The data layer
for the age of agentic GTM.
Upside reconstructs what actually happened in every account.
Your CRM logged three touches.
A webinar, a discovery call and a proposal. What happened in between never made it in.
Upside fills in the gaps.
A peer recommendation it found in a call transcript, a partner intro in an email thread, and a follow-up call nobody logged, named in a later email.
- WebinarMar 3
- Peer recommendationMar 12Stated outright in one of your sources, like a call transcript or an email thread, and cited back to the line it came from.
- Partner introMar 20Stated outright in one of your sources, like a call transcript or an email thread, and cited back to the line it came from.
- Discovery callApr 2
- Follow-up callApr 8Stated outright in one of your sources, like a call transcript or an email thread, and cited back to the line it came from.
- Proposal sentApr 16
- Closed won
Why now
Get your GTM data ready for AI.
Point AI at your CRM today and it answers with total confidence over data that was never complete, missing the moments that actually moved each deal.
Your CRM3 touchpoints
- Mar 3Webinar
- Apr 2Discovery call
- Apr 16Proposal sent
Upside6 touchpoints, 3 found
- Mar 3Webinar
- Mar 12Peer recommendationStated outright in one of your sources, like a call transcript or an email thread, and cited back to the line it came from.Found in a call transcript“Two of your customers told us you were the ones to call.”
- Mar 20Partner introStated outright in one of your sources, like a call transcript or an email thread, and cited back to the line it came from.Found in an email thread“Introducing you to the team we trust for this rollout.”
- Apr 2Discovery call
- Apr 8Pricing negotiationNot written down anywhere, but read from a pattern in the record, like terms agreed with no negotiation on file, and labeled as a judgment.Inferred from the deal’s historyTerms were agreed before the proposal went out, with no negotiation on record.
- Apr 16Proposal sent
“I’ve been in marketing for 10+ years, and I’ve never been able to get a clear picture of the buyer journey. But with Upside, we are able to see a complete milestone analysis with data pulled from Gong we wouldn’t ever be able to see in Salesforce.”
Lindsey Marymont Head of Demand Generation, Assembled
The foundation
Know what actually happened.
A forensically reconstructed knowledge graph of what actually happened in your accounts. Upside resolves every signal into one connected model: accounts, people, deals, and the touchpoints between them.
Your systems
- CRM (Salesforce, HubSpot)
- Marketing automation (HubSpot, Marketo)
- Call recordings (Gong, Fathom, Fireflies)
- Ad platforms (LinkedIn, Google Ads, Meta, Reddit)
- Web analytics (RB2B)
Upside
Answers that used to be impossible.
Attribution that survives scrutiny.
Pipedash splits every closed-won dollar across the touches that earned it, so credit always adds up to the deal, with cited evidence behind every dollar.
Make AI correct about your business.
Point the AI tools your team already uses at the healed record through the Upside MCP, or ask the Upside Agent, and keep every answer grounded in your definitions, your pipeline, and how your business actually works.
Make every agent fluent in your data.
Radiant coaches every agent with your definitions and institutional knowledge, so the same question gets the same answer, whoever asks it.
Build the GTM tools you used to buy.
With miniapps, your operators build the dashboards and tools they used to buy, wired to live data, in an afternoon.
Case studies
How teams are winning with Upside.
Real outcomes from GTM teams that turned messy data into compounding pipeline.
How Cresta turned messy enterprise deal cycles, persona-level churn analysis, and AE messaging adherence into the engine of every Quarterly Business Review with Upside. Read the case study
How Comply replaced guesswork with trusted, self-serve attribution across 18 users, 27.5M+ touchpoints, and custom AI miniapps built on the Upside MCP. Read the case study
How Syndio eliminated data bottlenecks and restructured their GTM strategy with Upside. Read the case study
How full-journey attribution revealed $10M+ in hidden referral revenue and restarted Graphite's event program. Read the case study
How Assembled uncovered 30k+ hidden contacts and discovered a new AEO growth channel with Upside. Read the case study
How Dscout transformed attribution from guesswork to strategic advantage with unified GTM insights. Read the case study
How Cresta turned messy enterprise deal cycles, persona-level churn analysis, and AE messaging adherence into the engine of every Quarterly Business Review with Upside.
Enterprise-ready
Built to clear your security review.
Everything the security review will ask about, answered up front. Upside works with your most sensitive GTM data, so the controls your security team will ask about are already in place.
Review security
SOC 2 Type II
Public Trust Center and audit-ready controls for GTM data.
GDPR
Privacy controls and data handling for modern compliance.
Enterprise SSO & SCIM
SAML, OIDC, and SCIM support for secure org-wide access.
Encrypted data
Data is encrypted in transit and at rest across every layer.
Customer-owned
Customer data stays yours and is never used to train models.
CSA STAR
Cloud security practices aligned to enterprise review standards.
Mithril Coming soon
Enterprise permissions to take Upside org-wide with confidence.
Onboarding
Live in a day, not a quarter.
No setup project, no data cleanup. Your team is working with real answers the next day.
5 minutes: Connect your sources
- Connect CRM, calls, web
- Approve OAuth in minutes
- No field mapping or cleanup
Overnight: Sync your data
- Pull records and activity history
- Recover missing touchpoints
- Rebuild account timelines
Day 2: Get access and a walkthrough
- Access your team workspace
- Tour answers in your own data
- Start asking live questions
Build your GTM on data you can trust.
Book a demo and see what your team can build, automate, and finally answer once your GTM data is something you trust.