STREAM BY UPCURRENTStop Paying for Leads That Fall Through the Cracks.
Stream gives your business one place to capture leads, respond faster, automate follow-up, manage conversations, and move opportunities toward a sale.
One platform. Every lead accounted for.
No mandatory sales call required.
THE PROBLEM
Getting the Lead Is Only Half the Job.
A new inquiry comes in. Someone calls your business. A Facebook lead submits a form. A prospect asks for an estimate. Then what?
For many businesses, the next step depends on someone checking an inbox, remembering to send a text, updating a spreadsheet, or manually following up days later.
Stream creates a system around what happens next.
How Leads Move Through Stream
THE SYSTEM
From New Lead to Closed Customer — Keep Everything Moving.
Stream turns lead follow-up into a repeatable system so opportunities don't depend on memory or manual busywork.
Capture Every Opportunity
Bring forms, calls, messages, and new opportunities into one system so your team knows who needs attention.
- ✓Website forms & landing pages
- ✓Inbound call tracking & missed-call text
- ✓Facebook & Google ad lead sync
Respond in Seconds, Not Hours
Start conversations quickly and keep communication connected to the customer instead of scattered across different inboxes.
- ✓Unified 2-way SMS & email inbox
- ✓Instant automated text follow-up
- ✓Mobile app for on-the-go replies
Automate What Happens Next
Create follow-up sequences, reminders, appointment confirmations, review requests, internal notifications, and repetitive sales actions that happen automatically.
- ✓Multi-channel nurture sequences
- ✓Automated appointment reminders
- ✓Review requests sent upon job completion
Track Opportunities to the Finish Line
Track opportunities through your pipeline so your team always knows what's new, what's active, and what needs attention next.
- ✓Visual drag-and-drop pipeline stages
- ✓Clear next-step assignment per team member
- ✓Invoicing, payments & proposal tracking
BUILT FOR ACTIONStream Doesn't Just Store Leads. It Helps Move Them Forward.
Traditional CRMs can become databases your team is expected to remember to update. Stream is designed around action. When a new opportunity enters your business, Stream can help trigger the next step — whether that's a response, task, reminder, appointment, nurture sequence, or sales action.
Stop asking, "Did someone follow up with that lead?"
Build a system where the follow-up is already happening.
COMPARISON
Turn Lead Follow-Up Into a System — Not a To-Do List.
Compare the everyday reality of disconnected tools against a single flowing system.
Without Stream
- ✕Leads spread across multiple inboxes
- ✕Spreadsheets updated inconsistently (or not at all)
- ✕Manual text follow-up when someone remembers
- ✕Forgotten opportunities that go cold
- ✕Multiple software subscriptions to juggle
- ✕No clear pipeline visibility for the team
- ✕Team members asking who contacted which lead
- ✕Inconsistent follow-up speed depending on how busy the day is
With Stream
- ✓One central lead database connecting every source
- ✓Organized sales pipeline visible to the whole team
- ✓Automated instant responses within seconds
- ✓Scheduled follow-up sequences that run reliably
- ✓Connected conversations in a unified inbox
- ✓Appointment automation with confirmations & reminders
- ✓Better visibility into what leads are worth and where they are
- ✓Clear next actions assigned to the right team member
THE PLATFORM
One Stream Instead of a Dozen Disconnected Tools.
Every capability grouped by the business result it supports — not an overwhelming checklist.
CRM & Pipelines
See every opportunity and what needs attention next.
- ✓CRM
- ✓Sales & pipelines
- ✓Lead scoring
- ✓Communities
- ✓Loyalty programs
Conversations
Keep every customer conversation in one connected place.
- ✓Single source for conversations
- ✓Chat widget & Conversation AI
- ✓Inbound SMS & social DMs
- ✓Call tracking
- ✓Text snippets
Capture Leads Everywhere
Bring forms, calls, and ad leads into one system.
- ✓Forms, surveys & quizzes
- ✓Websites, funnels & landing pages
- ✓Prospecting tool
- ✓Ad Manager
- ✓Social planner
Automate the Follow-Up
Make sure the next step is already happening.
- ✓Workflows & automations
- ✓Calendars
- ✓Missed-call text-back
- ✓Appointment reminders
- ✓Form auto-response
Get Paid, Faster
Close and collect where your leads already are.
- ✓Estimates & proposals
- ✓Invoicing
- ✓Payment integrations
- ✓Order forms, upsells & downsells
- ✓Membership & course offers
Grow Your Reputation
Turn happy customers into more new ones.
- ✓Automated review requests
- ✓Website review widgets
- ✓Video review capture & widgets
- ✓GBP optimization
- ✓Listings manager
SIMPLE ONBOARDING
Get Running Without a Long Software Sales Process.
Start self-serve in minutes, or request assistance if you prefer guided onboarding.
Choose Your Stream Plan
Select the features and capacity that fit your business. Transparent pricing with free trials on every plan.
Create Your Account
Start online without being required to schedule a sales call. Access your workspace in minutes.
Connect Your Lead Flow
Bring forms, phone lines, ads, or calendars into one connected system with simple guided setup.
Start Moving Leads Forward
Give your team a unified process for managing leads from first contact through conversion.
TRANSPARENT PRICING
Simple, Straightforward Stream Plans.
Choose the capacity and features that fit your business today. Every plan includes a free trial and requires no sales call to get started.
Ripple
Good starting point
7-day free trial included
No contracts. Direct setup online.
Included features:
- ✓Lead Management
- ✓Sales Pipelines
- ✓Web Form Connection
- ✓2 Way SMS and Email Communications
- ✓Up to 500 contacts
- ✓Up to 5 team members
- ✓7 day free trial
Flow
Recommended for growing businesses
14-day free trial included
No contracts. Direct setup online.
Included features:
- ✓In-Depth Automation Flows
- ✓Invoicing Tools
- ✓Social Media Planner
- ✓Multi-step forms, quizzes and surveys
- ✓Up to 5000 contacts
- ✓Up to 20 team members
- ✓14 day free trial
Surge
Managed growth system
30-day free trial included
No contracts. Direct setup online.
Included features:
- ✓Marketing Funnels
- ✓Expanded Reporting
- ✓Content Templates
- ✓Custom Membership Platform
- ✓Unlimited contacts
- ✓Unlimited team members
- ✓30 day free trial
Unsure which plan fits your business? Take the 60-second Stream Fit Finder → or book a 15-min walkthrough
Not Sure Which Stream Fits Your Business?
Answer a few quick questions and we'll point you toward the best starting point. No sales call required.
FREQUENTLY ASKED
Everything You Need to Know.
Clear answers about trials, plans, and getting started.
Do I need to book a demo before signing up?+
No. Stream is built to be self-serve first. You can pick any plan, start a free trial, and begin setting up your workspace right away without sitting through a mandatory sales call.
What if I don't know which plan I need?+
Take our quick 60-second Stream Fit Finder. It asks a few simple questions about your monthly lead volume, team size, and goals, and recommends the best starting plan.
Can someone show me Stream before I subscribe?+
Yes. If you have a more complex workflow or prefer to see the platform first, you can book a 15-minute Stream Walkthrough. No pressure, no generic hour-long pitch.
Can UpCurrent help me set Stream up?+
Yes. We offer optional white-glove onboarding and implementation for teams that prefer our team to migrate data, configure pipelines, and build custom automations.
Are there long-term contracts?+
No. All Stream plans are month-to-month by default. You can cancel anytime. We also offer discounted annual billing if you prefer.
START TODAYStop Letting Good Leads Drift Away.
Build a better system for capturing, following up with, and converting the opportunities your business is already generating.
Capture. Nurture. Convert. All in one stream.