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Upcells
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Edit Salesforce in a spreadsheet. Keep it clean with a private, on-device AI.

Upcells exports your records to a spreadsheet, lets you edit them like any other, and syncs your changes back — with a field-by-field preview before anything is written. On the higher tiers, a copilot that runs entirely on your machine answers questions about your data, enriches records, and helps keep the CRM tidy.

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Runs entirely on your machine — the AI included. Your Salesforce data never touches our servers, and never goes to a cloud model.

Upcells reviewing field-level changes from an edited spreadsheet before syncing them back to Salesforce

Salespeople live in spreadsheets. Your CRM data lives in Salesforce.

That gap is why CRM data goes stale. Updating records one at a time through the Salesforce UI is slow. Data Loader and Workbench are built for admins. Copy-pasting between a spreadsheet and Salesforce is how data goes wrong — wrong picklist values, missed records, no audit trail.

So reps either skip updating Salesforce, and the pipeline drifts from reality, or they lose Friday afternoons clicking through forms instead of selling.

Upcells takes the other path: meet salespeople where they already work. Let them edit in the spreadsheet they know — and give the whole team a private AI to keep the data clean. The org gets accurate data; nobody has to change how they like to work.

Three steps. No SOQL, no admin permissions, no copy-paste.

  1. 1

    Connect

    Sign in to your Salesforce org with OAuth — Production, Sandbox, or Dev. Pick the object you want to work with: Account, Opportunity, Contact, Lead, or any custom object you have access to.

  2. 2

    Export

    Choose your fields visually, including related fields like Account.Name on an Opportunity. Upcells builds the query, runs it, and exports to Excel with picklist dropdowns auto-populated from your org.

  3. 3

    Edit and sync back

    Edit in Excel, Numbers, or Google Sheets. Drop the file back into Upcells. See exactly what's changed, field by field. Click Apply. Done.

Everything you need to keep Salesforce data clean — at spreadsheet speed.

Start with the data workflow. Add a private, on-device AI — and team-wide clean-up tools — when you're ready.

Visual query builder

Core

Pick objects, fields, and filters from a clean interface. Pull in related fields from parent records — Account.Owner.Name on an Opportunity, no joins to write. Power users can switch to a SOQL editor when they need it.

Real Excel picklist dropdowns

Core

Restricted picklist fields export as actual Excel data-validation dropdowns. Your team can only pick valid values. No more "Closed Won" vs "closed won" vs "Won" cleanup.

Activity columns

Core

Add a Note, Task, Log Call, Event, or Feed Post for any record by filling a single cell. Upcells creates the corresponding Salesforce activity on import. The fastest way to log a week's worth of calls.

Safe diff preview

Core

Every change is shown side-by-side — old value, new value, with picklist warnings flagged before you commit. Nothing writes to Salesforce until you click Apply.

A private AI copilot

Accelerator

Ask plain-English questions about your data — "which deals slipped this quarter?" — and get answers, reports, and drafted outreach. It runs on a local model, on your machine. No data goes to a cloud AI.

Automatic data enrichment

Accelerator

Point Upcells at a Website field and it reads each company's site, then proposes values — Industry, and more — for you to review and apply. Fill blanks across hundreds of accounts without leaving the app. Unreachable pages are flagged, never guessed.

Keep the team's data clean

Pro

See each rep's pipeline and record health at a glance, then fix issues in bulk with a preview first: reassign owners, clear out stale deals, tidy picklists, fill missing fields.

Local-first by design

All plans

Upcells runs on your machine. Your credentials live in your OS keychain. Your data flows directly between your computer and Salesforce — and the AI runs locally too. Nothing goes to an Upcells server or a cloud model.

See all features

Three plans. Start with the spreadsheet, add AI when you're ready.

Core

$10 /user/mo

The full data workflow: query, export, edit, sync, activity columns, saved queries + sharing, multi-org.

Get Core
Most popular

Accelerator

$20 /user/mo

Everything in Core, plus a private on-device AI: ask questions of your data, enrich fields automatically, and draft outreach — all on your machine.

Get Accelerator

Pro

$30 /user/mo

Everything in Accelerator, plus Manage: team pipeline health and bulk fixes (owner reassignment, stale deals, picklist tidy-up, field population). Email support included.

Get Pro

All plans: 30-day free trial · per seat, no minimum · device-locked licensing with 7-day offline grace · free updates. Annual saves 20%; a one-time perpetual licence is available on any tier.

See full pricing

Frequently asked questions.

Five quick answers. Longer FAQs live on the pricing and features pages.

Does my data go through your servers?
No. Upcells is a desktop app — your Salesforce data flows directly between your machine and your Salesforce org. We don't run a backend that sees your records. Your credentials are stored in your operating system's keychain.
Where does the AI run? Does my data go to ChatGPT or another cloud model?
No. The AI runs on a local model, on your own machine. Your CRM data is never sent to Upcells, to OpenAI, or to any cloud AI service — that's the whole point of a private copilot for your Salesforce data. You download the model once, then it works offline.
Is this an official Salesforce product?
No. Upcells is independent. We connect to Salesforce through their official REST API and use OAuth for authentication, but we're not affiliated with, endorsed by, or sponsored by Salesforce, Inc.
What permissions does Upcells need in my Salesforce org?
Upcells uses OAuth, which means it can only do what your Salesforce user can already do. If your profile can't edit a field, Upcells can't either. You can revoke access at any time from App Manager in your Salesforce setup.
What happens if a sync fails partway through?
Upcells writes in batches of 200 records via Salesforce's Composite API. If a record fails, you see exactly which one and why — without affecting the records that succeeded. Fix the spreadsheet and re-sync only the failed rows.
Does it work with custom objects?
Yes. Upcells works with any object your user has access to — standard or custom.

Stop maintaining Salesforce. Start updating it.

Download Upcells, connect your org, and clean up your pipeline before lunch.

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