All Upsales CRM Reviews

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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

peter

Furniture, 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

3

Reviewed January 2022

upsales the key to successful sales

PROS

A simple and user-friendly CRM. You get started quickly. Good opportunities for integrations with other systems. We also received good support when we started

CONS

Very poor document management, they focus on article sales and discounts. Does not really fit the way we work. Can not handle several different sales companies in the same system

Martin

Education Management, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2021

Straight forward and easy to use with a lot of features

PROS

It is easy to work with opportunities and the user interface is quite intuitive. As a manager is easy to get an overview of the pipeline and activity status in the list views. The reporting and dashboard tools are nice to work with as well.

CONS

I miss the social interactions that exists in other CRMs, eg to add a comment when someone in the team has closed a deal och converted a large opportunity to the next stage, or ask the sales rep to update the opportunity card :)

Anton

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed January 2022

Great program

Great

PROS

Ease of use and easy to create structure in your daily workflow

CONS

Hard to say, perhaps som easy way to take notes on a Company-card that is easy seen from each contact card.

Reason for choosing Upsales CRM

User face and easy to structure your sales work

Per

Staffing and Recruiting, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Great CRM-system

Great System and it helps us in our business.

PROS

It is easy to follow up on your leads and help us in our sales everyday. Easy to analize our sales and our calls.

CONS

Nothing at all. Everything we need Upsales have.

Katarina

Computer Software, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Upsales promotor

Helps us to align sales and marketing efforts in a smooth way and increase more leads.

PROS

I'm happy to promote Upsales. It's easy to use and very helpful support whenever I stumble across problems. Love their webinars that encourage me to take full use of the features.

CONS

Don't know, can't think of anything currently

Dennis

Banking, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed January 2022

Upsales is one of the best CRM in the market

PROS

Upsales CRM SYSTEM that have almost everything. If something is missing, you can fill in a request and they will take action

CONS

Searching for new customers, comment and follow up on customers.

Johan

Telecommunications, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Upsales

I like it. It Easy to use

PROS

Its realy Easy to use and i like the design of it

CONS

I have to make to steps to find telephonenumber

Reasons for switching to Upsales CRM

To find somthing better and callmaker was not in the cloud

Gillis

Education Management, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Simple and powerful

PROS

The system is simple to use and good support

CONS

Somtimes the colaboration with oter system not work so easy

Mikael

Building Materials, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2021

Very good program

Easy to use with a good platform of many relevant features!

PROS

Easy to use and very spot on! Very nice!

CONS

I dont miss anything what i know of. Many nice features!

Reason for choosing Upsales CRM

We never searched options.

Reasons for switching to Upsales CRM

We had to

Johan

Sports, 2-10 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Why Upsales?

The program have helped us to get more money to our charitty events in form of sponsors

PROS

it is easy to understand and simple to use

CONS

I dont miss anything in the program because it is just what i need

Reason for choosing Upsales CRM

this was the only we looking at

Reasons for switching to Upsales CRM

because this program are more suitible for us

Fredrik

Information Technology and Services, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Strongly recommend this company

Love it

PROS

Great well executed and current y platform that provides superior service and truly allow the sales force to focus on what’s important. Strongly recommend

CONS

Wish they provided more detailed contact info on leads outside Sweden.

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