Upsight

Upsight is a desktop application for Customer Success Managers who need a single place to track accounts, sync with Salesforce, and generate AI-powered meeting summaries. It runs on Linux and macOS, stores all data locally in SQLite, and integrates with your existing Salesforce org through the Salesforce CLI.

Key Features

• Account Dashboard -- at-a-glance health indicators, ARR totals, and a monthly update banner for all your accounts
• Salesforce Sync -- pull account data, opportunities, and contacts from Salesforce; push CX health updates back
• AI Meeting Summaries -- import a meeting transcript and generate a full summary plus a Slack-ready digest using Claude, Gemini, or another CLI-based AI
• Monthly CX Update Wizard -- step-by-step workflow to update CXM sentiment, CX play, and 10 health indicators for each account, with automatic Salesforce write-back
• Account Detail Tabs -- overview, health, usage metrics, products, opportunities, win wires, and infrastructure for each account
• External Dashboards -- bookmark links to Salesforce reports, Gainsight, or any external tool you use daily
• Todoist Integration -- view and manage Todoist tasks linked to each account
• Backup & Restore -- export your entire database, config, and files as a zip archive
• Multi-Machine Sync -- use Syncthing to share your data across machines with automatic session locking
• Keyboard Shortcuts -- navigate between screens, toggle panels, and focus search without reaching for the mouse

Getting Started

Head to the Getting Started guide to install Upsight, connect to Salesforce, and configure your AI assistant.