All Upsales CRM Reviews
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Fredrik
Verified reviewer
Computer Software, 11-50 employees
Used daily for more than 2 years
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.
PROSEasy to use and straightforward. Good integration with Outlook. leads generator.
CONSWe 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
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.
PROSUsing 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
CONSThe 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
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed January 2022
An opinion
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.
CONSWhilst 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
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.
PROSIt's very intuiative and easy to use. It's also a powerful tool for all necessary reports that you need.
CONSWe 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
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.
PROSIntegration with Oneflow, leads generation
CONSSMS-function (text messages) integrated in Upsales. Agreement functions
peter
Furniture, 11-50 employees
Used daily for more than 2 years
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
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
CONSVery 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
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
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.
CONSI 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed January 2022
Great program
Great
PROSEase of use and easy to create structure in your daily workflow
CONSHard 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
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.
PROSIt is easy to follow up on your leads and help us in our sales everyday. Easy to analize our sales and our calls.
CONSNothing at all. Everything we need Upsales have.
Katarina
Computer Software, 11-50 employees
Used daily for less than 2 years
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.
PROSI'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.
CONSDon't know, can't think of anything currently
Dennis
Banking, 11-50 employees
Used daily for less than 2 years
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
Upsales CRM SYSTEM that have almost everything. If something is missing, you can fill in a request and they will take action
CONSSearching for new customers, comment and follow up on customers.
Johan
Telecommunications, 11-50 employees
Used daily for less than 2 years
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
PROSIts realy Easy to use and i like the design of it
CONSI 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
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2022
Simple and powerful
The system is simple to use and good support
CONSSomtimes the colaboration with oter system not work so easy
Mikael
Building Materials, 2-10 employees
Used daily for less than 12 months
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!
PROSEasy to use and very spot on! Very nice!
CONSI 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
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
PROSit is easy to understand and simple to use
CONSI 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
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
PROSGreat well executed and current y platform that provides superior service and truly allow the sales force to focus on what’s important. Strongly recommend
CONSWish they provided more detailed contact info on leads outside Sweden.