--- title: Upsales Sales and Marketing Platform Reviews meta_title: 'Upsales Sales and Marketing Platform Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 181 reviews by the users' company size, role or industry to find out how Upsales Sales and Marketing Platform works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 181 scale: '5' date_modified: '2026-07-26' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Upsales Sales and Marketing Platform Reviews **Vendor:** Upsales **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 181 ## About Upsales Sales and Marketing Platform Upsales helps B2B companies find new leads and win more deals. Our customers increase sales by 22% in the first year using our revenue growth platform 🚀 Our products: - Sales & CRM - Marketing Automation - Company Data Hub - Revenue & Order Management - Revenue Analytics - Customer Support & Project Management ## Upsales Sales and Marketing Platform Pros & Cons **What users like:** - Users find Upsales to be **user-friendly and intuitive** , effectively integrating sales and marketing processes seamlessly. (3 reviews) - Users appreciate the **integrated lead management** in Upsales, streamlining sales and marketing efforts for better efficiency. (3 reviews) - Users appreciate the **effective integration of CRM and marketing automation** in Upsales, enhancing alignment and boosting sales. (3 reviews) - Users find the **seamless email and calendar integrations** of Upsales essential for improving communication and scheduling efficiency. (2 reviews) - Users find the **user-friendly interface** of Upsales enhances daily operations and simplifies communication effectively. (2 reviews) - Users appreciate the **user-friendly interface** of Upsales, which simplifies daily tasks and enhances overall workflow. (2 reviews) - Automation Efficiency (1 reviews) - Automation Features (1 reviews) - Contact Management (1 reviews) - Customer Engagement (1 reviews) **What users dislike:** - Users find the **limited customization** options restrict their specific sales workflows, impacting overall platform flexibility. (4 reviews) - Users find the **learning curve steep** , particularly with advanced features and customization, especially for newcomers to the platform. (3 reviews) - Users highlight **missing features** in Upsales, such as outdated quoting tools and rigid customization options. (2 reviews) - Users find the onboarding process **hectic** and feel that simpler contact management is not feasible with this platform. (1 reviews) - Users find the platform **expensive** and difficult to justify due to its rigid pricing and add-on model. (1 reviews) - Users find Upsales **inefficient** due to rigid customization and challenges with support and pricing justification. (1 reviews) - Integration Issues (1 reviews) - Limited Features (1 reviews) - Limited Integrations (1 reviews) - Users find the **limited templates** and rigid customization frustrating, impacting overall satisfaction with Upsales. (1 reviews) ## Upsales Sales and Marketing Platform Reviews ### 1. Streamlined B2B Marketing with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** sandip r. | Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Upsales Sales and Marketing Platform?** Easy to use and helps manage sales and marketing in one place. **What do you dislike about Upsales Sales and Marketing Platform?** Customization and flexibility limits Some users feel the workflow and field customization is not as flexible as in larger platforms like Salesforce, especially if your sales process is very unique or complex. Creating highly custom reports or very niche KPIs sometimes requires workarounds or manual filtering instead of plug-and-play options. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Upsales tackles lack of pipeline visibility, poor lead tracking, and unclear ROI. It reduces scattered data and manual work, providing forecasts and dashboards to optimize planning. Leads from forms prevent loss, assist in tracking, scoring, and prioritizing, streamlining marketing and sales processes for simplicity. ### 2. Revenue Intelligence with Seamless CRM & Marketing Automation Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2026 **What do you like best about Upsales Sales and Marketing Platform?** What stands out in this platform is its revenue intelligence approach. Upscale is not just about managing contacts and deals. The CRM and marketing automation are very effectively integrated. This helps us to align sales and marketing efforts. Their pipeline visibility and activity tracking, and forecasting tools are used by organisations for a longer sales cycle. **What do you dislike about Upsales Sales and Marketing Platform?** Even though this platform is effective, the onboarding is a bit hectic and the CRM structure. Customisation and third-party integrations are solid but not extensive, as larger enterprise CRMs. For simpler contact management is not feasible with this platform. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** This platform solves me the problem of tracking ROI more accurately and gives me a clear clarity on the deal pipeline and campaigns. I can generate reports on the sales cycle effectively on each individual stage. This helps me the ROI and closed revenue report generation very easily on a weekly basis. ### 3. Empowers Lead Tracking with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Karam A. | Grundare och delägare, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Upsales Sales and Marketing Platform?** I like that you can see everything, like, you can see your leads that you have sent the offer to. The customer checks your emails, and the information you have about them, and you can write comments and save everything. **What do you dislike about Upsales Sales and Marketing Platform?** Finding leads could have better solutions, so I don't need to go into every customer and check for the numbers. It would be better if the numbers could be found directly. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Upsales Sales and Marketing Platform helps me follow up with customers, not miss any calls or leads, find new leads daily, and get the information I need before I call them. ### 4. BOLT YOUR WORK **Rating:** 5.0/5.0 stars **Reviewed by:** Mostafa A. | founder of (EL-DocToOoR-66 ) company for creat applictions (Innovation for The Future), Pharmaceuticals, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2026 **What do you like best about Upsales Sales and Marketing Platform?** It's very easy and important to startup to increase sales and get plans for updates works and high speed publish **What do you dislike about Upsales Sales and Marketing Platform?** High cost , you need to pay 200 $ per month though I think that it's too much high price t startup companies **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Fast Publish to public customers ### 5. All-in-One Sales & Marketing Platform That Saves Time **Rating:** 4.0/5.0 stars **Reviewed by:** Jyoti H. | Senior International Business Development Specialist, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Upsales Sales and Marketing Platform?** What I like best about Upsales is how it brings sales and marketing into one smooth, easy-to-use platform. I can track leads, follow deal progress, and see customer engagement all in one place, which saves me a lot of time. **What do you dislike about Upsales Sales and Marketing Platform?** What I dislike is that some advanced features take time to fully understand at first, especially if you’re new to the platform. A few customizations also feel a bit rigid and could be more flexible for specific sales workflows. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Upsales solves the problem of scattered sales and marketing data by bringing everything into one unified platform. I no longer need to switch between multiple tools to manage leads, track deals, or follow up on marketing engagement. It gives me clear visibility into my pipeline, helps me prioritize the right prospects, and improves forecasting accuracy. ### 6. Good platform with potential, but overpriced and poorly managed **Rating:** 0.5/5.0 stars **Reviewed by:** Victor N. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2025 **What do you like best about Upsales Sales and Marketing Platform?** Upsales has a clean and user-friendly interface, making it easy to work in on a daily basis. The integration with both email and calendar works well, which simplifies communication and scheduling. For basic CRM use, it’s straightforward and reliable, and the overall platform design feels modern and intuitive. **What do you dislike about Upsales Sales and Marketing Platform?** Customer Success is happy to schedule meetings, but they don’t actively help with implementation or ensure adoption. Customizing templates or reports is rigid and difficult, and the quoting tool feels very outdated. During our contract period, Upsales changed the terms for prospecting, and their solution to nearly every challenge is to sell an additional add-on. The pricing model is very hard to justify unless you use 110% of the platform’s functionality, and even then I doubt the value compared to alternatives that cost half as much. The biggest disappointment came when we tried to cancel shortly after renewal — Upsales refused, and we ended up paying for a product we no longer used. This rigid and customer-unfriendly approach makes it hard to recommend Upsales. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Upsales provides a centralized place to manage contacts, deals, and sales activities, which in theory should help streamline communication and keep track of opportunities. The email and calendar integration makes it easier to log interactions and follow up with prospects. However, in our case the benefits were limited since the platform felt too rigid and costly for our needs. While it solves the basic CRM problem of having everything in one place, the overall return on investment did not meet our expectations. ### 7. User-Friendly Marketing Automation with AI That Boosts Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Abbas H. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2025 **What do you like best about Upsales Sales and Marketing Platform?** It's a user friendly and marketing automated software with AI and can boost sales. **What do you dislike about Upsales Sales and Marketing Platform?** Quoting tools are outdated in which it creates challenging for renewal process with mobile app lacks features compared to the desktop version. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It was an issue customer info across spreadsheets, emails, and different tools and has solved drsatically. ### 8. Great Innovated Platform **Rating:** 3.0/5.0 stars **Reviewed by:** justhyn C. | Sales Operations & Marketing Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Upsales Sales and Marketing Platform?** This is a platform designed to help businesses enhance their sales and marketing efforts. Offers a variety of powerful tools. It's amazing! **What do you dislike about Upsales Sales and Marketing Platform?** Well, can be a little confusing if someone doesn't have a basic knowledge of this kind of website. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Find New business opportunities ### 9. Best advertising **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph A. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Upsales Sales and Marketing Platform?** The sales generated from this product has opened up a whole new world of sales and infrastructure to the way my team. **What do you dislike about Upsales Sales and Marketing Platform?** The thing I dislike is that there isn't more of these types of products out here to help businesses thrive. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It solves the marketing issues that my team and I struggle to overcome ### 10. Simple and Clear **Rating:** 4.5/5.0 stars **Reviewed by:** Freddy L. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Upsales Sales and Marketing Platform?** That it is simple and clear, and easy to keep track of your to-dos and conversations. It helps to have everything so easily accessible and organized, which I can really say up-sales is. **What do you dislike about Upsales Sales and Marketing Platform?** Sometimes it can be very slow and all the steps become very drawn out and time-consuming. It doesn't have the correct language set, so everything I write in Swedish gets red zigzag lines under the text as if I had spelled it wrong, even though I haven't. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** They solve the administration of my calls automatically. They save me countless hours by having an easy system that keeps track of what I need to do and when I need to do it. ### 11. A tangible and diverse tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Upsales Sales and Marketing Platform?** It's easy to get an overview and I find that I can build relevent reports. Also I like how easy it is to log all actions on a client card, both activitites and by writing a quick note. I have it linked to outlook and thar really makes things more efficent. **What do you dislike about Upsales Sales and Marketing Platform?** I know it's not a project management tool but It would be great if the ToDo-list would have more functions, like tagging the one who assigned an activity on you or ask questions/put as pending while you await further details. Put some pressure on you colleagues to do a clean hand over during the cutsomer's journey. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** keeping track an create reminders for follow ups, creating templates and mass mailing. Manage leads through forms and being able to qualify in an easy way and throught that finding new ways of working. ### 12. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2023 **What do you like best about Upsales Sales and Marketing Platform?** I like how it helps me keep a track off my customrs and also of what offers i have out. **What do you dislike about Upsales Sales and Marketing Platform?** Probably I'd say the call list is a bit weird, maybe cause I haven't fully learnt it but yeah. I would wish for it to be easier to navigate through and also that you could easily get back to the certain customer you talked to before, so you dont have to scroll **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It's helping me become alot more efficient in the way I work. And to have a better understanding of what I have to do with my prospects and in what stage they are in. ### 13. Revenue Engine for B2B Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Upsales Sales and Marketing Platform?** Their Sales and Marketing suite is the best product **What do you dislike about Upsales Sales and Marketing Platform?** They can improve the UI of their revenue analytics **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Upsales gives us access to financial and contact data from 3.5 million companies so we can find new business and win more deals. ### 14. Modern and functional! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Translation and Localization | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Upsales Sales and Marketing Platform?** The website has a sleek and modern design that is easy to navigate. The color scheme is simple with blue and white, creating a professional look and feel. The content is well-written and informative, providing potential customers with an understanding of how Upsales can benefit their business. **What do you dislike about Upsales Sales and Marketing Platform?** Lack of pricing information. Although this is not necessarily a deal-breaker, many potential customers might want to know what they can expect to pay before deciding on a demo or free trial. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Upsales Sales and Marketing Platform is designed to help companies improve their sales and marketing processes by providing a set of tools and features that enable more effective lead generation, nurturing, and conversion. Ineffective lead generation: A common problem for companies is that they struggle to generate high-quality leads that are likely to convert into customers. Upsales helps solve this problem by providing a range of tools for generating leads, such as web forms, chatbots, and landing pages, which can capture information about potential customers and trigger automatic follow-up actions. Lack of transparency in the sales process: Another common problem is that companies may not have a clear view of their sales pipeline, making it difficult to track progress, identify bottlenecks, and prioritize sales activities. Upsales provides a visual sales pipeline that allows companies to track leads and deals at every stage of the sales process, from initial contact to closed won or lost. Inefficient sales and marketing collaboration: When sales and marketing teams are not aligned, it can lead to inefficiencies, missed opportunities, and lack of accountability. Upsales helps facilitate better collaboration between sales and marketing teams by providing a centralized platform for managing leads and deals, as well as tools for tracking marketing campaign results and return on investment. ### 15. Satisfied beginner exploring the platform **Rating:** 4.0/5.0 stars **Reviewed by:** Michael Y. | Marknadsförare, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Simplicity. Most things speak for themselves and without training, I understand the tool and see the benefits quickly. It has a holistic approach that I like, where most things are gathered. **What do you dislike about Upsales Sales and Marketing Platform?** As initially mentioned, I am relatively new and have not had the chance to explore everything. Due to my focus on marketing, I have mainly stayed within that framework. There is probably more that can be done than I both think and know. Partly, I would like to be able to embed Upsales for customers for external use on our current website. I have not explored whether it is also possible to use SMS functions or similar. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** A professional tool that provides consistency towards partners and customers. Upsales thus contributes not only as a marketing platform focused on conversion or sales. But with the use of the tool, it also contributes to the brand as we get a broad foundational platform. ### 16. Makes your job 100 times lighter **Rating:** 3.5/5.0 stars **Reviewed by:** Noah A. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2023 **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 about Upsales Sales and Marketing Platform?** Sometimes I experience "lagg" in forms of the screen freezes. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Organized pipe & info about prospects. ### 17. Great tool for multi-purpose use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Easy to use, clean and minimalistic design, great customer support. Additionally it can be tailored and customised in a way that it's usefull for teams not strictly dealing with sales or marketing. **What do you dislike about Upsales Sales and Marketing Platform?** The bulid-in guide is complicated to navigate and find needed answers. Customisation, such as e.g.adding new account, could be simpler. Some functionality is missing e.g. automatic reminders of not opened emails. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Dealing with database of customers coming from different sources. Communication with them as well. ### 18. Very pleasant. **Rating:** 5.0/5.0 stars **Reviewed by:** Victor N. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **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 Upsales Sales and Marketing Platform?** Sometimes it can be a bit slow, multiple customer cards can make the experience iffy. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It makes it easy to set up sales for customers. ### 19. A very useful and easy to use tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Anna S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Makes my day to day obligations easy to follow, great pipeline and performance statistics. **What do you dislike about Upsales Sales and Marketing Platform?** When prospecting or finding a new company I would like to have the contact information of the company or employees already put it. Also a short description of the company in order to know directly if it is relevant to me. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It is making lists av companies that I have not been in contact with for a long time in order to reconnect. Also synced with my Outlook so I don't have to book an appointment twice. ### 20. Stable but at times confusing. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Straightforward interface with a simple and minimalistic design. I love the features of the prospecting tool. Very easy to use and learn. **What do you dislike about Upsales Sales and Marketing Platform?** Sometimes lacks in terms of user experience. Would like a feature to sort by the best performing places, products or industry. The top 25 performing feature is too broad to use. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It helps me keep track of all my clients. Centers prospecting and being able to schedule in an easy way. In short it focuses all my work in to one place so i dont have to use other tools. ### 21. Salesman using Upsales Daily **Rating:** 5.0/5.0 stars **Reviewed by:** William L. | Meeting Booker, Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Upsales Sales and Marketing Platform?** The most helpuful thing for me is that its very easy to keep information on different customers and its easy to navigate in. i love upsales **What do you dislike about Upsales Sales and Marketing Platform?** theres a feq bugs sometimes for me for instance: if i write down something and klick save, it doesent save all the time so i have to rewrite. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** i use upsales for prospecting and to book in meetings with different customers. Upsales help me to keep a good structure for me in my daily work schedule. Upsales help me get a good planning for the week so that i know what i have planned. ### 22. Easy to use CRM system **Rating:** 4.0/5.0 stars **Reviewed by:** Elin W. | Product specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2023 **What do you like best about Upsales Sales and Marketing Platform?** It´s easy to use, and the help from customer support is excellent. It has a connection with Fortnox, which is great. Easy to find the customers in the database. We tried a few other CRM systems before choosing Upsales, and this system was much better than the others we tried. One of the best things is that scheduled phone calls appear in the app. I can call from the app and then go directly to the next call. **What do you dislike about Upsales Sales and Marketing Platform?** The price is a bit higher than the competitors. You can only integrate email and calendar with Office 365 or Gmail. We use the English version, and sometimes there are words in Swedish that my American colleague doesn´t understand. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Keeping track of our customers, quotes and sales funnel. Easy to plan tasks, phone calls and meetings and not double book. ### 23. Accurate and good information **Rating:** 5.0/5.0 stars **Reviewed by:** Olle K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Almost always accurate information. Easy to use and easy to find information that can help starting good conversations with customers. **What do you dislike about Upsales Sales and Marketing Platform?** It has a learning curve before you get into great workflow but ones thats down its awesome CRM - system. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It has all the information that you need before going into a conversation with a potential customer. From expiring dates to how much the company makes throughout the reasent years. ### 24. A decent CRM system, but one misses out on existing features with custom journeys **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Upsales Sales and Marketing Platform?** The fact that it integrates with our pricing algorithm and can help us generate quotes fast and efficiently. **What do you dislike about Upsales Sales and Marketing Platform?** If you create your own custom journey then a lot of out of the box features on journey steps including important data like conversion from one stage to another gets missed. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Sales and Marketing alignment Integration for generating quote requests ### 25. Upsales - outstanding CRM out of the box for B2B in the Nordic Countries **Rating:** 5.0/5.0 stars **Reviewed by:** Peter K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Upsales is a out of the box, quickstarted CRM, with great capabilities. As a B2B-facing company working in Scandinavia/Nordics, we get all the functionality we need without the need for complex adaptations. Great support for both technical and user based issues! **What do you dislike about Upsales Sales and Marketing Platform?** Some functions within the subscription module is not as flexible and developed as the ones in opportunities and sales. I.E to be able to save files and create tasks. Since this is a minor function, it is not a major problem. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Smart and intuitive UI, easy to start a sales group, where a CRM often is hard to implement, Upsales quickly enables an organization to have a really powerful CRM that salespeople actually likes. ### 26. Good overview, easy to follow up on new leads, and a nice interface that makes it fun to work in. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 04, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Good overview, easy to follow up on new leads, and a nice interface that makes it fun to work in. A big difference compared to our previous CRM system. **What do you dislike about Upsales Sales and Marketing Platform?** So far nothing, I think all functions are good. Quite new to the system so far. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Easy to coordinate who follows up on leads. Get an overview of your potential deals and facilitate collaborations to close with a customer. ### 27. Very good **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2023 **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 you dislike about Upsales Sales and Marketing Platform?** If someone made a callback it should be deleted from the list **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** DOnt really know ### 28. Avoid if you can **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Similar functionality as all CRMs. Lightweight and wiorks if you are a small company needing a no thrills tool. Intuitive UI and has the standard Fotnox integration for Swedish users **What do you dislike about Upsales Sales and Marketing Platform?** Complete disregard for interest of the you as a customer. Tries to make you pay a year in advance for services that you do not need and even if you cancel you are going to be forced to pay for another 15 months. Borderline legal terms and definietly not a customer first company **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** CRM ### 29. Very good system, all info att the same place **Rating:** 4.5/5.0 stars **Reviewed by:** Joachim L. | Interim Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Help to get my data correkt and follow progression **What do you dislike about Upsales Sales and Marketing Platform?** I have not found anything yet, are a new uswe **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Help me to have both customer and prospects up to date ### 30. The perfect CRM-system. **Rating:** 5.0/5.0 stars **Reviewed by:** Isandro L. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2023 **What do you like best about Upsales Sales and Marketing Platform?** The perfect CRM-system to find and generate new leads **What do you dislike about Upsales Sales and Marketing Platform?** Nothing, i think that all functions that i want and need is there. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** generate need leads ### 31. Very satisfied! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Upsales Sales and Marketing Platform?** The interface is perfect! Also like how you can measure everything from the number of calls to upcoming sales. **What do you dislike about Upsales Sales and Marketing Platform?** Can't think of anything I'm not satisfied with at the moment. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It is very simple and easy to overview as a whole. ### 32. Great CRM for The Salesteam! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **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 i also like the followup system. I can really recommend it! **What do you dislike about Upsales Sales and Marketing Platform?** cant find anyting bad about it. its reallay good! **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** nada ### 33. Upsales adds great value to our business **Rating:** 4.5/5.0 stars **Reviewed by:** Kalle R. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Upsales is a great tool like most CRM platforms but what separate Upsales is their fantastic and incredably serviceminded staff. They are always ready to solve my challenges. **What do you dislike about Upsales Sales and Marketing Platform?** Sometimes I can feel that Upsales is not so logical/pedagogic and easy to find my way around. Also sometimes I feel that the development of features can be faster. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Like all CRM it helps to sort out leads, customers and to create a structure in the sales funnel. The market automation tool is something we just started to use but it seems promising. ### 34. Good support to keep track of my customers **Rating:** 4.0/5.0 stars **Reviewed by:** Åsa A. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Activities: I get reminders and can set reminders for tasks Pipeline: who to contact to get an order **What do you dislike about Upsales Sales and Marketing Platform?** Offer the template: We can't make an offer the way we like. It's very complicated to make the template and we have received not much help. We still use Fortnox. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** We can see what's in the pipeline and I'm reminded to contact the client that I might forget to get back to. ### 35. Helps me keep in contact with high volume of customers at a fast space **Rating:** 5.0/5.0 stars **Reviewed by:** Carl H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2023 **What do you like best about Upsales Sales and Marketing Platform?** The function called "blixtläge". The use of that tool as improved my efficency alot and cant see my self work without it today. **What do you dislike about Upsales Sales and Marketing Platform?** In some cases i would like an autosave function while making notes on a acitivity window. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Makes me keep contact with more customers at the same time without hurting well prepared approach ### 36. Easy to use, comprehensive in functionality, and a human support function for very occasional issues **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Upsales Sales and Marketing Platform?** A first class user interface, simple reporting and good bulk email function **What do you dislike about Upsales Sales and Marketing Platform?** Data import can be a little cumbersome and time consuming **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Integrating sales and marketing functions so that effort can be tracked easily from one to another. ### 37. Easy to navigate! **Rating:** 4.0/5.0 stars **Reviewed by:** Isabelle M. | FOUNDER, Mid-Market (51-1000 emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Easy to navigate and great tool to remember my daily tasks and plan my week. **What do you dislike about Upsales Sales and Marketing Platform?** Sometimes it double registrates activities and tasks. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Get in contact with right people and to remind myself to stay in contact. Also have a clear overview on my leads and easy to prospecting. ### 38. Competence platform that handles a lot **Rating:** 5.0/5.0 stars **Reviewed by:** robert l. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Upsales Sales and Marketing Platform?** I think it is a potent solution that handles both prospecting, simple marketing, and all CRM functions. It gathers everything in one place. **What do you dislike about Upsales Sales and Marketing Platform?** The platform is not very intuitive. It is difficult to understand the solutions without involving support and other external help. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It collects all customer data in one place. And helps us bring order to the sales pipeline. ### 39. Easy to use system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Easy manuals, and accurate up to date information about companies **What do you dislike about Upsales Sales and Marketing Platform?** The integration with Fortnox is sometimes slow, and the emailsystem is a bit hard to understand **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** To consolidate all interactions with customers ### 40. Upsales works as expected **Rating:** 5.0/5.0 stars **Reviewed by:** Sigurd L. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Easy to find whatever you need with clever menus and searches. You can always adjust your perimeters on how you search easily and functional. The platform is easy to use and perform on and connects well with other devices. **What do you dislike about Upsales Sales and Marketing Platform?** The only thing I can think of is when making searches in bisnode you can't refresh the page without erasing all search values - but this can be countered by saving your presets. Also you should be able to type in which page you want to search for. not just the three first and three last. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Is a solid resource for sales and search for business as well as being a planner for meetings and other scheduling. ### 41. Simple and comprehensive **Rating:** 4.0/5.0 stars **Reviewed by:** Håkan J. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Upsales Sales and Marketing Platform?** One quickly gets an overview of the current situation. **What do you dislike about Upsales Sales and Marketing Platform?** What I can miss is a slightly nicer interface **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** To keep track of our customer database, as well as the ability to follow how we process it ### 42. Very customer friendly, easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Customer-friendly, a lo of useful functions, easy to follow up things and make own todos, leads to colleagues **What do you dislike about Upsales Sales and Marketing Platform?** Sometimes a bit messy when the same thing is in different places, especially when there are several companies in the same group **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Simplifies follow-up among cclients and collaboration between colleagues ### 43. Easy to use and valuable data! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Upsales Sales and Marketing Platform?** It's easy too use. Scalable. And the customer support is excellent! **What do you dislike about Upsales Sales and Marketing Platform?** There's a lot of possibilities so it could take some time to get the settings you like in place. Know what you want and need! **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Upsales make it easier to focus our energy on the right things which make us more efficient in the long run. And makes work more interesting and fun in the short run. ### 44. A complete solution to grow into **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2023 **What do you like best about Upsales Sales and Marketing Platform?** That it contains everything we as a startup need. We do not need several solutions to keep track of subscriptions, marketing etc **What do you dislike about Upsales Sales and Marketing Platform?** I do think that Upsales could benefit from a more startup oriented business model when it comes to modules like the Marketing Automation module **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Supports the full sales and marketing process including sunscriptions and connection to our business system ### 45. Superuser/sales **Rating:** 5.0/5.0 stars **Reviewed by:** Thom F. | Sales/Superuser, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Upsales Sales and Marketing Platform?** I love how Upsales keeps track and helps me organize my costumers so I never miss a thing. Upsales also helps me sell more with the wonderful prospecting tool. Compared to other programs I've used in the past Upsales actually push me towards selling. **What do you dislike about Upsales Sales and Marketing Platform?** At the moment, there's nothing I Dislike about Upsales, of course there are small tweaks I would like to implement but the team at Upsales is very helpful and see's to our needs. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** I only use the Upsales sales part of Upsales, it definetly solves alot of issues finding new prospects and help me to get control over my customers. I have only used Upsales for a few months but I'm looking forward to see how much Upsales increase sales. ### 46. I'm simply always pleased with how it works **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Upsales Sales and Marketing Platform?** the easy access and how easy it is to use **What do you dislike about Upsales Sales and Marketing Platform?** I really don't hade a bad opinion. Maybe it is a bit slow at times **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** It is bemefitting because it makes it easy to gather information about our partners ### 47. User-friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2023 **What do you like best about Upsales Sales and Marketing Platform?** It is easy to use and provides a good overview of what you have on your sales board. Good fonts and easy to teach new users. **What do you dislike about Upsales Sales and Marketing Platform?** I think that everything is easy to use. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** it helps me to get structure over my work and helps me to remember scheduled meetings and calls. ### 48. Very likely due to finding it so far the best, time saving and most effective Sales Platform I used! **Rating:** 5.0/5.0 stars **Reviewed by:** Peter H. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2022 **What do you like best about Upsales Sales and Marketing Platform?** Its giving me clarity and perfect overview of my Follow-Ups, Leads & Sales etc. **What do you dislike about Upsales Sales and Marketing Platform?** Its not working optimal on androids or ios like on computers! **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Its all in one system that helps me to solve problems on time saving when it comes to follow up´s on sales through both analytic tool/upsales insights etc. As a matter of fact my Business performance has increased in 2022 thanks be using Upsales ### 49. project lead and creative sales manager **Rating:** 5.0/5.0 stars **Reviewed by:** Frida E. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2023 **What do you like best about Upsales Sales and Marketing Platform?** Easy to understand, easy access, a great way to manage sales **What do you dislike about Upsales Sales and Marketing Platform?** Im not using it as a marketing plattform, don't find this version very helpful **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Easy to navigate and manage all your sales projects. ### 50. A complete CRM that handles most things **Rating:** 5.0/5.0 stars **Reviewed by:** Robert L. | VD, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2022 **What do you like best about Upsales Sales and Marketing Platform?** The advantage of Upsales is that it is so comprehensive. It can satisfy the needs of both small companies and slightly larger ones. You can vary the integrations with other systems, which facilitates the use of the CRM throughout the ENTIRE organization. Including finance and invoicing. **What do you dislike about Upsales Sales and Marketing Platform?** The level of complexity makes the system not very intuitive. It is difficult to use as a prospecting tool. It is hard to work with templates and send-outs to customers in a smooth way. Most things (that are not done daily) tend to take a very long time to do. It simply takes time to learn new tasks. The same goes for follow-ups and changes in relation to other systems (Fortnox). Such tasks are difficult to do quickly. A major disadvantage is also that the CRM demands a lot from its user. Compared to LimeGo, it is on the simpler side, but the advantage is that a new user can get started in 10 minutes and practically without needing to go through the system with them. Comparatively, it is also much smoother to use in prospecting new customers. Two areas that Upsales would need to improve are: 1. Make prospecting smoother. Facilitate for a salesperson to add customer information to the CRM without it becoming an additional cost for the employer. 2. Make send-outs - both single and multiple - easier. **What problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?** Mailings can be handled directly through the CRM - and partially validated. Just like part of the prospecting. Overall, this leads to increased efficiency, increased control, and thus also saving some time. But that Upsales leaves something to be desired is quite clear - for example, we are still working with customer lists/prospect lists in Excel because we perceive it as clearer, simpler, and more agile. The ideal would have been if Upsales were so smooth that we could also work with customer lists and prospecting lists directly in Upsales. ## Upsales Sales and Marketing Platform 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?](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 - [View Upsales Sales and Marketing Platform pricing details and edition comparison](https://www.g2.com/products/upsales-sales-and-marketing-platform/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-31+11%3A19%3A34+-0500&secure%5Bsession_id%5D=d8e82256-603a-4dc1-a42e-58d486bc201a&secure%5Btoken%5D=7b1672b68fc2bb744f0f272022ed1d00746ee5d78f4b64c0b0562e41c474416b&format=llm_user) ## Upsales Sales and Marketing Platform Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) ## Upsales Sales and Marketing Platform Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - Mobile Optimized - Search Tracking and Optimization **Customer Support** - Case Management - Customer Support Portal - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Budgeting **Mobile & Social** - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Upsales Sales and Marketing Platform Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,282 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,678 reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,229 reviews)