Upsales CRM

RATING:

4.7

(16)

About Upsales CRM

Upsales is a CRM, Marketing Automation, and Business Intelligence platform. The interface takes users through the entire platform, from attracting leads, to managing the sales process, and analyzing the results. With all features connected in one platform, great opportunities start to show, and what in most cases are considered as separate products are weaved together in Upsales. Creating a seamless transition between sales and marketing.

Upsales CRM Pricing

Free trial: 

Available

Free version: 

Not Available

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Upsales CRM Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for Upsales CRM

1 - 5 of 16 Reviews

User Profile

Fredrik

Verified reviewer

Computer Software, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2022

Best in class CRM

I really like Upsales and it keeps a good overview of all my business at any given time.

PROS

Easy to use and straightforward. Good integration with Outlook. leads generator.

CONS

We had of cause some hiccups at the start of implementing Upsales and in the long run, it works terrific!

Reasons for switching to Upsales CRM

It was an old desktop solution.

Christopher

Financial Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Good CRM and Marketing Automation tool!

The support, the contacts and that they come with new features (some that cost extra and others for free). A little bit like Tesla cars that they are constantly improving regardless of the age of the car.

PROS

Using only one software instead of many - clearly a big advantage. Then maybe Uppsala is not the absolute best in all areas. But due to new features and good thoughts, it just gets better and better

CONS

The price and that it is not a bit developed yet like many other services if you choose a service that only does one thing. But it's still really good!

Reason for choosing Upsales CRM

Marketing automation tool mostly and som other features

Rasmus

Financial Services, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed January 2022

An opinion

PROS

I really like how easy the system is to use in general and how you can use the system for follow up on sales through the Analytics tool and Upsales Insights. The modules that can be added on are also great such as the Sales TV or Advanced order logic.

CONS

Whilst the system is great it is not perfect. Like I said it is easy to use but sometimes when you are looking for information for a company, for example a comment made from the salesperson, the comment isn't easy to find. It might be on the compant card or the sales oppurtunity or even on the original meeting. If these would be gathered in oneplace the experience would be better. There are other kinks with some Apps, such as calender syncing and such that could be better aswell.

Reasons for switching to Upsales CRM

The previous CRM was used more like a database for our files instead of a CRM system and it felt really clunky to use. Also our COO had experience with upsales which made our switch much easier.

Magnus

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed January 2022

Easy-to-use CRM-system

It's a great CRM-system.

PROS

It's very intuiative and easy to use. It's also a powerful tool for all necessary reports that you need.

CONS

We tried out the agreement-module two years ago but it didn't meet our demands. Recantly there have been some updates, so hopefully we can use the module in the future. It would be great to be able to have all our customer contracts in Upsales as well.

Reason for choosing Upsales CRM

More modern, easy-to-use

Reasons for switching to Upsales CRM

Lots of reasons. Upsalse was much more modern and ease-to-use platform then webCRM. Also much better Marketing Automation

Johan

Information Technology and Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Bygglet Sales review

We are using Upsales as CRM and marketing tool and it help us being effective.

PROS

Integration with Oneflow, leads generation

CONS

SMS-function (text messages) integrated in Upsales. Agreement functions