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Upsales CRM solves a wide range of business problems for users, primarily focused on managing the sales process and generating leads. …
Overview
What is Upsales CRM?
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...
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What is Upsales CRM?
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.
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.upsales.com/pricing
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- Premium Consulting/Integration Services
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Product Details
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- Tech Details
What is Upsales CRM?
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 CRM Video
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Upsales CRM Integrations
Upsales CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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.
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.