# Upsales Sales and Marketing Platform vs monday CRM Comparison - What are their main differences? At a Glance Star Rating **Upsales Sales and Marketing Platform** [ 4.5/5(181) ](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews#reviews) **monday CRM** [ 4.5/5(1,505) ](https://www.g2.com/products/monday-crm/reviews#reviews) Market Segments **Upsales Sales and Marketing Platform** Small-Business (71.1% of reviews) **monday CRM** Small-Business (76.4% of reviews) Pros & Cons **Upsales Sales and Marketing Platform** [ Ease of Use (3) ](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews?filters%5Bsentiment_snippet%5D=2238935&qs=pros-and-cons#reviews)[ Lead Management (3) ](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews?filters%5Bsentiment_snippet%5D=2045372&qs=pros-and-cons#reviews)[ Limited Customization (4) ](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews?filters%5Bsentiment_snippet%5D=2238859&qs=pros-and-cons#reviews)[ Learning Curve (3) ](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews?filters%5Bsentiment_snippet%5D=2045375&qs=pros-and-cons#reviews) **monday CRM** [ Ease of Use (190) ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1247531&qs=pros-and-cons#reviews)[ Integrations (107) ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242562&qs=pros-and-cons#reviews)[ Missing Features (78) ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1243219&qs=pros-and-cons#reviews)[ Learning Curve (76) ](https://www.g2.com/products/monday-crm/reviews?filters%5Bsentiment_snippet%5D=1242898&qs=pros-and-cons#reviews) Entry-Level Pricing **Upsales Sales and Marketing Platform** **Free Trial** 30 users (14 days) **monday CRM** **$12.00** Per Month Summary AI Generated Summary AI-generated. Powered by real user reviews. - **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. Pricing Entry-Level Pricing **Upsales Sales and Marketing Platform** Upsales Sales and Marketing Platform Free trial Free Trial 30 users (14 days) No credit card needed - Import ERP data to maximise your trial - Access the entire system [Browse all 2 pricing plans](/products/upsales-sales-and-marketing-platform/pricing) **monday CRM** monday CRM Basic $12.00 Per Month Organize all your team’s leads, contacts, & deals - Unlimited customizable pipelines - Unlimited contacts - Unlimited boards [Browse all 4 pricing plans](/products/monday-crm/pricing) Free Trial **Upsales Sales and Marketing Platform** Upsales Sales and Marketing Platform Free Trial is available **monday CRM** monday CRM Free Trial is available Ratings Meets Requirements 8.5 128 8.6 1,066 Ease of Use 8.8 130 8.9 1,131 Ease of Setup 8.4 44 8.5 903 Ease of Admin 8.6 40 8.8 546 Quality of Support 8.9 117 8.5 931 Has the product been a good partner in doing business? 8.5 39 8.9 535 Product Direction (% positive) 8.4 120 9.2 1,000 Features by Category CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);) 7.7 105 9.2 979 Sales Force Automation Contact & Account Management 8.3 89 | Verified 8.7(won by 0.4) 657 Partner Relationship Mgmt. (PRM) 8.1(won by 0.1) 58 8.0 505 Opportunity & Pipeline Mgmt. 8.4 86 | Verified 8.8(won by 0.4) 644 Task / Activity Management 8.5 90 | Verified 8.9(won by 0.4) 704 Territory & Quota Management 7.8(tied score) 63 | Verified 7.8(tied score) 471 Desktop Integration 8.2 65 | Verified 8.4(won by 0.2) 537 Product & Price List Management 7.7 66 | Verified 7.8(won by 0.1) 480 Quote & Order Management 7.8(won by 0.1) 68 | Verified 7.7 483 Customer Contract Management 7.8 65 8.0(won by 0.2) 512 Contract/License Management Not enough data 10.0(won by default) 8 Marketing Automation Email Marketing 7.5 68 | Verified 7.7(won by 0.2) 501 Campaign Management 7.6 62 | Verified 7.9(won by 0.3) 495 Lead Management 8.2 67 | Verified 8.7(won by 0.5) 602 Marketing ROI Analytics 7.6(tied score) 45 | Verified 7.6(tied score) 465 Email Management Not enough data 10.0(won by default) 9 File Management Not enough data 9.8(won by default) 9 Deal Management Not enough data 9.4(won by default) 9 Customer Support Case Management 7.8 55 8.3(won by 0.5) 503 Customer Support Portal 7.9(tied score) 40 7.9(tied score) 438 Knowledge Base Feature Not Available 8.3(won by default) 462 Call Center Features 7.4(won by 0.2) 52 7.2 422 Support Analytics 7.4 36 7.9(won by 0.5) 476 Workflow Management Not enough data 10.0(won by default) 12 Opportunity Management Not enough data 10.0(won by default) 7 Sales Pipeline Management Not enough data 9.9(won by default) 12 Reporting/Analytics Not enough data 9.8(won by default) 14 Calendar Management Not enough data 8.9(won by default) 6 Pipeline Management Not enough data 9.4(won by default) 8 Content Management Not enough data 9.6(won by default) 8 Communication Management Not enough data 9.4(won by default) 12 Visual Analytics Not enough data 9.6(won by default) 8 Template Management Not enough data 9.3(won by default) 7 Predictive Analytics Not enough data 9.8(won by default) 10 Document Management Not enough data 10.0(won by default) 7 Channel Management Not enough data 10.0(won by default) 7 Commission Management Not enough data 10.0(won by default) 7 Field Sales Management Not enough data 10.0(won by default) 7 Reporting & Analytics Reporting 8.1 70 | Verified 8.2(won by 0.1) 574 Dashboards 8.3 80 | Verified 8.7(won by 0.4) 637 Forecasting 7.7 69 | Verified 8.1(won by 0.4) 498 Mobile & Social Social Collaboration Features Feature Not Available 8.2(won by default) 458 Social Network Integration Feature Not Available 7.4(won by default) 369 Mobile User Support 7.4 55 | Verified 7.8(won by 0.4) 502 Third-Party Integrations Not enough data 8.5(won by default) 11 Social Media Integration Not enough data 10.0(won by default) 5 Customer Support Not enough data 9.7(won by default) 6 Multi-Channel Social Integration Not enough data 9.6(won by default) 8 Platform Customization 7.2 35 | Verified 8.8(won by 1.6) 568 Workflow Capability 7.7 36 | Verified 8.7(won by 1.0) 572 User, Role, and Access Management 7.7 36 | Verified 8.6(won by 0.9) 532 Internationalization 7.5 26 | Verified 8.1(won by 0.6) 443 Sandbox / Test Environments 7.1 24 | Verified 7.6(won by 0.5) 389 Document & Content Mgmt. 7.2 29 8.1(won by 0.9) 484 Performance and Reliability 7.9 37 | Verified 8.4(won by 0.5) 544 Output Document Generation 8.1(won by 0.3) 26 | Verified 7.8 446 Mobile Access Not enough data Not enough data Lead Generation Not enough data Not enough data Integration Data Import & Export Tools 7.4 38 | Verified 8.2(won by 0.8) 472 Integration APIs 7.4 30 | Verified 7.9(won by 0.5) 432 Breadth of Partner Applications 7.4 30 | Verified 8.0(won by 0.6) 427 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 AI Text Generation 6.8 14 7.3(won by 0.5) 352 Generative AI Not enough data 8.5(won by default) 10 Proposal Generation Not enough data 9.8(won by default) 7 Agentic AI - CRM Autonomous Task Execution Not enough data 8.1(won by default) 93 Multi-step Planning Not enough data 8.2(won by default) 85 Cross-system Integration Not enough data 8.3(won by default) 91 Adaptive Learning Not enough data 8.0(won by default) 85 Natural Language Interaction Not enough data 8.0(won by default) 86 Proactive Assistance Not enough data 8.0(won by default) 88 Decision Making Not enough data 8.0(won by default) 87 Calendar/Reminder System Not enough data 10.0(won by default) 10 Additional Functionality Search/Filter Not enough data 9.6(won by default) 8 Alerts/Notifications Not enough data 10.0(won by default) 10 Data Import/Export Not enough data 10.0(won by default) 7 Lead Capture Not enough data 9.4(won by default) 6 Batch Processing Not enough data 9.5(won by default) 7 Email Tracking Not enough data 10.0(won by default) 6 Tagging Not enough data 9.7(won by default) 6 Pipeline Reports Not enough data 10.0(won by default) 6 Drag & Drop Not enough data 9.0(won by default) 7 Segmentation Not enough data 8.3(won by default) 6 Customizable Fields Not enough data 9.3(won by default) 9 Role-Based Permissions Not enough data 9.8(won by default) 8 Interaction Tracking Not enough data 9.8(won by default) 7 CRM Not enough data 9.8(won by default) 9 Document Storage Not enough data 9.7(won by default) 6 AI Copilot Not enough data 10.0(won by default) 6 Contact Database Not enough data 10.0(won by default) 7 Referral Tracking Not enough data 9.8(won by default) 9 Quotes/Estimates Not enough data 9.7(won by default) 6 Multi-Channel Communication Not enough data 9.7(won by default) 6 Lead Qualification Not enough data 10.0(won by default) 7 Marketing Automation Not enough data 9.8(won by default) 7 Email Templates Not enough data 9.8(won by default) 7 Sales Reports Not enough data 10.0(won by default) 7 Customer Journey Mapping Not enough data 10.0(won by default) 6 Reminders Not enough data 10.0(won by default) 9 Lead Scoring Not enough data 10.0(won by default) 6 Data Security Not enough data 10.0(won by default) 9 Customizable Reports Not enough data 10.0(won by default) 6 Calendar Sync Not enough data 10.0(won by default) 6 For Startups Not enough data 10.0(won by default) 6 Performance Metrics Not enough data 10.0(won by default) 9 Sales Trend Analysis Not enough data 9.8(won by default) 7 For iPad Devices Not enough data 10.0(won by default) 6 Customizable Templates Not enough data 9.2(won by default) 6 Activity Tracking Not enough data 9.4(won by default) 6 Reporting & Statistics Not enough data 9.8(won by default) 7 For Mac Devices Not enough data 9.7(won by default) 6 Landing Pages/Web Forms Not enough data 9.7(won by default) 6 Lead Nurturing Not enough data 9.7(won by default) 6 Gamification Not enough data 9.7(won by default) 6 Prioritization Not enough data 9.8(won by default) 8 Web-based Deployment Not enough data 10.0(won by default) 7 Softphone Not enough data 9.4(won by default) 6 Single Sign On Not enough data 10.0(won by default) 6 Customer Database Not enough data 9.8(won by default) 8 Event Triggered Actions Not enough data 10.0(won by default) 8 Mobile App Not enough data 9.3(won by default) 7 Email Sequences Not enough data 10.0(won by default) 6 Customer Segmentation Not enough data 9.4(won by default) 6 Lead Assignment Not enough data 10.0(won by default) 8 For Small Businesses Not enough data 10.0(won by default) 6 Live Chat Not enough data 9.6(won by default) 8 Business Card/Badge Scanning Not enough data 10.0(won by default) 6 Data Visualization Not enough data 9.8(won by default) 8 Customer Social Profiles Not enough data 10.0(won by default) 7 Social Promotion Not enough data 9.4(won by default) 6 Monitoring Not enough data 10.0(won by default) 8 Engagement Tracking Not enough data 10.0(won by default) 7 Social Media Monitoring Not enough data 9.7(won by default) 6 Customer Engagement Not enough data 9.4(won by default) 6 Sentiment Analysis Not enough data 10.0(won by default) 6 Brand Tracking Not enough data 10.0(won by default) 6 Audience Targeting Not enough data 10.0(won by default) 7 Workflow Automation Not enough data 9.2(won by default) 13 Marketing Automation[Hide 106 FeaturesShow 106 Features](javascript:void(0);) 7.8 50 Not enough data Email Marketing Building and Personalizing Emails 7.2(won by default) 29 | Verified Not enough data Sending Outbound Emails 7.6(won by default) 32 | Verified Not enough data Manage Email Deliverability 7.2(won by default) 29 | Verified Not enough data Automated Email Responses 7.4(won by default) 27 | Verified Not enough data Online Marketing Landing Pages and Forms 8.3(won by default) 23 | Verified Not enough data Dynamic Content 7.9(won by default) 15 | Verified Not enough data A/B Testing Feature Not Available Not enough data Mobile Optimized 7.4(won by default) 26 | Verified Not enough data Search Tracking and Optimization 8.0(won by default) 11 Not enough data Conversion Rate Optimization Not enough data Not enough data Multivariate Testing Not enough data Not enough data Customizable Forms Not enough data Not enough data Lead Management Marketing Lead Database 8.1(won by default) 24 | Verified Not enough data Data Quality Management 7.3(won by default) 20 | Verified Not enough data Segmentation 8.5(won by default) 26 | Verified Not enough data Lead Scoring and Grading 8.3(won by default) 23 | Verified Not enough data Lead Nurturing 8.6(won by default) 22 | Verified Not enough data Email Tracking 8.6(won by default) 22 | Verified Not enough data Automated Alerts and Tasks 8.3(won by default) 23 | Verified Not enough data CRM Lead Integration 8.7(won by default) 21 | 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 Program Management 6.7(won by default) 21 | Verified Not enough data Event / Webinar Marketing 8.1(won by default) 25 | Verified Not enough data Calendaring Feature Not Available Not enough data Budgeting 7.6(won by default) 11 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 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 Basic Reporting 8.0(won by default) 27 | Verified Not enough data Web Analytics 7.6(won by default) 26 | Verified Not enough data ROI Analytics 8.0(won by default) 19 | Verified Not enough data Revenue Analytics 8.1(won by default) 23 | 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 Customization 7.0(won by default) 17 | Verified Not enough data Workflow Capability 7.9(won by default) 18 | Verified Not enough data User, Role, and Access Management 8.3(won by default) 21 | Verified Not enough data Internationalization 8.0(won by default) 10 | Verified Not enough data Sandbox / Test Environments 9.0(won by default) 8 | Verified Not enough data Performance and Reliability 8.3(won by default) 19 | Verified Not enough data Output Document Generation 8.3(won by default) 12 | 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 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 Data Import & Export Tools 7.5(won by default) 18 | Verified Not enough data Integration APIs 7.5(won by default) 16 | Verified Not enough data Breadth of Partner Applications 8.1(won by default) 13 | Verified Not enough data Social Media Integration Not enough data Not enough data Additional Functionality 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[Hide 82 FeaturesShow 82 Features](javascript:void(0);) Not enough data 9.6 324 Agentic AI - Sales Performance Management Autonomous Task Execution Not enough data 8.4(won by default) 54 Natural Language Interaction Not enough data 8.3(won by default) 53 Proactive Assistance Not enough data 8.2(won by default) 53 Incentives Badges Not enough data 7.6(won by default) 240 Triggers Not enough data 7.9(won by default) 259 Commission Calculator Not enough data 7.7(won by default) 234 Leaderboards Not enough data 8.0(won by default) 245 Personalization Profiles Not enough data 8.4(won by default) 283 Custom Reports Not enough data 8.4(won by default) 269 Dashboards Not enough data 8.9(won by default) 300 Goal Setting/Tracking Not enough data 8.7(won by default) 272 Sales Reports Not enough data 10.0(won by default) 5 Incentive Management Not enough data 10.0(won by default) 5 Administrative Third-Party Integrations Not enough data 8.3(won by default) 277 Employee Structure Not enough data 8.4(won by default) 271 Behavior Monitoring Not enough data 8.0(won by default) 224 Additional Functionality Generative AI Not enough data 9.3(won by default) 5 Gamification Not enough data 10.0(won by default) 5 Real-Time Updates Not enough data 9.4(won by default) 6 Employee Reward Programs Not enough data 10.0(won by default) 5 Employee Management Not enough data 10.0(won by default) 5 Ongoing Performance Tracking Not enough data 10.0(won by default) 6 Benchmarking Not enough data 10.0(won by default) 6 Commission Management Not enough data 9.3(won by default) 5 For Sales Teams/Organizations Not enough data 9.4(won by default) 6 Performance Metrics Not enough data 10.0(won by default) 5 Sales Planning Not enough data 10.0(won by default) 6 Single Sign On Not enough data 10.0(won by default) 6 Performance Management Not enough data 10.0(won by default) 5 Forecasting Not enough data 10.0(won by default) 5 Quota Planning Not enough data 10.0(won by default) 6 Accounting Not enough data 10.0(won by default) 6 Workflow Management Not enough data 10.0(won by default) 5 Compliance Management Not enough data 10.0(won by default) 5 User Management Not enough data 10.0(won by default) 5 Rewards Points Not enough data 10.0(won by default) 5 Organizational Charting Not enough data 9.4(won by default) 6 AI Copilot Not enough data 10.0(won by default) 5 Access Controls/Permissions Not enough data 8.3(won by default) 6 Customizable Branding Not enough data 10.0(won by default) 5 Milestone Tracking Not enough data 10.0(won by default) 6 Territory Management Not enough data 10.0(won by default) 5 Performance Appraisal Not enough data 10.0(won by default) 5 Calendar Management Not enough data 10.0(won by default) 5 Alerts/Notifications Not enough data 10.0(won by default) 5 Sales Onboarding & Training Not enough data 9.3(won by default) 5 Employee Recognition Not enough data 10.0(won by default) 5 Reporting/Analytics Not enough data 10.0(won by default) 5 Ratings/Reviews Not enough data 10.0(won by default) 5 API Not enough data 10.0(won by default) 5 Feedback Management Not enough data 10.0(won by default) 5 Training Management Not enough data 10.0(won by default) 5 Goal Management Not enough data 10.0(won by default) 5 Assignment Management Not enough data Not enough data Lead Scoring Not enough data 9.7(won by default) 5 Search/Filter Not enough data 8.3(won by default) 6 Electronic Signature Not enough data 10.0(won by default) 5 Collaboration Tools Not enough data 10.0(won by default) 5 Kanban Board Not enough data 10.0(won by default) 5 Email Management Not enough data 10.0(won by default) 5 Commenting/Notes Not enough data 9.3(won by default) 5 Data Import/Export Not enough data 10.0(won by default) 5 Prospecting Tools Not enough data 10.0(won by default) 6 Interaction Tracking Not enough data 10.0(won by default) 5 Product Catalog Not enough data 10.0(won by default) 5 Live Chat Not enough data 10.0(won by default) 5 Sales Pipeline Management Not enough data 10.0(won by default) 6 Appointment Scheduling Not enough data 10.0(won by default) 5 Email Templates Not enough data 10.0(won by default) 5 Event Triggered Actions Not enough data 10.0(won by default) 5 Transfers/Routing Not enough data 10.0(won by default) 7 Activity/News Feed Not enough data 10.0(won by default) 5 Lead Management Not enough data 10.0(won by default) 5 Revenue Management Not enough data 10.0(won by default) 5 Document Management Not enough data 10.0(won by default) 5 Task Management Not enough data 10.0(won by default) 5 File Sharing Not enough data 10.0(won by default) 5 Mobile Access Not enough data 10.0(won by default) 5 Reminders Not enough data 9.7(won by default) 5 Mobile App Not enough data 9.3(won by default) 5 Call Logging Not enough data 10.0(won by default) 5 Workflow Automation Not enough data Not enough data Email Tracking[Hide 48 FeaturesShow 48 Features](javascript:void(0);) Not enough data 9.2 226 Agentic AI - Email Tracking Autonomous Task Execution Not enough data 8.1(won by default) 36 Multi-step Planning Not enough data 8.4(won by default) 37 Cross-system Integration Not enough data 8.5(won by default) 36 Adaptive Learning Not enough data 8.1(won by default) 37 Natural Language Interaction Not enough data 7.9(won by default) 36 Proactive Assistance Not enough data 8.0(won by default) 36 Decision Making Not enough data 8.3(won by default) 38 Analytics Open Rates Not enough data 8.3(won by default) 181 Link Activity Not enough data 8.1(won by default) 156 Attachment Activity Not enough data Feature Not Available Customizations Email Platform Integration Not enough data 8.3(won by default) 200 Email Scheduling Not enough data 8.5(won by default) 108 Real-Time Notifications Not enough data 8.6(won by default) 207 Email Categorization Not enough data 8.2(won by default) 102 Templates Not enough data 8.3(won by default) 198 Third-Party Integrations Not enough data Not enough data Generative AI AI Text Generation Not enough data 7.7(won by default) 144 Generative AI Not enough data Not enough data Additional Functionality 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 9.0(won by default) 5 Team Management Not enough data 10.0(won by default) 6 Click Tracking Not enough data 10.0(won by default) 5 Subscription Management Not enough data 10.0(won by default) 5 Activity Dashboard Not enough data 10.0(won by default) 5 API Not enough data 10.0(won by default) 5 Location Tracking Not enough data Not enough data Customer Segmentation Not enough data 9.7(won by default) 5 Geolocation Not enough data 9.4(won by default) 6 Customizable Branding Not enough data 10.0(won by default) 5 Activity Tracking Not enough data 10.0(won by default) 5 Data Import/Export Not enough data 10.0(won by default) 5 Mailing List Management Not enough data 10.0(won by default) 5 Campaign Management Not enough data 10.0(won by default) 5 Email Management Not enough data 9.3(won by default) 5 Audience Targeting Not enough data 9.3(won by default) 5 Reporting/Analytics Not enough data 10.0(won by default) 5 AI Copilot Not enough data 10.0(won by default) 5 Email Distribution Not enough data 10.0(won by default) 5 Email Reminders Not enough data 9.0(won by default) 5 Autoresponders Not enough data 10.0(won by default) 6 Engagement Tracking Not enough data 10.0(won by default) 5 Event Triggered Actions Not enough data 10.0(won by default) 5 Reviews Reviewers' Company Size [![Upsales Sales and Marketing Platform](https://images.g2crowd.com/uploads/product/hd_favicon/ae01c876652acb31337945ed444391f5/upsales-sales-and-marketing-platform.svg "Upsales Sales and Marketing Platform")](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews) Upsales Sales and Marketing Platform Small-Business(50 or fewer emp.) 71.1% Mid-Market(51-1000 emp.) 24.3% Enterprise(\> 1000 emp.) 4.6% [![monday CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_8c3cb6afa6d92fd27b38fff17fda2117/monday-crm.png "monday CRM")](https://www.g2.com/products/monday-crm/reviews) monday CRM Small-Business(50 or fewer emp.) 76.4% Mid-Market(51-1000 emp.) 20.5% Enterprise(\> 1000 emp.) 3.0% Small-Business (50 or fewer emp.) 71.1% 76.4% Mid-Market (51-1000 emp.) 24.3% 20.5% Enterprise (\> 1000 emp.) 4.6% 3.0% Reviewers' Industry [![Upsales Sales and Marketing Platform](https://images.g2crowd.com/uploads/product/hd_favicon/ae01c876652acb31337945ed444391f5/upsales-sales-and-marketing-platform.svg "Upsales Sales and Marketing Platform")](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews) 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% Other 60.5% [![monday CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_8c3cb6afa6d92fd27b38fff17fda2117/monday-crm.png "monday CRM")](https://www.g2.com/products/monday-crm/reviews) monday CRM Marketing and Advertising 11.7% Information Technology and Services 7.5% Construction 5.0% Computer Software 4.3% Real Estate 3.4% Other 68.1% Alternatives **Upsales Sales and Marketing Platform Alternatives** ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") [ HubSpot Sales Hub ](/products/hubspot-sales-hub/reviews) ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") [ Agentforce Sales ](/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ![HubSpot Marketing Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-marketing-hub.svg "HubSpot Marketing Hub") [ HubSpot Marketing Hub ](/products/hubspot-marketing-hub/reviews) ![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive") [ Pipedrive ](/products/pipedrive/reviews) **monday CRM Alternatives** ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") [ Agentforce Sales ](/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") [ HubSpot Sales Hub ](/products/hubspot-sales-hub/reviews) ![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive") [ Pipedrive ](/products/pipedrive/reviews) ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") [ Zoho ](/products/zoho-crm/reviews) ### Spotlight Categories - [Employee Engagement Software](https://www.g2.com/categories/employee-engagement) - [Session Replay Software](https://www.g2.com/categories/session-replay) - [Job Search Sites](https://www.g2.com/categories/job-search-sites) - [Marketing Analytics Tools](https://www.g2.com/categories/marketing-analytics)