Uncover the Hidden Revenue in Your Customer Base.
Upsell/Cross-sell Agent
Our AI analyzes your customer data to find the perfect upsell and cross-sell opportunities, telling your account managers exactly who to contact, what to offer, and when to reach out for maximum impact .
See it in action
Upsell/Cross-sell
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.
Upsell/Cross-sell Agent
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/Cross-sell Agent
A 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.
An 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.
A 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
Customer Feedback Analyzer
Analyzes customer feedback to identify trends, issues, and improvement areas.
Personalized Outreach Bot
Crafts outreach messages tailored to each lead’s profile and history.
Upsell/Cross-sell Agent
Identifies upsell and cross-sell opportunities based on customer data.
Upsell/Cross-sell Agent
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
Our AI analyzes customer behavior, purchase history, and patterns from your top-performing clients to predict the next best offer. This ensures highly personalized upsell and cross-sell recommendations that increase average order value and customer lifetime value.
Yes. You can set custom business rules—such as “Don’t offer Product B until a customer has used Product A for at least 6 months.” This flexibility makes the AI suitable for different industries, whether SaaS, eCommerce, or retail.
The Upsell/Cross-sell Agent automatically creates an “Opportunity” record in your CRM (Salesforce, HubSpot, etc.) or sends real-time alerts via Slack, Microsoft Teams, or email—so your reps never miss a revenue opportunity.
Absolutely. For product-led growth (PLG), eCommerce, or subscription models, the AI can trigger automated email or SMS campaigns instead of assigning tasks to sales reps—helping you scale upsell and cross-sell without extra headcount.
It goes beyond product usage. The AI also considers customer support history, firmographic data, engagement level, and CRM records—delivering smarter recommendations that fit each customer’s unique journey.
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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
