Name: Upsales CRM
Author: Upsales

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Electronic Signature

Partner Relationship Management

Quality Management

Whistleblowing

Enterprise

Accounting

Loan Origination

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Engagement

HR Management

Leave Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

Browser

Bug Bounty

Cloud Migration

Cloud Storage

Compliance Consulting

Container Security

Data Center Power

Data Virtualization

Database Management

DevOps

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Process Mining

Product Implementation Services

Requirements Management

Scale-Out Storage

Software Defined Networking (SDN)

Software Distribution

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Competitive Intelligence

Content Management

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

Security

Assisted Living

Estate Planning

Jail Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Veterinary

Vertical-Specific

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### Customer Engagement
Users consistently praise Upsales CRM for its ability to effectively manage and engage with customers. The platform's customer engagement functionalities are highly regarded, with users highlighting its ease of use in tracking customer interactions and activities. Upsales CRM's customer engagement features enable users to maintain a clear overview of customer journeys, ensuring that no customer is overlooked. Additionally, the system's ability to centralize customer information and provide proactive insights contributes to a more personalized and efficient customer engagement approach. Despite some minor suggestions for improvement, users generally express satisfaction with Upsales CRM's customer engagement capabilities.

### Activity Tracking
Users consistently highlight the efficiency and ease of use of Upsales CRM's activity tracking feature. They appreciate the platform's ability to streamline the process of managing contacts, tasks, and ongoing sales activities. Many users find that Upsales CRM helps them stay organized and on top of their daily tasks, ensuring that important activities are not overlooked. The system's capability to provide a comprehensive overview of sales progress and customer interactions is particularly valued by users. Additionally, the platform's integration with other applications for real-time notifications enhances the user experience and facilitates timely follow-ups on important activities.

### Prospecting Tools
Users consistently highlight the ease of managing prospects and new leads with Upsales CRM's prospecting tools. The platform's ability to streamline prospect organization, track interactions, and facilitate follow-ups garners positive feedback. However, some users express a desire for enhanced features to store and manage new prospects efficiently. Despite this minor drawback, the general sentiment leans towards Upsales CRM's prospecting tools being a valuable asset in sales and lead management.

### Marketing Automation
Users generally praise Upsales CRM for its robust marketing automation capabilities. The platform's marketing automation tools are highlighted for streamlining lead generation, customer information management, and sales processes. Users appreciate the ease of creating and tracking marketing campaigns, as well as the integration with other tools like MS365 for efficient information sharing. While some users mention limitations in design customization and advanced features like A/B testing, the overall sentiment leans towards Upsales CRM being a valuable asset for enhancing marketing efforts within organizations.

### Lead Generation
Users commonly praise Upsales CRM for its lead generation capabilities. Reviewers highlight the system's effectiveness in prospecting and generating new leads, which saves time for employees and allows them to focus on actual selling activities. The marketing automation features are also commended for streamlining lead generation processes. Additionally, users appreciate how Upsales CRM centralizes business processes around customers, particularly in pre-sales, marketing, and sales interactions. The system's user-friendly interface and competent support for sales and marketing efforts are noted as key strengths in enhancing lead generation strategies.

### Sales Pipeline Management
Users consistently praise Upsales CRM for its effective sales pipeline management capabilities. They highlight the platform's ability to provide a clear and structured overview of their sales pipeline, enabling them to track deals, leads, prospects, and contacts efficiently. Users appreciate the ease of use and intuitive interface that Upsales CRM offers, allowing them to stay organized and work more efficiently in their daily sales activities. The system's customizable pipeline features and insightful reporting tools further enhance users' ability to manage their sales lifecycle effectively. Despite some minor feedback regarding multiple relationship trees and visibility of quotes in the pipeline, users overall find Upsales CRM to be a valuable tool for optimizing their sales processes and driving business growth.

### Analytics and Reporting
Users appreciate the comprehensive information gathered by Upsales CRM's analytics tool, facilitating efficient tracking of sales progress and team workload. However, some users express a desire for more customization options in the sales process and improved integration with Fortnox. Additionally, the ability to easily export graphics for presentations is identified as an area for enhancement. Despite these minor drawbacks, the overall sentiment leans towards the system's user-friendly nature and the valuable insights provided by its analytics and reporting features.

### Information Management
Users appreciate the time-saving benefits of the strong integration between Microsoft 365 and UpSales CRM, which enhances information sharing with peers and management. However, some users feel that the task module could be more interactive and the customer interface could be optimized for better information dissemination. Despite these minor drawbacks, UpSales CRM's information management functionality remains a key asset for users seeking efficient data organization and accessibility within their business operations.

### User Experience
Users consistently highlight the ease of use, intuitive design, and efficient follow-up features of Upsales CRM. They appreciate the simplicity and user-friendliness of the platform, noting that it helps them stay organized and track their leads effectively. The positive feedback emphasizes the system's ability to streamline processes and enhance productivity for sales and marketing tasks. Additionally, users find the integration capabilities and support services to be valuable in optimizing their experience with Upsales CRM.

### Strategic Planning
Users unanimously praise Upsales CRM for its efficient planning features and tools. The platform's strategic planning capabilities are highlighted as a key strength, with users commending its ability to streamline their daily work schedules and provide a clear overview of upcoming activities. The structured planning schedule and easy access to company information make Upsales CRM a valuable tool for prospecting and organizing meetings with customers. Users appreciate the platform's support in maintaining a well-organized and productive work routine, emphasizing its role in enhancing their planning efficiency for both current and future tasks.

### Contact Management
Users generally praise Upsales CRM's contact management capabilities. They appreciate the ease of adding new contacts, tracking activities, and managing sales processes efficiently. However, some users express concerns about the system's organization, particularly in locating specific information like comments or syncing calendars. Despite these minor drawbacks, the majority of users find Upsales CRM's contact management features to be intuitive and beneficial for maintaining a comprehensive view of their contacts and activities.

Users commonly recommend Upsales for its simplicity and efficiency as a CRM, with most tools already in place. They also suggest reaching out to Upsales for help, as the company provides quick responses and good customer service. Reviewers believe that Upsales is particularly suitable for large companies due to its high cost and ability to manage large databases. In addition, users recommend Upsales for its ease of use and the options it offers to help manage marketing campaigns. Overall, users describe Upsales as a great CRM system that aligns well with their business practices.

Upsales CRM solves a wide range of business problems for users, primarily focused on managing the sales process and generating leads. Users can easily keep track of progress and workload of their sales teams through its platform. The software provides an excellent overview of sales and leads, automatically processing existing customers, making work more structured and effective, and providing high accuracy in the entire sales process.

The platform saves valuable time for employees by automating the sales lifecycle and marketing automation tasks. Upsales CRM is also great for new business, with lists for calling and easy information sharing with peers and management. It helps users gather more information on target customers while providing specialized sales platforms, ultimately building growth. The software's ability to have a 360-degree view of customers and to be proactive in contacts makes it easy to follow up. Upsales CRM provides insights that allow users to change their sales plan and strategy based on the data provided. Overall, Upsales CRM streamlines the sales process for businesses by centralizing customer information, automating marketing tasks, and reducing manual effort on lead generation.

User-friendly Interface: Users appreciate the user-friendly and intuitive interface of Upsales CRM, making it easy for them to navigate and complete tasks quickly. Many reviewers have mentioned that this feature is the most important aspect of the software.

Effective Sales Management: Several users have stated that Upsales CRM has been highly effective in managing their sales processes. The system provides all daily sales process tools necessary for activity management, including generating quotes, tracking daily activities, and integrating seamlessly with other applications for receiving real-time notifications.

Great Customer Support: Many reviewers have praised Upsales' customer support team for being helpful and responsive, providing quick answers to queries. The technical support provided by Upsales is clear and rapid, with quick response times, making it easier for users to follow up on leads and analyze sales and calls.

Cumbersome Subscription Management: Some users have found the subscription management and task module to be difficult to navigate, making it cumbersome and not interactive enough for their needs.

Missing Features: Several reviewers reported that certain features were missing from Upsales CRM, including mass-creating follow-up activities and advanced filtering options. Users also expressed dissatisfaction with a lack of social interactions in the software, such as commenting on closed deals or conversions.

Poor Document Management: Many users have noted that document management is poor in Upsales CRM, leading to difficulties when trying to manage files within the system.

Upsales is a comprehensive CRM, Marketing Automation and Business Intelligence platform designed to meet the needs of fast-moving companies. The interface covers every aspect of managing your business - attracting leads, nurturing them through the sales process and analyzing results. Upsales brings together features that are traditionally separate products, creating a seamless transition between sales and marketing.

The software's marketing automation module is powerful in helping organizations extend their reach while converting more visitors into qualified leads. Additionally, sales analytics provides deeper insights into how sales team efforts translate to actual business results. By integrating with billing-systems, calendar and email-systems among others, Upsales makes customer data easily available across various platforms.

Upsales offers retargeting features for distributing targeted messages based on prospects' interests and history, facilitating more conversions over time. With Upsale’s ROI follow-up feature it’s easy to track what happens even after handing over leads to the sales team ensuring clear and relevant ROI evaluation for your organization. Suitable for B2B companies but especially popular among small to mid-market enterprises looking to streamline processes that boost overall productivity at scale without having multiple tools running simultaneously.

Upsales is a sales management platform from the company of the same name in Stockholm, Sweden, providing customer and contact management, todo and appointment management, as well as sales pipeline management.

Sugar Sell from SugarCRM is a collaborative CRM, allowing users to track and monitor activities, map each customer’s journey. Sugar Sell replaces former editions of the SugarCRM product, including the SugarCRM Community Edition, the open source edition, which is discontinued.

Essentials

Advanced

Premier

Standard

Free Forever

CRM Bundle

Upsales CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Upsales

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Upsales CRM

Overview

What is Upsales CRM?