Getting started with Ubico
Welcome to Ubico! Ubico provides a revenue intelligence & engagement platform, built for sales teams in complex, relationship-driven industries. Ubico helps manufacturers, packaging companies, logistics companies, and service businesses find the right prospects, launch personalized multi-channel outreach, and generate new sales opportunities from one platform. No more piecing together separate tools for data, sequencing, and inbox management.
With Ubico, you can:
- Build prospect lists from multiple sources including prospecting, trade data, website visitors, and your own imports.
- Find importers, exporters, and shippers using the Importers & Exporters segment.
- Enrich contacts with verified emails, phone numbers, and AI web research.
- Launch outreach campaigns across email and LinkedIn.
- Manage all prospect replies in one unified inbox with automatic categorization.
How Ubico works
Ubico is organized around three core areas: building your prospect lists, running outreach, and managing replies.
Segments
Segments are how you build and organize your prospect lists. When creating a new segment, you choose a source based on what you are trying to do.
People
- Prospecting: Source net-new contacts by defining your target audience using filters or using Ubigent AI.
- Data-driven: Segment contacts already in Ubico based on conditions you define, like engagement or response category.
- Import People: Upload an existing list from a CSV or Excel file.
Companies
- Website Visitors: Find companies that have visited your website.
- Importers & Exporters: Search trade data to find companies involved in trade.
Visual workflow builder
Build multi-step outreach campaigns combining email sequences, LinkedIn, conditional logic, and follow-ups. Workflows run automatically once a campaign goes live. Use Draft Email steps to review and personalize messages before they send.
Unified inbox
All replies from your connected email accounts land in one place. Replies are automatically categorized as interested, not-interested, out-of-office, bounced, or not now. An AI response generator suggests context-aware drafts so you can respond quickly. Multiple team members can view, draft, and manage replies together.
Product FAQ
Q: What are credits and how are they used?
Credits are the currency inside Ubico that give you access to features like data sourcing, validation, and enrichment. On a monthly plan, unused credits do not roll over to the next month. On an annual plan, you get all your credits upfront to use as and when you need. If you need more credits than your plan includes, you can purchase credit add-ons.
Q: What enrichment tools does Ubico include?
Ubico includes Wiza, FindyMail, ZeroBounce, and use Ubigent to do web research. No separate accounts or setup required. From any segment, add enrichment columns to find verified emails, phone numbers, or validate your list before sending. Run enrichment on a single contact or your entire list.
Q: What is UbiGent?
UbiGent is Ubico's AI web research agent. Add a Web Search column to any segment, write a plain-language prompt describing what you want to know, and UbiGent pulls answers from the web and fills them into your contact list. Example prompts: "Where they are located?", "How many warehouses does this company have?", "Do they support cross border shipment?" UbiGent is also available as a search bar inside Instant Segment to refine your search using plain language.
Q: What CRM integrations does Ubico support?
Ubico connects with HubSpot, Salesforce, Pipedrive, Monday CRM, and Zoho. It also integrates with HTTP API, and supports Slack notifications, Teams, and Website visitors.
Q: Does Ubico identify website visitors?
Yes. The Website Visitors feature shows which companies are visiting your website, which pages they viewed, and how often they return. You can reach out while interest is fresh or build a Data-Driven Segment based on visitor activity.
Q: Does Ubico include trade data?
Yes. The Importers & Exporters segment type lets you search global shipment records to find companies involved in trade. You can filter by HS codes, carriers, trade lanes, and shipment volumes to identify importers, exporters, and shippers — directly inside the platform.
Q: What's the difference between an Email step and a Draft Email step?
An Email step sends automatically when the campaign goes live. A Draft Email step requires you to manually review and trigger it before it sends. Use Draft Email steps when you want to personalize a message for a specific contact before it goes out.
Q: How many steps should a workflow have?
A typical workflow runs 5 to 7 steps, combining an opening message, a few follow-ups, and a final touchpoint. Shorter sequences with specific messaging tend to perform better than longer ones.
Q: What's the difference between Prospecting and Data-driven segments?
Prospecting segments source net-new contacts from outside Ubico based on your target audience criteria. Data-driven segments are built from contacts already in your workspace using conditions like email opens, response categories, or job title. Data-driven segments update automatically as contact behavior changes.
Q: Can I export my contacts from Ubico?
Yes. You can export contacts from any individual segment or your entire workspace. Go to People, select the contacts you want, and click Export.
Q: Can I import my own contact list into Ubico?
Yes. You can import an existing list of contacts directly into Ubico and use it as the basis for a segment or a campaign. Once imported, contacts can be enriched and added to workflows like any other segment.
Q: How do I connect my email account?
Go to Settings and connect your mailbox under Email Accounts. Ubico supports Gmail, Outlook, Office 365, Yahoo, and Exchange. Once connected, your sent campaigns and incoming replies will sync automatically.
Q: Can multiple team members use the same Ubico workspace?
Yes. Multiple team members can access the same workspace, share segments and campaigns, and collaborate on replies through the Unified Inbox. Each team member connects their own individual mailbox.
Q: How does intent data work in Segments?
Intent signals let you filter prospects based on recent business activity. When building an Automated Segment, you can target companies that are actively hiring for a specific role, have recently raised funding, added new leadership, launched a new product, or grown their headcount. This helps you reach out to prospects at the right moment.
Q: Can I pause or stop an active campaign?
Yes. You can pause or stop a campaign at any time from the campaign settings. Contacts that have already entered the workflow will stop receiving steps once the campaign is paused.
Q: How does email validation work?
Email validation checks that an email address is deliverable before you send to it. In Ubico, you can run validation through ZeroBounce or FindyMail directly on any segment. This helps protect your sender reputation and improve deliverability.
Q: How do I track campaign performance?
Ubico tracks the full campaign journey including contacts reached, opens, clicks, replies, and conversions. You can also set an average deal size to calculate the estimated pipeline value of interested conversations.
