Customer Care

We provide our clients with inbound and outbound outsourced customer care programs. We create the ultimate customer experience and relationship building through inquiry handling, upselling and cross-selling.

UPLevel successfully provides first party Customer Support programs to clients across many industries, including:

energy clients

financial institutions

colleges & universities


government entities

Superior Net Promoter (Customer Experience) Scores have allowed clients to measure the positive experience their customers have had with UPLevel representatives. UPLevel consistently maintains the highest customer experience results on record for several clients.


We offer exceptional customer care

Jointly established goals for resolution are set and consistently met and exceeded to demonstrate UPLevel’s value as an ongoing partner.

Brand ambassador inquiries

Front desk reception

Overflow/peak calling support

Intake programs

Appointment scheduling

Customer care services include:

Front Desk

As a full service contact center, UPLevel supports many clients by providing remote front desk reception and after hours and overflow/peak calling support that is totally aligned to the client’s brand and expected outcomes at all times.

UPLevel has supported clients for many years creating the ultimate experience for their customers by providing 100% live answer availability during their regular business hours, during team absences and during periods of spiked call volumes, relationship building through inquiry handling, upselling and cross-selling.

Front Desk solutions are completely customizable and can include:

Warm Welcome Reception

Contact Management

Overflow & Peak Calling Support

Credit Card Winback Campaigns

Help Desk

UPLevel seamlessly delivers knowledgeable, effective and prompt help desk support remotely on your behalf while you focus on your core business. Help desk solutions are fully customizable to suit your specific business needs.  Our team takes the time to listen and truly understand user concerns, and triage and escalate them according to required expertise and urgency.

UPLevel Help Desk is a robust and flexible extension of your team, handling support calls and contacts ensuring that your users are in great hands.

Here’s how we support your customers and your team:

Password resets and user support

Online banking support

Account balance and status inquiries

New member web orientation

Tier 1 support and ticket triage

Front line user communication

Outage monitoring and escalation

23 languages available to assist new users

Hear what our amazing clients say about UPLevel

Our core values are at the heart of all that we do. They are integrated into our daily work lives and help us to remember our clients always come first.

"Big Life Journal has been working with the UPLevel team since 2019. I'm always blown away by how fast the team learns and gets up to speed. All team members are incredibly responsive, patient, and attentive to details. Thank you so much for being our extended team, we are so lucky we found you!"

Big Life Journal

"UPLevel creates an excellent Member experience for us handling all of our virtual visitors with care and professionalism. From IT Help Desk support to Member telephone inquiries of all kinds, UPLevel treats our members like their own – promoting our brand and helping us create a culture that differentiates us and creates loyalty. Our Board, staff and our members have remarked on the friendly and capable member care they receive through our new arrangement. We recommend UPLevel to any Credit Union – their call center support is truly exceptional."

The Energy Credit Union

"It has been a pleasure working with your incredible team members over the years who excel at what they do and provide outstanding service and support to us. Wishing you many more years of continued success!"

Sun Life Financial

“We could not have gotten our start, grown our business and continued to exceed our customer expectations without UPLevel. They have been our secret competitive advantage, since we launched our first product. With their existing customer service infrastructure, we appear like an eight figure company to our customers. They go above and beyond every day – our customers love them – they’ve helped us create customers for life and build our brand. Responsive, highly effective, positive, innovative. I highly recommend the team at UPLevel for customer support.”

Drew Levich, Founder, Dammit Dolls & Veterinary Naturals

“As a founder and CEO of three national companies, two ranked on the INC 500 list of America’s Fastest Growing Private Companies, and business advisor to leading companies, I have worked with many successful CEO’s. In working closely with Tracey since 2009, I can confidently say she is a rare leader that is in a league of her own, with the rare ability to create dramatic and consistent growth, ever increasing quality for her clients, and building a company culture second to none.”

Scott Hallman, Founder & CEO

“I’ve had the opportunity to work with and get to know the leadership and business model at UPLevel. They have a world class culture that inspires people, growth and performance. Behind every word is action and results designed to drive their clients’ success.”

Cameron Herold, Founder COO Alliance, Author of Meetings Suck

“The transition was so successful I moved my entire C suite to UPLevel Front Desk last year. The result has been hours of freedom, less interruption, more focus on driving results and growth.”

Centuria Natural Foods

“Working with UPLevel is seamless, fun, and a fantastic decision for my business. We get amazing results from top notch people. They don’t feel like a remote team, they are your team. Don’t hesitate to work with UPLevel.”

Modern Law

“UPLevel’s professionalism and helpfulness has been exceptional, with everyone at UPLevel always ready and willing to jump in and assist wherever possible. UPLevel’s standard for service excellence has been outstanding.”

Coast Capital Savings Federal Credit Union

“Ongoing Operations decided to use UPLevel to provide our first tier client support. We have been thrilled with the amazing job they have done taking over a critical function, communicating effectively with clients, following procedures, and helping us architect a great experience for our clients. Their ability to learn our systems (technology and process), friendliness, and professionalism ensure that our clients get timely technical support with great communication every step of the way!”

Kirk Drake, Author of CU 2.0; CEO, Ongoing Operations