Upcall

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a software company. We help restaurants keep their business information accurate online.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Upcall?

We needed help with follow-up calls from lead forms.

SOLUTION

What was the scope of their involvement?

Upcall provides us with a call center service. When a potential customer fills out a lead form, Upcall calls them within five minutes to attempt to get a meeting on the calendar. The team handles all the follow-up calls.

What is the team composition?

We work with 2–5 teammates from Upcall.

How did you come to work with Upcall?

Someone referred Upcall to me. We also chose them because their pricing fit our budget.

How much have you invested with them?

So far, we’ve spent less than $10,000 with them.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Upcall has successfully booked meetings on my calendar. Moreover, 75% of the calls they make to leads end up with them booking a time on my calendar. Of those meetings, roughly 10% of them result in paid customers.

How did Upcall perform from a project management standpoint?

Upcall’s project management is great. They have high communication and always meet deadlines. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Upcall is very responsive and follows through with everything exactly as they say they will.

Are there any areas they could improve?

They could provide better HubSpot integration.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a real estate company that helps with listings.

OPPORTUNITY / CHALLENGE

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

We needed support calling new customers.

SOLUTION

What was the scope of their involvement?

Upcall calls potential clients and offers them our services. The team handles initial outreach calls and appointment setting.

What is the team composition?

We work with 2–5 teammates from Upcall.

How did you come to work with Upcall?

We found them through an online search. We chose them over other options because their pricing fit our budget, they had a great culture fit, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working together in November 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Upcall has generated many leads for us, including 30 potential customers. From those leads, we’ve closed 12 deals.

How did Upcall perform from a project management standpoint?

Upcall’s project management is perfect. We mainly communicate through virtual meetings.

What did you find most impressive about them?

Upcall is easy to work with.

Are there any areas they could improve?

They’ve had a great start.

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 Owner of a media company 

Describe what your company does in a single sentence.

Our company outsources underwriting sales for public broadcasting stations around the country.

OPPORTUNITY / CHALLENGE

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

• Generate appointments for in-person sales meetings

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

Upcall's perseverance. Upcall followed up with me repeatedly.

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

Upcall was tasked with calling 200 prospective public broadcasting underwriters in five different markets.  Expected deliverables were appointments for in-person sales meetings.

RESULTS & FEEDBACK

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

The number of in-person sales meetings booked.

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

Upcall responded almost immediately to every request.  Upcall delivered the first in-person appointment within a couple of hours of receiving a list of prospects from me.

What was your primary form of communication with Upcall?

Email or Messaging App

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

The results are impressive.  I can hardly keep up with the number of appointments they have booked.  I am also impressed with how quickly they can call through a list.  I could have spent the rest of my life dialing the phone and I wouldn't have come anywhere near the number of calls they were able to place within days.

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

None that come to mind.

BACKGROUND

Please describe your company and position.

I am the CBDO of Multus Medical

Describe what your company does in a single sentence.

Create 3D MRI renderings & surgical animations for personal injury and medmal legal cases. 

OPPORTUNITY / CHALLENGE

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

• Schedule demos

SOLUTION

How did you find Upcall?

Clutch Site

Why did you select Upcall over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Upcall were assigned to this project?

2-5 Employees

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

UpCall was asked to cold call law offices to schedule a demo of our services. Key metrics are the successful completion of the demo by our office. 

RESULTS & FEEDBACK

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

Still in progress

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

They have delivered on the request. It comes in waves but they have been successful. Lisa has been very responsive to requests and offers solutions when issues arise. 

What was your primary form of communication with Upcall?

Email or Messaging App

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

Upcall is a US-based company providing cold calling for an affordable price.

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

Find additional ways to improve show rate for demos. 

BACKGROUND

Please describe your company and position.

I am the Director of Client Services of Zacks Investment Research

Describe what your company does in a single sentence.

Zacks Investment Researcv provides data, applications and research to individual and professional investors

OPPORTUNITY / CHALLENGE

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

• Lead Generation
• Client interaction

SOLUTION

How did you find Upcall?

Referral

Why did you select Upcall over others?

Good value for cost

How many teammates from Upcall were assigned to this project?

2-5 Employees

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

Reaching out to prospects and clients 

RESULTS & FEEDBACK

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

Lead and client interaction quantity and quality 

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

Always delivered results on time with high quality 

What was your primary form of communication with Upcall?

Virtual Meeting

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

The quality of the leads and client interactions generated 

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

Everything Upcall delivers is above and beyond expectations. Nothing different.

BACKGROUND

Please describe your company and position.

I am the CEO of a private event restaurant platform

Describe what your company does in a single sentence.

Our company is the "opentable" for private events. Creating an easy to use discovery tool for finding any space to rent for any occasion. 

OPPORTUNITY / CHALLENGE

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

• Qualify leads
• Book More Meeting Appointments

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

• High ratings
• they worked with similar companies

How many teammates from Upcall were assigned to this project?

2-5 Employees

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

We hired upcall to cold call a list of restaurants to identify who the decision maker is and schedule a call with the decision maker and our sales team. We expected an average cold call booking rate of around 3%-4% but they were nearly double that! They absolutely blew us away with their key deliverables. 

RESULTS & FEEDBACK

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

We were targeting a 3-4% cold call conversion rate but at the time of writing this review we are approaching a 12% conversion rate 

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

They delivered everything on time and above expectations. 

What was your primary form of communication with Upcall?

Email or Messaging App

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

Their performance was impecable 

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

Nope!

BACKGROUND

Please describe your company and position.

I am the Benefit Advisor of Employee Health Advantage

Describe what your company does in a single sentence.

We are group medical insurance wholesalers with cutting edge products that are built on 4 decades of experience.

OPPORTUNITY / CHALLENGE

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

• Connect with businesses to set up appointments so we can demo our products
• Find out when the business renews their benefits for a future follow up

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

Visibility of Calls

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

UpCall was hired to make calls to cold leads and introduce our insurance products and offer a demonstration to businesses 10-500 employee size in the mid-Atlantic region. Our goals were to run a test campaign of UpCall's platform and connect with 2-4% of our lead list. Along with meeting our connection metrics, we were primarily interested in the platforms visibility and agent professionalism.

RESULTS & FEEDBACK

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

Our test campaign is still under way but our success has already been achieved. UpCall has checked all our boxes. Complete visibility to each call, agent professionalism and sales metrics achieved. After 1000 calls they have scheduled 2 appointments and over 30 follow up leads.

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

Lisa is our PM. She is very responsive and quickly enacts suggested tweaks, I listened to our script and suggested a change. Within minutes the team was utilizing the new script. This is the way business should be conducted. Kudos to Lisa and UpCall for building a better service model.

What was your primary form of communication with Upcall?

Virtual Meeting

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

Complete visibility of each call. I've hired their competitors and didn't have much success meeting our sales metrics. Without this key insight how can you make changes that impact success? I couldn't until now.

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

Realizing the call agents are not specialist in every field we cannot expect them to know our industry as well as we do. This lack of experience can be a contributing factor for limited success. Additional attention to product knowledge training and commitment of understanding prior to launch may benefit new campaigns.

BACKGROUND

Please describe your company and position.

I am the Partnership Director of a sports company 

Describe what your company does in a single sentence.

We sell low-maintenance Gates Carbon Drive equipped bicycles.

OPPORTUNITY / CHALLENGE

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

• Generate high quality leads for fleet bicycle sales.

SOLUTION

How did you find Upcall?

Referral

Why did you select Upcall over others?

Referred to me

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

Upcall called a list of leads to generate follow ups in the form of meetings and emails to connect us with potential customers that are interested in our bicycles.

RESULTS & FEEDBACK

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

Leads generated, meetings set up, sales made.

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

They delivered items on time and were very responsive to our needs.

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 quality of their callers.

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

In rare cases some callers created follow ups/leads that were not appropriate for follow up or good customers for us. But this was very rare.

BACKGROUND

Please describe your company and position.

I am the President of a tee time marketplace

Describe what your company does in a single sentence.

We're a tee time marketplace

OPPORTUNITY / CHALLENGE

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

• Generate Leads

SOLUTION

How did you find Upcall?

Referral

Why did you select Upcall over others?

• High ratings
• Pricing fit our budget
• Referred to me

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

Upcall was brought on to call courses and generate leads for our marketplace products

RESULTS & FEEDBACK

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

Lead conversion

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

Upcall was always on time, response is great. Lisa is great to work with

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?

They are professional, take feedback well, and generate results.

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

None thus far