Uplevel for Teams
Know every lead is worked. Without asking.
One shared database with an owner on every contact, routing that fires the moment a lead lands, and activity that logs itself — accountability you can see, not something you chase in a Monday meeting.
New leads land with an owner. Instantly.
The lead gets a text back in seconds — before any agent’s phone buzzes — and the same automation assigns it to the right teammate based on source, area, or price point. No claiming race, no “who’s got this one?”, and nothing sitting unworked over a weekend.
- An instant first response on every lead, nights and weekends included
- Branch on source, area, price point — anything on the contact
- The unassigned list stays at zero, and you can prove it
Call blocks the whole team can run.
Turn any smart list into a call queue — new leads, sphere, past clients going quiet — and let agents dial through it with context on screen. Outcomes, notes, and next steps log to the contact as they go, so a twenty-minute block leaves a paper trail instead of a sticky note.
- Queues built from the same smart lists that drive your marketing
- Client context on screen before every dial
- Every call logged to the contact, automatically
Adoption you don’t have to police.
Teams don’t abandon CRMs because agents are lazy — they abandon them because logging is homework. On Uplevel, calls, texts, and emails record themselves to the right contact, so the database stays accurate without end-of-day data entry. Roles handle the rest: agents work leads, admins control billing, automations, and exports.
- Calls, texts, and emails log themselves — no data-entry rebellion
- The full story on every contact, whoever worked it last
- Roles and permissions that match how your team actually runs
Every teammate, the same price.
Each person on the team is $49 a month, with marketing, websites, MLS search, and Jan in that price. Calls is one $39 add-on for the whole team, not a fee on every seat.
Rates, published
- Each user$49/moor $490 paid yearly
- Calls & 1:1 texting$39/mofor the whole team, not per user
- UsageBilled as you gotexts, extra minutes, extra emails, managed MLS
A 5-person team, with calling
Follow Up Boss and Sure Send totals use their published rates (July 2026), cheapest plan for a five-person team with calling. Follow Up Boss Pro bundles calling; Sure Send Starter adds its dialer fee. Totals are subscriptions only. Uplevel usage bills monthly as you go, on monthly and yearly plans: texts at 2¢ each, call minutes past 500 at 3¢, bulk emails past 1,000 a month at $0.002, and $35 a month for each MLS market we manage. Pay yearly and get 2 months free.
Price out your exact setup on the pricing pageThe features doing the work
Everything above is standard Uplevel — the same platform, seen from your side of the business. Here’s where each piece lives.
A different shape of business? Uplevel fits the other ones too.
Ready to uplevel?
Bring your contacts, your number, and your market. Leave the duct tape behind.