Solutions

Whatever you're trying to learn
from customers — with receipts.

Product-market fit. Sales calls. Donor conversations. Onboarding friction. CSAT. Churn. Event feedback. Different teams, same problem: the insight that would settle the argument is buried in a conversation nobody rewatched. UpSight turns it into evidence everyone can see.

For Founders & Product Teams

A roadmap you can defend with receipts, not vibes.

The problem

You talk to customers every week — and you're still debating what to build from memory and gut feel. The insight that would settle the argument is buried in a Zoom recording nobody rewatched.

How UpSight solves it

Every discovery call, survey, and interview flows into one stream. AI extracts evidence — quotes tagged by speaker and timestamp — and clusters it into themes and personas across every conversation, so patterns emerge instead of anecdotes. Adaptive interview guides evolve based on what you've already learned, so the next conversation closes a real gap instead of repeating the last one.

Click any theme — see exactly who said it, when.

See how discovery works
For Sales Teams & Revenue Leaders

Walk into the next call knowing exactly what this buyer cares about.

The problem

The discovery call happens, then the details evaporate by proposal time. Your rep remembers the vibe — not the exact objection, or the words the buyer actually used to describe the problem.

How UpSight solves it

Every sales call becomes evidence: buyer language tagged by speaker and timestamp, automatically routed as an opportunity signal the moment it's said. The agentic CRM turns those quotes into opportunities, tasks, and follow-ups — every one traceable back to what the buyer actually told you, not a rep's memory of the call.

"Send us a POC proposal for our enterprise team" auto-routes to Sales the instant it's said.

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For Nonprofits & Fundraising Teams

See what actually moves your donors — not what your team assumes.

The problem

You have hundreds of donor conversations a year — the ask that landed, the story that actually moved someone — and it all lives in one gift officer's memory, or a call nobody wrote up.

How UpSight solves it

Every donor conversation — calls, check-ins, event follow-ups — flows into one place. AI extracts evidence tagged by who said it and when, then clusters it into themes across your donor base: what messaging resonates, what nearly caused a lapse, what moved a first gift to a repeat one. Search across every conversation instead of relying on institutional memory that walks out the door with staff turnover.

Click any theme — see the exact donor quote behind it.

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For Customer Success & Onboarding Teams

Fix the step that's actually losing customers — not the one you guessed.

The problem

New customers stall in week one, and nobody notices until they've already churned. The "why" is sitting in a support ticket or an onboarding call nobody reviewed.

How UpSight solves it

Onboarding calls, surveys, and tickets all flow into one stream. AI extracts friction points as evidence — tagged by speaker, timestamped — and clusters repeat patterns like "the onboarding takes too long" across every new customer, auto-routed as a product signal instead of sitting unread in a transcript.

Real transcript, real signal: "We love the product but the onboarding takes too long. We almost churned in the first week." Routed automatically.

See how it works
For CX & Customer Success Teams

Know exactly what's driving the score — with proof, not just a number.

The problem

Your CSAT score moved, and nobody can say why. Was it the product update, response time, or support tone? A number on a dashboard doesn't explain itself.

How UpSight solves it

Personalized AI surveys — with AI interviewers that follow up and go deeper than a form ever could — turn every response into evidence linked to who said it. UpSight clusters that evidence into what delights and what frustrates across every account, so the score comes with the quotes that explain it.

Click any theme — see the exact quote and account behind it.

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For Customer Success & Retention Teams

See churn before it happens, not after.

The problem

A customer leaves, and the exit interview — if you even get one — is the first time you hear the real reason. By then it's too late to save that account, or the next ten with the same complaint.

How UpSight solves it

Support tickets, check-ins, and renewal calls are captured as they happen. AI surfaces churn signals early and routes them straight to CS — not buried in a transcript — then clusters them across accounts so you see the pattern before the cancellation email, not after.

Act before the renewal call — not after the cancellation email.

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For Event & Community Organizers

A sponsor recap backed by real attendee proof — not vibes and a survey nobody reads.

The problem

The event ends, the energy's gone, and now you owe sponsors a recap and yourself a plan for next time. The best moments — the testimonial a founder gave in the hallway, the session that lit up the room — are scattered across recordings, feedback forms, and your memory.

How UpSight solves it

Capture the whole event in one place — session recordings, attendee interviews, feedback surveys. AI pulls the highlights as evidence: the exact quote, who said it, the clip you can drop straight into a sponsor deck. Personalized AI surveys go deeper than a star rating, and UpSight clusters the feedback into themes — what attendees loved, what to fix — so next year's plan writes itself from what people actually said.

Turn a hallway testimonial into a clip your sponsor sees — quote, speaker, the moment it happened.

Speak to an Advisor

See your conversations
turn into evidence.

Whichever problem brought you here, it starts the same way: capture the conversation, and let the receipts do the arguing.