something they could have done differently?

There are a couple of bugs in the platform. For example, if you upload a csv file of contacts, it will tell you the upload has failed even though it hasn't. Apart from that, the platform works well for our needs.

BACKGROUND

Please describe your company and your position there.

I'm the President of Marketing Firm that serves both Commercial Realestate companies and Economic Development Departments of Local Government entities.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Upcall, and what were your goals??

Since we can serve clients across the US, the challenge is breaking through the noise, making contact and setting demo appointments.

SOLUTION

How did you select this vendor and what were the deciding factors?

We searched several appointment setting solutions and after listening to recordings of their callers we decided to try them out and review their results with one campaign. We are now beginning our 5th campaign.

Describe the project in detail and walk through their service package, including any calling tools used.

We did an in-house exercise to get the script perfected the way we wanted. When we began we new exactly what worked so we simply supplied them with our script and call list. We provided them my calendly link with a Zoom link so I see appointments added to my calendar realtime. At any time, I can review the stats of the campaign, ie. calls completed, successful calls, call recordings, etc.

Who did you work with and what was the feedback process like?

I work with Lisa and she is very responsive to emails and open to quick Zoom calls/meetings if necessary.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

1,000 Lead list has resulted in approximatley 5 new demos/day across a 3-4 week period.

Describe their project management style, including communication tools and timeliness.

I work with Lisa and she is very responsive to emails and open to quick Zoom calls/meetings if necessary.

What did you find most impressive or unique about this company?

The professionalism, automation, and US-based callers have provided the value I needed.

Are there any areas for improvement or something they could have done differently?

N/A

BACKGROUND

Please describe your company and your position there.

Head of Business Development at a fast-growing software company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Upcall, and what were your goals??

We hired Upcall to make outbound marketing calls to generate more leads for our sales team. Our goal was to lighten the load for the sales team and set them up with great fit accounts in our market.

SOLUTION

How did you select this vendor and what were the deciding factors?

We selected Upcall over the competition because of how easy it is to track/ follow lead conversions, and the ability to listen into calls that scheduled a demo. We also appreciated Upcall's flexibility in making changes to call scrips and easy to use call ratings for constructive feedback.

Describe the project in detail and walk through their service package, including any calling tools used.

The project was to generate more leads through outbound cold calling. Upcall was able to integrate their calling services to seamlessly reflect in our Zoho CRM.

Who did you work with and what was the feedback process like?

We worked with Lisa on getting this project started and felt like the entire Upcall team was always willing and able to help us get started and set up for success.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

Upcall has given our sales reps more time back in their day by doing less prospecting and more sales activities. Our rep's calendars quickly fill up each time we create a new project or campaign.

Describe their project management style, including communication tools and timeliness.

Outside of emails we typically connect with our account manager about once a month to make sure everything is still going smoothly.

What did you find most impressive or unique about this company?

The transparency they provide is second to none. They are also always open to feedback and getting better.

Are there any areas for improvement or something they could have done differently?

Nothing.