UpsellPilot - AI-Powered B2B SaaS Upsell Automation

Forget event tracking setup UpsellPilot uses your existing product usage data to identify expansion opportunities, trigger personalized outreach, and close deals with no coding, code changes, or analytics instrumentation required.

See UpsellPilot in Action

Watch how our AI automatically identifies opportunities, manages workflows, and closes deals while keeping your sales team informed.

UpsellPilot Desktop

upsellpilot

UpsellPilot

Hello! I'm UpsellPilot, your AI-powered upsell automation assistant. How can I help you today?

Identify any new opportunities

Notification Workflow

Send email and post Slack summary

Workflow

Fetch Usage

Fetch Contract

Determine Plan

Send Email

Post to Slack

Current Activity

None

Status

Completed

Usage-Based Intelligence

Automatically identify upsell opportunities by analyzing customer usage patterns and contract terms. Smart thresholds and AI-driven insights ensure no opportunity is missed.

Real-time usage monitoring

AI-powered opportunity detection

Smart threshold management

system.log

log.error("user_12345", "2024-01-15T14:32:17Z", "Usage threshold exceeded: 95% of monthly limit")

log.error("user_67890", "2024-01-15T14:33:22Z", "Contract expiration warning: 7 days remaining")

log.error("user_12345", "2024-01-15T14:34:05Z", "Unusual activity detected: 150% increase in API calls")

log.error("user_67890", "2024-01-15T14:35:18Z", "Payment failure: subscription renewal failed")

Workflow Progress

Alert Detection

Usage Analysis

Opportunity Scoring

Workflow Trigger

Notification Sent

Automated Workflow Management

End-to-end upsell workflow automation with intelligent triage and prioritization. From opportunity detection to deal closure, every step is optimized for success.

Conversational interface

Intelligent workflow routing

Sales team integration

UpsellPilot Chat

Workflow Progress

Command Received

Workflow Analysis

Sales Executive Alerted

Manual Review

Action Completed

Real-time Pipeline Visibility

Live dashboard tracking every stage of your upsell pipeline. Enable strategic interventions by sales teams exactly when needed for maximum impact.

Live pipeline tracking

Strategic intervention alerts

Performance analytics

Upsell Pipeline Overview

Total Opportunities

Conversion Rate

Revenue Generated

Active Deals

Pipeline Stages

Identified

156

Contacted

Qualified

Proposal

Closed

Performance & Activities

Revenue Trend

Recent Activities

Opportunity Identified

test-account-001

$15,000

2 minutes ago

Proposal Sent

prod-account-002

$25,000

5 minutes ago

Deal Closed

demo-account

$8,500

8 minutes ago

Follow-up Scheduled

test-account-003

$12,000

12 minutes ago

Ready to Transform Your Upsell Strategy?

Join the companies already using UpsellPilot to automate their upsell processes and increase revenue.