Upwork bidding and proposal tracking in your CRM
A gated job feed, proposals that wait for your approval, and outcomes written back. Won jobs land on the same pipeline as email and LinkedIn.
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- Gated feed, not the firehose
- Win rate by profile and category
- Every bid approved by a person
The short answer
- SalesCrew runs Upwork as a sales channel inside the CRM. Saved searches run on a schedule, and a gate on client spend, hire rate, category and budget decides which jobs reach your list.
- Proposals are drafted into the approval queue, by you with Propose via approval or by the Upwork Bid agent. A person reads the bid and cover letter and approves the submit.
- Each proposal is recorded against the job and the profile that sent it, and the outcome comes back as interviewed, hired or no reply. That makes win rate by profile and category a real number.
- A job becomes a deal on your pipeline board with its client attached, next to the deals from every other channel.
Why Upwork belongs in the CRM
Most agencies bid out of a browser tab and report on it from memory. The proposal lives on Upwork, the conversation moves to email, and the deal gets typed into the CRM weeks later, if at all. You can't tell which profile wins or which category is worth the connects.
SalesCrew keeps the whole path in one database: job, proposal, outcome, client and deal. Your Upwork pipeline sits beside your cold email and LinkedIn pipeline, so you compare channels on the same numbers.
From job feed to won deal
The loop an agency runs every day.
- 1
A saved search runs
You define a search the way you'd type it on Upwork, test it, then put it on a schedule. The test shows you what it would have caught before it ever fills your feed.
- 2
The gate filters the results
Client spend, hire rate, category and budget thresholds decide what is worth your attention. Jobs below the bar stay out of the list.
- 3
A proposal is drafted into review
Start Propose via approval on a job, or let the Upwork Bid agent draft proposals for gated jobs. Either way the bid and the cover letter wait in the approval queue.
- 4
A person approves the submit
You read the proposal in full and approve it, and it's submitted from the profile you chose. Connects are spend, so this step always has a person on it.
- 5
The outcome comes back
Interviewed, hired or no reply is written against the proposal. With outcomes, the channel has a measurable cost per win.
- 6
The job becomes a deal
One action creates the deal from the Upwork job, with the client record attached. It moves through your stages like any other deal.
What you configure
The objects in the Upwork module and what each one gives you.
| Object | What you set | What it gives you |
|---|---|---|
| Saved searches | The query, the categories and the schedule | A feed that runs without anyone refreshing a tab |
| Feed gate | Client spend, hire rate, budget and category thresholds | A short list of jobs worth a proposal |
| Profiles | Which profile bids on which work | Attribution that shows which positioning wins |
| Proposals | Drafted into the approval queue, recorded per job and profile | A record of every bid, approved by a person |
| Outcomes | Interviewed, hired or no reply | Win rate by profile and by category |
| Clients | Records built from what Upwork's API returns | Spend and hire history, plus a company or LinkedIn link you add |
| Deals | A job promoted to a deal | Upwork revenue on the same board as every other channel |
| Connects | Spend on the platform | A human decision under the default policy, in every agent mode |
What you control
Spend stays with a person. Connects are money, and the policy table never hands money to an agent, whatever its mode. Every proposal submit waits in the approval queue for that reason.
The work stays on Upwork. Upwork's Terms of Use contain a non-circumvention clause, so SalesCrew submits proposals through your Upwork profiles and records the job, the proposal and the outcome beside it. Your pipeline gets the numbers, and the client relationship follows Upwork's rules.
Fiverr runs as a channel queue in the same module, so work from both marketplaces reports in one place.
Questions
- How do I track Upwork proposals and turn Upwork clients into CRM deals?
- Connect Upwork to SalesCrew with an API key. Saved searches feed a gated job list, each proposal is recorded against the job and the profile that sent it, and outcomes come back as interviewed, hired or no reply. One action turns a job into a deal on your pipeline board.
- Does SalesCrew submit proposals for me?
- A proposal is submitted after a person approves it. You start Propose via approval on a feed job, or the Bid agent drafts one, and the bid and cover letter wait in the approval queue. Connects are spend, so a person makes that call every time.
- Why is there no company name on an Upwork client?
- Upwork's API returns the client's spend and hire history but no company name. SalesCrew stores what the API returns and lets you attach the company or a LinkedIn profile by hand, so the record stays accurate.
- Can I see win rate by profile?
- Yes. Every proposal carries the profile that sent it and the outcome that came back, so win rate by profile and by category is a real number in the Upwork stats. You can read the same figures from Claude or ChatGPT over MCP.
- Which plan includes Upwork and Fiverr?
- Agency at $1,200 a month. It includes the marketplaces module, data sources, the marketing module and every agent, with unlimited seats.
Run Upwork as a measured channel
The marketplaces module is part of Agency at $1,200 a month, with unlimited seats.
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