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Upsales Strawberry

Companies checked against contacts, in one pass

Your Upsales, worked while you do something else: 20 reads to go through it, 15 writes to change it, and a card in front of every one of those changes.

Open the company. Check it against something else. Write the change. Move to the next one. That is the Upsales afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a company until you approve it.

What it can do is exactly what Upsales exposes to an account you authorise and nothing beyond it: 35 operations, 20 reads and 15 writes. In practice that means it can update an appointment, upload a document and update a stage, and work across the companies, contacts and opportunities.

The Upsales API stops at Upsales. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.

Does it read the companies or ask you for them?

20 of the 35 operations are reads.

Your account, not a guess at it: a companion can get an user, get an user list and get a stage, and the full list below is the whole list, with nothing inferred from Upsales's documentation.

The companies are what most of this inventory is about, alongside the contacts. A companion can hold all 35 of these operations and forty open tabs in the same pass, which is how an afternoon of Upsales admin becomes a queue you review.

  • Get User
  • Get User List
  • Get Stage
  • Get Stage List
  • Get Product
  • Get Product List
  • Get Phone Call List
  • Get Order
  • Get Order List
  • Get Opportunity
  • Get Opportunity List
  • Get NPS
  • Get NPS List
  • Get Contact
  • Get Contact List
  • Get Company
  • Get Company List
  • Get Appointment List
  • Get Activity
  • Get Activity List

Which companies wait for your approval?

All 15 write operations wait for you.

A companion can update an appointment, upload a document and update a stage, and each one is staged on an approval card first: you see the company, the field and the new value before it lands in Upsales.

Nothing in Upsales is sent, changed or deleted on your behalf without that click, and a rejected card leaves the company exactly as it was. The gate is the same one on every surface, described at security.

  • Update Appointment
  • Upload Document
  • Update Stage
  • Update Order
  • Update Opportunity
  • Update Contact
  • Update Company
  • Deactivate User
  • Create User
  • Create Stage
  • Create Order
  • Create Opportunity
  • Create Contact
  • Create Company
  • Create Appointment

Does the company sweep have to be asked for every time?

Yes.

Saved as a routine, the Upsales companies pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.

The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the Upsales companies sweep among them, and finished runs are published at real runs.

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Frequently asked questions

Yes. Connect your Upsales account and a companion works 35 operations in it, with every change staged for your approval. You authorise the connection yourself and the credential is held encrypted where Strawberry never receives it.

Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents

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