Unlock Your Hidden Revenue
Recommend upsell opportunities
Archiz AI analyzes your customer data to find the perfect upsell and cross-sell opportunities, telling you exactly who to contact, what to offer, and when to reach outt.
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Auto-create leads
The Untapped Potential
Your existing customers are your greatest source of new revenue, but you’re flying blind. Your team doesn’t know which customers are ready for an upgrade, which products are a natural fit, or the right time to start the conversation. Valuable expansion revenue is left on the table.
Perfect upsell and cross-sell
Key Features
AI-Powered Usage Analysis
The agent connects to your product usage data to identify customers who are hitting plan limits or using features that indicate a need for a higher-tier plan.
Product Fit" Recommendations
The AI analyzes your customer base to see what other successful customers look like, then recommends cross-sell opportunities to accounts that fit a similar profile.
"Right Time" Engagement Alerts
The agent alerts your account managers at the optimal time to reach out—for example, after a customer has had a positive support interaction or has successfully used a key feature for 90 days.
Use Cases
Use-Cases for upsell opportunities
B2B SaaS Company
Identified and alerted reps to over $500k in qualified upsell pipeline in the first six months, converting 20% of it to closed-won deals.
E-commerce Platform
Used the cross-sell recommender to create targeted email campaigns for existing customers, which resulted in a 15% increase in average customer lifetime value.
Tech Company
Proactively upgraded customers who were hitting usage limits, which not only increased revenue but also reduced support tickets related to plan limitations.
More Agent Template
Real estate: Auto-match buyers to properties
Matches buyer preferences with available listings using AI filters and scoring.
Healthcare: Appointment reminders
Sends automated reminders for scheduled visits via SMS, email, or WhatsApp.
Agencies: Auto-report campaign performance
Generates performance reports for agency clients with KPIs and ROI.
Logistics: Shipment tracking updates
Sends real-time tracking updates to customers with delivery ETA.
Education: Follow-up with course leads
Sends follow-ups to prospective students with course info and enrollment prompts.
SaaS: Churn risk alerts
Flags accounts at risk of cancellation based on usage and support signals.
E-commerce: Auto-offer abandoned cart discounts
Sends discount offers to recover abandoned carts and boost conversions.
NGO: Donor engagement campaigns
Sends personalized updates, donation prompts, and impact stories to donors.
Manufacturing: Order progress updates
Sends updates on production and delivery stages to customers and partners.
AI-based sales coaching during calls
Provides live tips and feedback during sales calls based on conversation flow.
Dynamic pricing suggestions
Recommends pricing based on demand, competition, and historical data.
AI competitor battlecards
Builds battlecards with competitor strengths, weaknesses, and rebuttals.
AI analyzes your customer
Value Proposition
Increase expansion revenue from your existing customer base.
Improve customer retention by proactively offering more value.
Boost the productivity and effectiveness of your account management team.
Make data-driven decisions about your upsell strategy.
FAQ
It analyzes patterns from your most successful customers to predict what similar customers will likely need next.
Yes, you can add your own business rules, such as “Don’t offer Product B until they have used Product A for at least 6 months.
The agent can create a new “Opportunity” record in your CRM or send a detailed Slack/email alert.
Yes, the alerts can be used to trigger automated email campaigns instead of tasking a sales rep.
Automate with AI
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Stop leaving money on the table. Uncover and action every upsell opportunity in your customer base. Activate your Upsell Agent now.
CRM Software has this features:
Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.
Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours
Archiz CRM will Help you with Following features
