Upsales CRM

About Upsales CRM

Upsales CRM is a versatile CRM software platform that enables you to find fresh leads, close more transactions, and expand your client base with ease. It helps you find fresh leads to increase the efficiency of your sales process and grow your revenue. With Upsales’ account growth capabilities, you can uncover untapped potential in your current client base. You can get lead suggestions for all registered firms in the United Kingdom based on your sales history and contact information. You can invest your time on the correct offers and view everything from the pipeline's worth and progress to the likelihood and hazards of a transaction. You can discover upsell chances and get notifications when a consumer is ready to make a larger purchase. The platform allows you to see how many meetings you need to fulfill your sales targets, and make decisions based on data. It improves your prospecting and helps you to locate high-quality leads. Additionally, you can improve the predictability and efficiency of your whole sales process and complete more transactions.

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Pricing

Free Trial Not Available
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%
Reviews

75%
Momentum

60%
Popularity

69%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

Medium Business
Small Business

API Support

Available

Modes of Support

Online

Upsales CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

80%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Document Management

Ability to store and manage various information and documents in electronic format.

Upsales CRM Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Upsales CRM Others

Euro 59 per User per Month

Features

Salesboard and business opportunities
Customer lists with companies & contacts
Timeline of all customer history
Manage Family Group relationships
Create categories for contacts and companies
Segment your customers with advanced search
Activities, reminders and call lists
Meetings and calendars
Synchronise calendar with Exchange / Google
Find new customers through Bisnode company database
Update customer card with five years of financial history
Mobile app for iPhone iOS & Android
Reports and forecasts
Orders and product management
Automatic quotation and order templates
Customise Upsales with custom fields
Create roles and authorisation
Import and export data to Excel
Upload and keep track of important documents
Define and follow up activities and goals
Create and share views of activities and companies

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 29/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Upsales CRM Pricing

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Upsales CRM Reviews

User Rating

4.5/5 (Based on 114 Ratings)

Rating Distribution

Excellent
59.6%
Very Good
35.1%
Average
2.6%
Poor
0%
Terrible
2.6%

User Sentiments

Ease of Use, Organized Interface, Extensive Integrations, Comprehensive Sales Management

Occasional System Slowdowns, Limited Customization Options, Complex Marketing Automation Features, Sub-Optimal Mobile Experience

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Review Summary

User reviews of Upsales Sales and Marketing Platform highlight its ease of use, intuitive interface, and helpful customer support. Users praise the platform's ability to manage leads, track sales activity, and provide a clear overview of customer information. However, some users note occasional slow performance, limited mobile functionality, and a learning curve for certain features. Overall, Upsales is perceived as a valuable CRM solution, particularly for B2B businesses in the Nordic region, but it could benefit from improvements in areas like data import and marketing automation.