Start with the spreadsheet. Add AI when you're ready.

Three per-seat plans, all with a 30-day free trial. Core is the full data workflow. Accelerator adds a private, on-device AI. Pro adds team-wide data-quality tools.

Core

The full data workflow.

$10 /user/mo

billed monthly

Get Core

Visual query builder + advanced SOQL
Export to Excel & CSV with picklist dropdowns
Activity columns (Feed Post, Note, Task, Log Call, Event)
Diff preview before every write
Saved queries with team sharing
Production, Sandbox & Dev orgs; multi-org dashboard
Free updates · knowledge-base support

Accelerator

Everything in Core, plus a 100%-local AI copilot.

$20 /user/mo

billed monthly

Get Accelerator

The Assistant — ask questions of your data, generate reports, draft outreach
Automatic data enrichment (fill fields from company websites)
Data pools / on-device retrieval (RAG)
Voice — talk to the Assistant, hands-free
Runs entirely on your machine; no data goes to a cloud AI

Pro

Everything in Accelerator, plus team data-quality tools (Manage).

$30 /user/mo

billed monthly

Get Pro

Team / owner pipeline & record-health view
Bulk remediation with preview: owner reassignment, stale-deal & picklist fixes, field population
Duplicate, ownership & unused-field analysis
Email support included

Email support is included in Pro, and a +$4/user/mo add-on on Core and Accelerator. Every plan includes the help centre.

Per seat, no minimum — a single seat is fine. Device-locked licensing: deactivate one machine and activate another from your account any time. Offline, Upcells keeps working for 7 days before asking you to reconnect.

Annual billing saves 20%. A one-time perpetual licence (updates included) is available on any tier. A seat is for one named person working with their own organisation's Salesforce orgs — see the FAQ on multiple orgs.

Payments and tax are handled by Polar.sh (our merchant of record): cards, VAT/sales tax, and invoicing. We don't refund paid subscriptions — evaluate with the 30-day free trial first, and cancel any time.

Pricing questions.

Is there a free trial?: Yes — a 30-day free trial on every plan, so you can evaluate Upcells fully before you pay.
Monthly, annual, or perpetual — what's the difference?: Monthly and annual are subscriptions (annual saves 20%). Perpetual is a one-time purchase you own outright, with updates included — a one-time 30× the monthly price. All three are available on Core, Accelerator, and Pro.
Is the AI really private? Where does it run?: On your own machine, using a local model. Your Salesforce data is never sent to Upcells or to any cloud AI. You download the model once, then it works offline.
Can I connect more than one Salesforce org on a single seat?: Yes — you can connect your own organisation's Production, Sandbox, and Dev orgs. A seat is for one named person working with their own company's orgs; it isn't a licence to run many separate client orgs as a service. If you're an MSP or agency managing orgs for multiple clients, get in touch — we have an arrangement for that.
What does “device-locked” mean?: Your licence activates on one machine at a time. Switching laptops? Deactivate the old one in your account and activate the new one — no limit on how often.
What happens if I'm offline?: Upcells keeps working for 7 days without a connection. Reconnect within that window and you're fine; after 7 days it prompts you to reconnect before continuing.
Can I upgrade plan or add email support later?: Yes — change plan or add the email-support option any time from your account.
What payment methods do you accept?: Payments are processed through Polar.sh, our merchant of record. They handle credit cards, VAT/sales tax, and invoicing.
Can I get a refund?: We don't offer refunds on paid subscriptions — the 30-day free trial is there so you can evaluate Upcells fully before paying, and you can cancel any time from your account.
Do you offer team or volume pricing?: Yes — email sales@upcells.app and we'll sort out pricing for larger teams.

Volume or team pricing? Email sales@upcells.app.