# Upsales Sales and Marketing Platform vs monday CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that monday CRM excels in automating workflows, which significantly enhances productivity. Users appreciate features like the AI Sidekick that streamlines deal coaching and automations that ensure no tasks are overlooked, making it a game-changer for teams managing multiple deals.
- **Users say** that Upsales Sales and Marketing Platform offers a user-friendly experience, particularly for small businesses. Reviewers highlight its ability to manage both sales and marketing in one place, allowing for seamless tracking of leads and customer interactions, which is crucial for startups looking to grow.
- **According to verified reviews** , monday CRM has a robust support system that helps users navigate challenges effectively. The platform's ability to integrate with tools like Gong for automatic updates is particularly praised, making it easier for sales teams to stay informed without constant manual input.
- **Reviewers mention** that while Upsales provides a solid overall experience, it may not have the same level of market presence as monday CRM, which boasts a higher G2 Score and a larger user base. This difference suggests that monday CRM might offer more extensive community support and resources.
- **Users highlight** that both platforms have similar ease of use ratings, but monday CRM edges out slightly with its more comprehensive feature set, including advanced reporting and dashboard capabilities that help teams visualize their performance and make data-driven decisions.
- **G2 reviewers note** that while Upsales has a strong focus on customer relationship management, it may lack some of the advanced automation features that monday CRM offers, which can be a deciding factor for teams looking to optimize their sales processes and improve efficiency.



| | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 181 | 1,448 | 
| **Largest Market Segment** | Small-Business (71.1% of reviews) | Small-Business (76.7% of reviews) | 
| **Entry Level Price** | Free Trial 30 users (14 days) | $12.00 Per Month | 

---
## Top Pros & Cons

### Upsales Sales and Marketing Platform

Pros:
- Ease of Use (3 reviews)
- Lead Management (3 reviews)

Cons:
- Limited Customization (4 reviews)
- Learning Curve (3 reviews)

### monday CRM

Pros:
- Ease of Use (190 reviews)
- Integrations (107 reviews)

Cons:
- Missing Features (78 reviews)
- Learning Curve (76 reviews)

---
## Ratings Comparison
| Rating | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
  | **Meets Requirements** | 8.5 (128 reviews) | 8.6 (1030 reviews) | 
  | **Ease of Use** | 8.8 (130 reviews) | 8.8 (1095 reviews) | 
  | **Ease of Setup** | 8.4 (44 reviews) | 8.5 (867 reviews) | 
  | **Ease of Admin** | 8.6 (40 reviews) | 8.8 (541 reviews) | 
  | **Quality of Support** | 8.9 (117 reviews) | 8.5 (896 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (39 reviews) | 8.9 (530 reviews) | 
  | **Product Direction (% positive)** | 8.4 (120 reviews) | 9.2 (968 reviews) | 

---
## Pricing

### Upsales Sales and Marketing Platform

#### Entry-Level Pricing

Plan: Free trial

Price: Free Trial 30 users (14 days)

Description: No credit card needed

Key Features:
- Import ERP data to maximise your trial
- Access the entire system

[Browse all 2 editions](https://www.g2.com/products/upsales-sales-and-marketing-platform/pricing)

#### Free Trial

Yes

### monday CRM

#### Entry-Level Pricing

Plan: Basic

Price: $12.00 Per Month

Description: Organize all your team’s leads, contacts, & deals

Key Features:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards

[Browse all 4 editions](https://www.g2.com/products/monday-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Upsales Sales and Marketing Platform** | 7.7/10 | 105 |
| **monday CRM** | 8.0/10 | 940 |

#### Sales Force Automation

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Contact & Account Management** | 8.3 (89 reviews) ✓ Verified | 8.7 (637 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | 8.1 (58 reviews) | 7.9 (494 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.4 (86 reviews) ✓ Verified | 8.7 (623 reviews) | 
| **Task / Activity Management** | 8.5 (90 reviews) ✓ Verified | 8.9 (683 reviews) | 
| **Territory & Quota Management** | 7.8 (63 reviews) ✓ Verified | 7.7 (461 reviews) | 
| **Desktop Integration** | 8.2 (65 reviews) ✓ Verified | 8.3 (524 reviews) | 
| **Product & Price List Management** | 7.7 (66 reviews) ✓ Verified | 7.8 (470 reviews) | 
| **Quote & Order Management** | 7.8 (68 reviews) ✓ Verified | 7.6 (472 reviews) | 
| **Customer Contract Management** | 7.8 (65 reviews) | 8.0 (501 reviews) | 
| **Contract/License Management** | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Email Marketing** | 7.5 (68 reviews) ✓ Verified | 7.6 (492 reviews) | 
| **Campaign Management** | 7.6 (62 reviews) ✓ Verified | 7.8 (486 reviews) | 
| **Lead Management** | 8.2 (67 reviews) ✓ Verified | 8.7 (590 reviews) | 
| **Marketing ROI Analytics** | 7.6 (45 reviews) ✓ Verified | 7.6 (455 reviews) | 
| **Email Management** | Not enough data | Not enough data | 
| **File Management** | Not enough data | Not enough data | 
| **Deal Management** | Not enough data | Not enough data | 

#### Customer Support

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Case Management** | 7.8 (55 reviews) | 8.3 (492 reviews) | 
| **Customer Support Portal** | 7.9 (40 reviews) | 7.9 (428 reviews) | 
| **Knowledge Base** | Feature Not Available | 8.2 (455 reviews) | 
| **Call Center Features** | 7.4 (52 reviews) | 7.2 (412 reviews) | 
| **Support Analytics** | 7.4 (36 reviews) | 7.9 (467 reviews) | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Opportunity Management** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Communication Management** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 
| **Predictive Analytics** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Channel Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Field Sales Management** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Reporting** | 8.1 (70 reviews) ✓ Verified | 8.2 (565 reviews) | 
| **Dashboards** | 8.3 (80 reviews) ✓ Verified | 8.7 (625 reviews) | 
| **Forecasting** | 7.7 (69 reviews) ✓ Verified | 8.0 (489 reviews) | 

#### Mobile & Social

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Social Collaboration Features** | Feature Not Available | 8.1 (449 reviews) | 
| **Social Network Integration** | Feature Not Available | 7.4 (362 reviews) | 
| **Mobile User Support** | 7.4 (55 reviews) ✓ Verified | 7.7 (495 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Customer Support** | Not enough data | Not enough data | 
| **Multi-Channel Social Integration** | Not enough data | Not enough data | 

#### Platform

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Customization** | 7.2 (35 reviews) ✓ Verified | 8.8 (564 reviews) | 
| **Workflow Capability** | 7.7 (36 reviews) ✓ Verified | 8.7 (566 reviews) | 
| **User, Role, and Access Management** | 7.7 (36 reviews) ✓ Verified | 8.6 (530 reviews) | 
| **Internationalization** | 7.5 (26 reviews) ✓ Verified | 8.1 (442 reviews) | 
| **Sandbox / Test Environments** | 7.1 (24 reviews) ✓ Verified | 7.6 (388 reviews) | 
| **Document & Content Mgmt.** | 7.2 (29 reviews) | 8.0 (482 reviews) | 
| **Performance and Reliability** | 7.9 (37 reviews) ✓ Verified | 8.4 (538 reviews) | 
| **Output Document Generation** | 8.1 (26 reviews) ✓ Verified | 7.8 (443 reviews) | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 

#### Integration

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Data Import & Export Tools** | 7.4 (38 reviews) ✓ Verified | 8.2 (471 reviews) | 
| **Integration APIs** | 7.4 (30 reviews) ✓ Verified | 7.9 (431 reviews) | 
| **Breadth of Partner Applications** | 7.4 (30 reviews) ✓ Verified | 8.0 (424 reviews) | 
| **Third-Party Integration** | Not enough data | Not enough data | 
| **Internal Chat Integration** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **AI Text Generation** | 6.8 (14 reviews) | 7.2 (341 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 

#### Agentic AI - CRM

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (84 reviews) | 
| **Multi-step Planning** | Not enough data | 8.0 (78 reviews) | 
| **Cross-system Integration** | Not enough data | 8.2 (83 reviews) | 
| **Adaptive Learning** | Not enough data | 7.9 (78 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.8 (78 reviews) | 
| **Proactive Assistance** | Not enough data | 7.9 (81 reviews) | 
| **Decision Making** | Not enough data | 7.8 (79 reviews) | 
| **Calendar/Reminder System** | Not enough data | Not enough data | 

#### 

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Search/Filter** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Batch Processing** | Not enough data | Not enough data | 
| **Email Tracking** | Not enough data | Not enough data | 
| **Tagging** | Not enough data | Not enough data | 
| **Pipeline Reports** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Segmentation** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Role-Based Permissions** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Data Security** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Calendar Sync** | Not enough data | Not enough data | 
| **For Startups** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Trend Analysis** | Not enough data | Not enough data | 
| **For iPad Devices** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **For Mac Devices** | Not enough data | Not enough data | 
| **Landing Pages/Web Forms** | Not enough data | Not enough data | 
| **Lead Nurturing** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Prioritization** | Not enough data | Not enough data | 
| **Web-based Deployment** | Not enough data | Not enough data | 
| **Softphone** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Customer Database** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Email Sequences** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Lead Assignment** | Not enough data | Not enough data | 
| **For Small Businesses** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Business Card/Badge Scanning** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Customer Social Profiles** | Not enough data | Not enough data | 
| **Social Promotion** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Customer Engagement** | Not enough data | Not enough data | 
| **Sentiment Analysis** | Not enough data | Not enough data | 
| **Brand Tracking** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **Upsales Sales and Marketing Platform** | 7.8/10 | 50 |
| **monday CRM** | N/A | N/A |

#### Email Marketing

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Building and Personalizing Emails** | 7.2 (29 reviews) ✓ Verified | Not enough data | 
| **Sending Outbound Emails** | 7.6 (32 reviews) ✓ Verified | Not enough data | 
| **Manage Email Deliverability** | 7.2 (29 reviews) ✓ Verified | Not enough data | 
| **Automated Email Responses** | 7.4 (27 reviews) ✓ Verified | Not enough data | 

#### Online Marketing

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Landing Pages and Forms** | 8.3 (23 reviews) ✓ Verified | Not enough data | 
| **Dynamic Content** | 7.9 (15 reviews) ✓ Verified | Not enough data | 
| **A/B Testing** | Feature Not Available | Not enough data | 
| **Mobile Optimized** | 7.4 (26 reviews) ✓ Verified | Not enough data | 
| **Search Tracking and Optimization** | 8.0 (11 reviews) | Not enough data | 
| **Conversion Rate Optimization** | Not enough data | Not enough data | 
| **Multivariate Testing** | Not enough data | Not enough data | 

#### Lead Management

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Marketing Lead Database** | 8.1 (24 reviews) ✓ Verified | Not enough data | 
| **Data Quality Management** | 7.3 (20 reviews) ✓ Verified | Not enough data | 
| **Segmentation** | 8.5 (26 reviews) ✓ Verified | Not enough data | 
| **Lead Scoring and Grading** | 8.3 (23 reviews) ✓ Verified | Not enough data | 
| **Lead Nurturing** | 8.6 (22 reviews) ✓ Verified | Not enough data | 
| **Online Behavior Tracking** | 8.6 (22 reviews) ✓ Verified | Not enough data | 
| **Automated Alerts and Tasks** | 8.3 (23 reviews) ✓ Verified | Not enough data | 
| **CRM Lead Integration** | 8.7 (21 reviews) ✓ Verified | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Social Marketing** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Multi-Channel Marketing** | Not enough data | Not enough data | 
| **Conversion Tracking** | Not enough data | Not enough data | 
| **ROI Tracking** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Campaign Segmentation** | Not enough data | Not enough data | 
| **Search Marketing** | Not enough data | Not enough data | 
| **SMS Marketing** | Not enough data | Not enough data | 
| **Website Visitor Tracking** | Not enough data | Not enough data | 

#### Campaign Management

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Program Management** | 6.7 (21 reviews) ✓ Verified | Not enough data | 
| **Event / Webinar Marketing** | 8.1 (25 reviews) ✓ Verified | Not enough data | 
| **Calendaring** | Feature Not Available | Not enough data | 
| **Budgeting** | 7.6 (11 reviews) | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Template Management** | Not enough data | Not enough data | 

#### Social

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Social Listening** | Feature Not Available | Not enough data | 
| **Social Sharing** | Feature Not Available | Not enough data | 
| **Social Campaigns** | Feature Not Available | Not enough data | 
| **Social Media Engagement** | Feature Not Available | Not enough data | 
| **Social Media Advertising** | Feature Not Available | Not enough data | 
| **Drip Campaigns** | Not enough data | Not enough data | 
| **Multi-Campaign** | Not enough data | Not enough data | 

#### Reporting & Analytics

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Basic Reporting** | 8.0 (27 reviews) ✓ Verified | Not enough data | 
| **Web Analytics** | 7.6 (26 reviews) ✓ Verified | Not enough data | 
| **ROI Analytics** | 8.0 (19 reviews) ✓ Verified | Not enough data | 
| **Revenue Analytics** | 8.1 (23 reviews) ✓ Verified | Not enough data | 
| **SEO / Keyword Analytics** | Feature Not Available | Not enough data | 
| **Behavior Analytics** | Not enough data | Not enough data | 
| **Real-Time Analytics** | Not enough data | Not enough data | 
| **Campaign Analytics** | Not enough data | Not enough data | 
| **Website Analytics** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Sales Analytics** | Not enough data | Not enough data | 

#### Platform

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Customization ** | 7.0 (17 reviews) ✓ Verified | Not enough data | 
| **Workflow Capability** | 7.9 (18 reviews) ✓ Verified | Not enough data | 
| **User, Role, and Access Management** | 8.3 (21 reviews) ✓ Verified | Not enough data | 
| **Internationalization** | 8.0 (10 reviews) ✓ Verified | Not enough data | 
| **Sandbox / Test Environments** | 9.0 (8 reviews) ✓ Verified | Not enough data | 
| **Performance and Reliability** | 8.3 (19 reviews) ✓ Verified | Not enough data | 
| **Output Document Generation** | 8.3 (12 reviews) ✓ Verified | Not enough data | 
| **Lead Generation** | Not enough data | Not enough data | 
| **Content Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **List Management** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 

#### Agentic AI - Marketing Automation

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 
| **Campaign Planning** | Not enough data | Not enough data | 

#### Integration

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Data Import & Export Tools** | 7.5 (18 reviews) ✓ Verified | Not enough data | 
| **Integration APIs** | 7.5 (16 reviews) ✓ Verified | Not enough data | 
| **Breadth of Partner Applications** | 8.1 (13 reviews) ✓ Verified | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 

#### 

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Social Promotion** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Customer Journey Mapping** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Mass Texting** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Automated Scheduling** | Not enough data | Not enough data | 
| **Campaign Scheduling** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Social Media Monitoring** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Lead Capture** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Marketing Calendar** | Not enough data | Not enough data | 
| **Customizable CTAs** | Not enough data | Not enough data | 
| **Multi-Channel Communication** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Lead Qualification** | Not enough data | Not enough data | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Upsales Sales and Marketing Platform** | N/A | N/A |
| **monday CRM** | 8.1/10 | 315 |

#### Agentic AI - Sales Performance Management

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.2 (48 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (47 reviews) | 
| **Proactive Assistance** | Not enough data | 8.0 (46 reviews) | 

#### Incentives

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Badges** | Not enough data | 7.5 (234 reviews) | 
| **Triggers** | Not enough data | 7.9 (251 reviews) | 
| **Commission Calculator** | Not enough data | 7.7 (228 reviews) | 
| **Leaderboards** | Not enough data | 7.9 (239 reviews) | 

#### Personalization

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.3 (276 reviews) | 
| **Custom Reports** | Not enough data | 8.3 (263 reviews) | 
| **Dashboards** | Not enough data | 8.9 (294 reviews) | 
| **Goal Setting** | Not enough data | 8.7 (264 reviews) | 
| **Sales Reports** | Not enough data | Not enough data | 
| **Incentive Management** | Not enough data | Not enough data | 

#### Administrative

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.3 (271 reviews) | 
| **Employee Structure** | Not enough data | 8.3 (264 reviews) | 
| **Behavior Monitoring** | Not enough data | 7.9 (217 reviews) | 

#### 

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Generative AI** | Not enough data | Not enough data | 
| **Gamification** | Not enough data | Not enough data | 
| **Real-Time Updates** | Not enough data | Not enough data | 
| **Employee Reward Programs** | Not enough data | Not enough data | 
| **Employee Management** | Not enough data | Not enough data | 
| **Ongoing Performance Tracking** | Not enough data | Not enough data | 
| **Benchmarking** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **For Sales Teams/Organizations** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Sales Planning** | Not enough data | Not enough data | 
| **Single Sign On** | Not enough data | Not enough data | 
| **Performance Management** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Quota Planning** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Rewards Points** | Not enough data | Not enough data | 
| **Organizational Charting** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Milestone Tracking** | Not enough data | Not enough data | 
| **Territory Management** | Not enough data | Not enough data | 
| **Performance Appraisal** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Sales Onboarding & Training** | Not enough data | Not enough data | 
| **Employee Recognition** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Ratings/Reviews** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Feedback Management** | Not enough data | Not enough data | 
| **Training Management** | Not enough data | Not enough data | 
| **Goal Management** | Not enough data | Not enough data | 
| **Assignment Management** | Not enough data | Not enough data | 
| **Lead Scoring** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Electronic Signature** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Kanban Board** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Commenting/Notes** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Prospecting Tools** | Not enough data | Not enough data | 
| **Interaction Tracking** | Not enough data | Not enough data | 
| **Product Catalog** | Not enough data | Not enough data | 
| **Live Chat** | Not enough data | Not enough data | 
| **Sales Pipeline Management** | Not enough data | Not enough data | 
| **Appointment Scheduling** | Not enough data | Not enough data | 
| **Email Templates** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 
| **Transfers/Routing** | Not enough data | Not enough data | 
| **Activity/News Feed** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Revenue Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **File Sharing** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Mobile App** | Not enough data | Not enough data | 
| **Call Logging** | Not enough data | Not enough data | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Upsales Sales and Marketing Platform** | N/A | N/A |
| **monday CRM** | 8.0/10 | 217 |

#### Agentic AI - Email Tracking

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.1 (31 reviews) | 
| **Multi-step Planning** | Not enough data | 8.2 (31 reviews) | 
| **Cross-system Integration** | Not enough data | 8.2 (31 reviews) | 
| **Adaptive Learning** | Not enough data | 7.8 (32 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.6 (31 reviews) | 
| **Proactive Assistance** | Not enough data | 7.7 (31 reviews) | 
| **Decision Making** | Not enough data | 8.1 (33 reviews) | 

#### Analytics

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.2 (175 reviews) | 
| **Link Activity** | Not enough data | 8.1 (151 reviews) | 
| **Attachment Activity** | Not enough data | Feature Not Available | 

#### Customizations

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.2 (195 reviews) | 
| **Email Scheduling** | Not enough data | 8.4 (103 reviews) | 
| **Notifications** | Not enough data | 8.6 (199 reviews) | 
| **Email Categorization** | Not enough data | 8.1 (97 reviews) | 
| **Templates** | Not enough data | 8.3 (193 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.6 (139 reviews) | 
| **Generative AI** | Not enough data | Not enough data | 

#### 

| Feature | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Contact Management** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 
| **Drag & Drop** | Not enough data | Not enough data | 
| **Drip Campaigns** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **Team Management** | Not enough data | Not enough data | 
| **Click Tracking** | Not enough data | Not enough data | 
| **Subscription Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Location Tracking** | Not enough data | Not enough data | 
| **Customer Segmentation** | Not enough data | Not enough data | 
| **Geolocation** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Mailing List Management** | Not enough data | Not enough data | 
| **Campaign Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **Audience Targeting** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Email Distribution** | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | 
| **Autoresponders** | Not enough data | Not enough data | 
| **Engagement Tracking** | Not enough data | Not enough data | 
| **Event Triggered Actions** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Upsales Sales and Marketing Platform (1):** [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)

**Unique to monday CRM (2):** [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Upsales Sales and Marketing Platform | monday CRM | 
|---|---|---|
| **Small-Business** | 71.1% | 76.7% | 
| **Mid-Market** | 24.3% | 20.2% | 
| **Enterprise** | 4.6% | 3.1% | 

### By Industry

#### Upsales Sales and Marketing Platform

- **Marketing and Advertising:** 13.4%
- **Computer Software:** 8.7%
- **Accounting:** 7.6%
- **Staffing and Recruiting:** 5.2%
- **Telecommunications:** 4.7%
- **Wholesale:** 4.1%
- **Information Technology and Services:** 3.5%
- **Media Production:** 3.5%
- **Financial Services:** 2.9%
- **Construction:** 2.3%
- **Other:** 44.2%

#### monday CRM

- **Marketing and Advertising:** 11.9%
- **Information Technology and Services:** 7.6%
- **Construction:** 5.0%
- **Computer Software:** 4.4%
- **Real Estate:** 3.5%
- **Financial Services:** 3.2%
- **Consulting:** 2.9%
- **Non-Profit Organization Management:** 2.9%
- **Hospital & Health Care:** 2.9%
- **Management Consulting:** 2.4%
- **Other:** 53.3%

---
## Alternatives

### Alternatives to Upsales Sales and Marketing Platform

- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13898 reviews)
- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25865 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14899 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3103 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14778 reviews)
- [Agile CRM](https://www.g2.com/products/agile-crm/reviews) — 4.0/5 stars (368 reviews)
- [Planhat](https://www.g2.com/products/planhat/reviews) — 4.5/5 stars (954 reviews)
- [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 reviews)

### Alternatives to monday CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25865 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13898 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3103 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2945 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (868 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2061 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1623 reviews)

---
## Top Discussions

### Upsales Sales and Marketing Platform

- Title: [What is the best way to use Upsales and with that said regarding the offers and sales reports? Is it essy to create your own offers in the system?](https://www.g2.com/discussions/what-is-the-best-way-to-use-upsales-and-with-that-said-regarding-the-offers-and-sales-reports-is-it-essy-to-create-your-own-offers-in-the-system) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Upsales is a sales and marketing tool for B2B-businesses. It is easy to use and can be used in the whole sales process, from lead or prospect to customer...."

### monday CRM

- Title: [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) — 2 comments, 1 upvote
  > **Top comment:** "Yes.  Easy to do."
- Title: [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) — 1 comment
  > **Top comment:** "Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/upsales-sales-and-marketing-platform-vs-monday-crm)