8.1
SpotScore
Upsales CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market
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LeadfrontTrusted by teams including WiseGroup
Overview
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Security & Compliance
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What is Upsales CRM?
Upsales CRM is a feature rich, affordable and easy-to-use Customer Relationship Management (CRM) software that comes with a built-in phone, email and fax gateway. It provides companies the ability to manage all existing interactions, as well as capture new leads automatically through a variety of marketing strategies.
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Upsales CRM Software Demo
Upsales CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Upsales CRM
- Team types
- Medium Business, Small Business
Why teams choose Upsales CRM
Affordable pricing makes it accessible for startups.
Built-in communication tools enhance user experience.
Lead capture automation simplifies the sales process.
Is Upsales CRM right for you?
What buyers should know before shortlisting Upsales CRM
Upsales Sales and Marketing Platform stands out as a reliable, user-friendly CRM solution that effectively caters to the needs of sales and marketing teams. Its intuitive interface and clean design receive consistent praise for simplifying processes and providing easy navigation.
Many users have highlighted the platform's ability to organize sales pipelines, track leads, and manage customer data seamlessly, making it a powerful tool for improving productivity and efficiency. Features like customizable reports, integration with Outlook, and the ability to monitor activity and plan tasks are frequently applauded.
The built-in prospecting tools and follow-up systems also enhance lead generation and customer engagement. However, certain drawbacks, such as occasional lags, the complexity of some advanced features, and limitations in mobile app functionality, indicate room for refinement.
Some users have expressed a desire for more robust task management tools and faster feature development. Despite these minor setbacks, Upsales continues to impress with its comprehensive capabilities, excellent customer support, and adaptability for both sales and marketing functions, making it a worthwhile investment for growing businesses seeking efficiency and organization.
Upsales CRM pros and cons
- Upsales CRM pros
Affordable pricing makes it accessible for startups.
Built-in communication tools enhance user experience.
Lead capture automation simplifies the sales process.
- Upsales CRM cons
May not scale well for larger teams.
User interface could be more intuitive.
Ready to try it?
Get started with Upsales CRM
Connect with the team for a personalised demo.
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What is the pricing of Upsales CRM?
Upsales CRM Pricing Plans
Weighing your options?
Not sure if Upsales CRM fits your budget?
Upsales CRM reviews and ratings
What buyers like
- Interface is easy to navigate for non-technical users.
- To-do lists, follow-up reminders, and pipeline management keep workflows structured.
- Simplifies lead tracking and gives teams cross-functional visibility.
Common complaints
- Some users report lagging, saving issues, and freezing that disrupt workflows.
- Customization options can be complex without clear guidance.
- Mobile app has fewer features than the desktop version.
What users are saying
AU
Anonymous User
10/17/23
"Great CRM for The Salesteam!"
What do you like best about Upsales Sales and Marketing Platform? Very easy CRM to work with, great to see the biusnesssales every year/month and also ...
Read more
AU
Anonymous User
10/17/23
"Great CRM for The Salesteam!"
What do you like best about Upsales Sales and Marketing Platform? Very easy CRM to work with, great to see the biusnesssales every year/month and also ...
Read more
NA
Noah A
10/04/23
"Makes your job 100 times lighter"
What do you like best about Upsales Sales and Marketing Platform? How easy and organized it is. Best CRM I've worked with so far What do you dislike ...
Read more
NA
Noah A
10/04/23
"Makes your job 100 times lighter"
What do you like best about Upsales Sales and Marketing Platform? How easy and organized it is. Best CRM I've worked with so far What do you dislike ...
Read more
AU
Anonymous User
09/18/23
"Very good"
What do you like best about Upsales Sales and Marketing Platform? Good system alot different things and that we can see if they saw our email What do ...
Read more
VN
Victor N
09/11/23
"Very pleasant."
What do you like best about Upsales Sales and Marketing Platform? Easy interface. The tools are easy to use and very clear. What do you dislike about ...
Read more
- See if Upsales CRM fits your business
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- A demo or quick answers, your call
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What are the features of Upsales CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Upsales CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating Upsales CRM.
Certifications
Developer & data
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Upsales CRM Customers
WiseGroup
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B and O
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NOA
Bravura
SolidEngineer
Hitta
Jurek
Startdeliver
Hoist Group
Steelwrist
Upsales CRM Support Options
Frequently Asked Questions About Upsales CRM
Common questions buyers ask before choosing Upsales CRM.
Upsales CRM is a CRM Software. Upsales CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Upsales CRM: May not scale well for larger teams.; User interface could be more intuitive.; Advanced features are limited..
Some top alternatives to Upsales CRM includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and CRM.io by 500apps.
Upsales CRM offers Subscription pricing model
The starting price is not disclosed by Upsales CRM. You can visit Upsales CRM pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].