One quickly gets an overview of the current situation. Review collected by and hosted on G2.com.
What I can miss is a slightly nicer interface Review collected by and hosted on G2.com.
One quickly gets an overview of the current situation. Review collected by and hosted on G2.com.
What I can miss is a slightly nicer interface Review collected by and hosted on G2.com.
Customer-friendly, a lo of useful functions, easy to follow up things and make own todos, leads to colleagues Review collected by and hosted on G2.com.
Sometimes a bit messy when the same thing is in different places, especially when there are several companies in the same group Review collected by and hosted on G2.com.
It's easy too use. Scalable. And the customer support is excellent! Review collected by and hosted on G2.com.
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! Review collected by and hosted on G2.com.
That it contains everything we as a startup need. We do not need several solutions to keep track of subscriptions, marketing etc Review collected by and hosted on G2.com.
I do think that Upsales could benefit from a more startup oriented business model when it comes to modules like the Marketing Automation module Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
the easy access and how easy it is to use Review collected by and hosted on G2.com.
I really don't hade a bad opinion. Maybe it is a bit slow at times Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
I think that everything is easy to use. Review collected by and hosted on G2.com.
Its giving me clarity and perfect overview of my Follow-Ups, Leads & Sales etc. Review collected by and hosted on G2.com.
Its not working optimal on androids or ios like on computers! Review collected by and hosted on G2.com.
Easy to understand, easy access, a great way to manage sales Review collected by and hosted on G2.com.
Im not using it as a marketing plattform, don't find this version very helpful Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.