Upsales CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Upsales CRM

4.7

(16)

Pricing

Pricing available upon request

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 Screenshots

Upsales CRM Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Upsales CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Upsales CRM
A/B Testing
Activity Dashboard
API
Campaign Management
Channel Management
Commission Management
Contact Management
Contract/License Management
CRM
Customer Database
Customer Segmentation
Customizable CTAs
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Marketing
Email Templates
Engagement Tracking
Field Sales Management
Forecasting
Interaction Tracking
Landing Pages/Web Forms
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Marketing Automation
Marketing Calendar
Mobile Access
Multi-Channel Marketing
Multivariate Testing
Opportunity Management
Performance Metrics
Pipeline Management
Proposal Generation
Real-Time Data
Referral Tracking
ROI Tracking
Sales Analytics
Sales Reports
Sales Trend Analysis
Search Marketing
Social Marketing
Template Management
Visual Analytics
Website Visitor Tracking

Upsales CRM Integrations

Harvest

Slack

Eventbrite

Upsales CRM User Reviews

Overall Rating

4.7

Ratings Breakdown

69%

31%

Secondary Ratings

Ease of Use

4.6

Value for money

4.3

Customer support

4.6

Functionality

4.1

Fredrik G.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 S.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Reasons for choosing Upsales CRM

Marketing automation tool mostly and som other features

peter F.

Verified reviewer

Furniture

11-50 employees

Used daily for more than 2 years

Reviewed January 2022

upsales the key to successful sales

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Magnus B.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Reviewed January 2022

Easy-to-use CRM-system

It's a great CRM-system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons 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 R.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Reviewed January 2022

Bygglet Sales review

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Integration with Oneflow, leads generation

Cons:

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

Anton K.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed January 2022

Great program

Great

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Upsales CRM

User face and easy to structure your sales work

Per L.

Verified reviewer

Staffing and Recruiting

2-10 employees

Used daily for more than 2 years

Reviewed January 2022

Great CRM-system

Great System and it helps us in our business.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Rasmus D.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 2 years

Reviewed January 2022

An opinion

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Dennis A.

Verified reviewer

Banking

11-50 employees

Used daily for less than 2 years

Reviewed January 2022

Upsales is one of the best CRM in the market