Easy to use and helps manage sales and marketing in one place. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It's very easy and important to startup to increase sales and get plans for updates works and high speed publish Review collected by and hosted on G2.com.

High cost , you need to pay 200 $ per month though I think that it's too much high price t startup companies Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It's a user friendly and marketing automated software with AI and can boost sales. Review collected by and hosted on G2.com.

Quoting tools are outdated in which it creates challenging for renewal process with mobile app lacks features compared to the desktop version. Review collected by and hosted on G2.com.

This is a platform designed to help businesses enhance their sales and marketing efforts. Offers a variety of powerful tools. It's amazing! Review collected by and hosted on G2.com.

Well, can be a little confusing if someone doesn't have a basic knowledge of this kind of website. Review collected by and hosted on G2.com.

The sales generated from this product has opened up a whole new world of sales and infrastructure to the way my team. Review collected by and hosted on G2.com.

The thing I dislike is that there isn't more of these types of products out here to help businesses thrive. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.