Upcall

BACKGROUND

Please describe your company and position.

I am the Marketing of Aspera Insurance Services, Inc

Describe what your company does in a single sentence.

Aspera is a non-admitted, surplus lines wholesale brokerage that is the exclusive distributor of Kinsale’s manufactured and site-built homeowners products. Kinsale is a non-admitted carrier with an A (Excellent) Financial Strength Rating from A.M. Best Company.

OPPORTUNITY / CHALLENGE

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

• Introduce our services
• Invite agencies to become appointed

SOLUTION

How did you find Upcall?

Online Search

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.

Contact insurance agencies, discuss our company and products, invite them to complete our online appointment questionnaire

RESULTS & FEEDBACK

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

number of agencies that completed questionnaire

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

Yes, they have.

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?

Their professionalism and deliverables are impressive.

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

n/a.

BACKGROUND

Please describe your company and position.

I am a department head at Asimily

Describe what your company does in a single sentence.

We help organizations secure their connected devices. 

OPPORTUNITY / CHALLENGE

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

• Generate sales meetings

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

• High ratings
• Pricing fit our budget

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 them to try book sales meetings with a list of 1,000 contacts we provided.

RESULTS & FEEDBACK

How did your relationship with your partner evolve?
Upcall called all of the 1,000 contacts we provided them, and logged all of the calls in the dashboard. We didn't get the results we hoped for, but the visibility was helpful.
In what ways can they improve?
 I'd appreciate if they had fewer dialers so it was easier to train/upskill the ones they have.
What advice do you have for clients with similar needs to yours?
Use a third-party data cleaning tool before sending the list to Upcall.

UPDATED REVIEW

Department Head, AsimilyInformation technology

Sunnyvale, California

51-200

Jan 2026 - Mar 2026

Less than $10,000

Verified

Project summary
Upcall provided call center services for an IoT and AI company. The team was tasked with booking sales meetings with a list of 1,000 contacts provided by the client.

Feedback summary
Upcall's efforts failed to book a single sales meeting, much to the client's disappointment. The team was organized and had a good dashboard, but the dialers weren't well-trained and were unable to book meetings. The client communicated with them via email.

BACKGROUND

Please describe your company and position.

I am a department head at Asimily

Describe what your company does in a single sentence.

We help organizations secure their connected devices. 

OPPORTUNITY / CHALLENGE

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

• Generate sales meetings

SOLUTION

How did you find Upcall?

Online Search

Why did you select Upcall over others?

• High ratings
• Pricing fit our budget

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 them to try book sales meetings with a list of 1,000 contacts we provided.

RESULTS & FEEDBACK

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

We were hoping to book sales meetings, and they weren't able to set a single one. We've never had an experience like that with an outsourced vendor.

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

They were organized and had a good dashboard, but the dialers weren't very well trained and were unable to book meetings.

What was your primary form of communication with Upcall?

Email or Messaging App

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

They have a nice dashboard.

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

The dialers really struggled, and they weren't able to make the necessary adjustments.

Overall rating:    0.5

Quality:    0.5

Cost:    0.5

Schedule:    0.5

Willing to refer  0.5

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 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!