--- 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: '2026-08-11' 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 (3 reviews) - Users highlight **missing features** in Upsales, such as outdated quoting tools and rigid customization options.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 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?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+17%3A45%3A36+-0500&secure%5Bsession_id%5D=002383d0-c307-4000-8138-9c0059db4e41&secure%5Btoken%5D=eb44ab5ee13eb35d0cbae4b41a6483783c0231af2d184ecff3ec27e00c1e1479&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 - Contract/License 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 - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Customer Support** - Case Management - Customer Support Portal - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Budgeting - Campaign Management - Workflow Management - Template Management **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Drip Campaigns - Multi-Campaign **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Upsales Sales and Marketing Platform Alternatives - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,259 reviews)