# Upscale Reviews **Vendor:** Upscale **Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) **Average Rating:** 4.7/5.0 **Total Reviews:** 87 ## About Upscale Upscale is a sales engagement platform that automates sales outreach by using multiple channels like email, phone calls, LinkedIn, text messages and more. Our data-driven unified platform helps streamline routine work and lets your sales team focus on what really matters - closing deals. - Multi-channel outreach (Email, Call, LinkedIn, WhatsApp, SMS, Voicemail) - Intelligent triggers to automate and save time - Easy to use interface - Free 24x7 support over phone, chat and email - Free onboarding support for success - Integrations with Salesforce, Pipedrive, HubSpot, Zoho, Gmail, Outlook, Vidyard, ZoomInfo, Lusha etc. ## Upscale Reviews ### 1. Booked 3X meetings with prospects using Upscale! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Upscale?** Upscale has helped our 20 member sales team to improve sales productivity by almost 3X. We have been able to reach out to a larger number of prospects in far less time, that too in a very structured way using sales sequences. We have been able to book more meetings ing with our prospects. **What do you dislike about Upscale?** Upscale does what it's intended for but it will be great to wait for meeting recording and transcription feature for video meetings over google meet and Zoom calls. **What problems is Upscale solving and how is that benefiting you?** Upscale has solved the following problems for us- - Building a way more consistent pipeline by making our sales team more productive with sales cadences and prospecting playbooks. - We wanted to automated many king of mundane and repetitive tasks and get insights to help our sales team only focus on great conversations. - We wanted to have a multichannel approach to prospecting which involved emails, phone calls and LinkedIn. ### 2. Upscale Your Revenue **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Upscale?** The best thing about Upscale is the combination of how simple it is to setup and use and how powerful it is. Setting up phones, email, LinkedIn, Whatsapp, and sequences and tasks was a relative breeze. And using it now and managing tasks is easy enough that they are actually used. **What do you dislike about Upscale?** I dont have a big dislike, more like minor quibbles. Would be nice to have the LinkedIn tool a bit more automated, but LinkedIn doesnt want that so I understand. Would also be nice to have a warmer but Google has recently gone very anti-warmer, so again I understand why they have not done it. **What problems is Upscale solving and how is that benefiting you?** We needed a full sales engagement platform. We have been on a sender rotation email sequencer-and still are-but we needed a multi-channel platform, and something far better suited to an ABM strategy. Upscale with emai, phone, sms, linkedin, and whatsapp definitley covers our needs. ### 3. Solid sales engagement platform!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kriti A. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Upscale?** Upscale is really user-friendly and easy to navigate. You don't need to be tech-savvy to figure out how to use it. - I really like the automation features. It saves me a lot of time and effort by allowing me to send out follow-up emails and reminders to prospects automatically. - The sequence reporting is really helpful as well. I can see which campaigns are working and which aren't to adjust my strategy in real-time. **What do you dislike about Upscale?** While the automation features are great, I sometimes wish there were more options for templates. For example, I'd like to refer to templates for situations like prospect clicks but doesn't book a meeting. **What problems is Upscale solving and how is that benefiting you?** - Upscale helps me stay organized and keep track of all my sales activities. - Streamlines my workflow and ensures that I never miss an important follow-up. - The seamless integration with the CRM allows me to have all my sales data in one place, eliminating the need for manual data entry. - Another great benefit is the ability to schedule emails in advance. This allows me to work ahead and plan my outreach strategy, even when I'm busy with other tasks. I can set up emails to be sent at the most optimal times, increasing the chances of getting a response. Overall, Upscale saves me time, helps me maintain a high level of organization, and improves my chances of closing deals. ### 4. A sales assistant in disguise **Rating:** 5.0/5.0 stars **Reviewed by:** Stanislav G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Upscale?** One of the key advantages of Upscale is its automation capabilities, which have allowed us to streamline our outreach efforts and save valuable time. With features like automated email and text sending, we have been able to communicate consistently with our prospects, resulting in increased positive responses and engagement. Have to mention the 24/7 support that Upscale offers. Their support team is always there to assist us whenever we need help or have questions. I know they're a reliable partner that's got our back! **What do you dislike about Upscale?** One aspect that we found slightly challenging is the limit of templates. They can add more scenarios, making it easy even for freshers to use. **What problems is Upscale solving and how is that benefiting you?** Upscale has had a significant positive impact on our sales performance. The reports have helped optimize the sales process, improve engagement, and achieve better results. Its eliminated repetitive tasks to a large extent. ### 5. Pure GEM, didn't expect it to be this good. **Rating:** 5.0/5.0 stars **Reviewed by:** Arthur I. | founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Upscale?** I was amazed by the LinkedIn extension offered by Upscale. As LinkedIn is our main source of leads, it was crucial for us to have a CRM extension that could extract our leads into a well-organized pipeline, and Upscale does this wonderfully. The chrome extension's task feature allows us to semi-automate messages, connection requests, and inmails, which is incredibly convenient when dealing with an inbox full of new leads on a daily basis. We barely have to touch LinkedIn itself. Just try Upscale and you'll see what I mean. The dashboard is simple yet advanced, and after spending just half a day exploring the platform, I felt right at home. Everything is well laid out and makes perfect sense once you get familiar with the platform. The support is stellar; they respond within seconds. I've interacted with the support team through their live chat several times, and each time, I've been more than satisfied with their assistance. They always respond in a timely manner. **What do you dislike about Upscale?** it's hard to find anything to dislike about upscale, it already feels like a mature CRM even though its still in its infancy. **What problems is Upscale solving and how is that benefiting you?** In my case, using Upscale has made it much easier for me to manage and nurture leads on LinkedIn. The automation features have helped me save time and focus on the more important aspects of my business, such as building relationships with potential clients. The well-organized pipeline has also allowed me to keep track of my leads and ensure that I am following up with them at the right time. Overall, Upscale has helped me to increase my efficiency, improve my sales pipeline, and ultimately grow my business. ### 6. Single Window Platform for Multiple Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Saahil S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Upscale?** 1. The platform is very well thought out and designed to suit all the needs of an SDR. 2. Right from Emails to LinkedIn, every functionality is present. 3. Ability to cold call is also present within the platform with additional accessibility of choosing from multiple local numbers. 4. Some extent of LinkedIn automation makes it even better and easier to use. 5. Support is really good. In case of any issues, the team is quick to hop on a call and help. **What do you dislike about Upscale?** 1. If LinkedIn could be automated even more, that'd make my life way easier. 2. If data of prospects could also be integrated within the platform, and help with their recent activities, intents, etc, that'd make it holistic. **What problems is Upscale solving and how is that benefiting you?** 1. We are using the tool to reach out and engage with multiple leads in the US market. 2. The tool helps us in reaching out to these people at the right time, with most of the tasks automated, hence suited for scale. 3. We are also able to track numbers and metrics of our campaigns, making us more efficient and productive. ### 7. Upscale Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Chirag J. | Product Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Upscale?** Well upscale helped our team in improving the productivity by a really good amount. The upscale strategies helped our team to focus more on the quality leads. Converting leads to the meetings became so easy and smooth in tracking. **What do you dislike about Upscale?** For new users, it's a bit complex to understand and to get the maximum out of the platform. Upscale has many features but customization can be tough for new users to understand and implement. **What problems is Upscale solving and how is that benefiting you?** Well when you are in the sales business, all you need is to focus is on closing more meetings. So upscale strategies helped us really in closing more meetings. Another thing which upscale helped in our business is focusing on more quality leads in general. That is the key in the sales business that you don't waste much time on low-quality leads. So when these leads get eliminated in process, that will save a lot of resources for us. ### 8. Upscale the best email marketing tool **Rating:** 4.5/5.0 stars **Reviewed by:** Subramanya R. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2023 **What do you like best about Upscale?** Sequences and reporting system, upscale.ai is one of the simple and effective tools i have used which is very effective and i can say it is going to be a one-stop solution for all email marketing soon **What do you dislike about Upscale?** Filters and search bar, both of them could have been improved Exporting - exporting all opened emails or prospects is the mission, same with click and view **What problems is Upscale solving and how is that benefiting you?** Email outreach, reporting of prospects' status, pipeline management and etc. ### 9. Best Alternative To Hubspot **Rating:** 5.0/5.0 stars **Reviewed by:** Vaibhav K. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Upscale?** The workflow of Upscale is extremely easy to manage and work with. Apart from that customer support is something that I am very happy with. I would recommend this to those who are using HubSpot. **What do you dislike about Upscale?** Nothing much I disliked about Upscale everything is great for the price point. I feel data analytics can be better that will be eventually fixed over a period of time as per my discussion with the team **What problems is Upscale solving and how is that benefiting you?** One of the major issues with tools like Upscale is native email integration which upscale offers and apart from the pricing at which they are offering is great. Even few things that they offer are better then Hubspot like LinkedIn task which help you directly open prospect account without manually searching them which saves a lot of time and efforts. ### 10. Amazing tool with amazing support **Rating:** 4.5/5.0 stars **Reviewed by:** Ankit R. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Upscale?** The best part about Upscale is the UI - Easy to use and their support is amazing even at odd hours. **What do you dislike about Upscale?** Nothing to be honest. Couple of more automation for linkedin would make this tool best in the market. Ex - Dripify like **What problems is Upscale solving and how is that benefiting you?** Outbound reachouts- It helps us with automation the redundent activities. Also features like creating task's helps us a lot. The analytics is also good when doing the review meeting. ### 11. user-friendly sales engagement platform **Rating:** 5.0/5.0 stars **Reviewed by:** udayraj p. | Senior Growth Marketer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2023 **What do you like best about Upscale?** The platform's user-friendly interface and intuitive features make it easy to navigate and utilize to its full potential. Upscale's intelligent triggers and automation features have allowed us to personalize our outreach.A/B testing each step and the analytics have provided us with valuable feedback on whats working and whats not. **What do you dislike about Upscale?** There have been occasional instances where we have encountered minor issues. However, the Upscale support team has been responsive in addressing these concerns and providing solutions. **What problems is Upscale solving and how is that benefiting you?** One of the biggest challenges we faced in our prospecting efforts was randomness. There was a lack of visibility into which activities were truly effective in driving ### 12. Upscale Review **Rating:** 4.0/5.0 stars **Reviewed by:** Sajan T. | Product Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Upscale?** Well, Upscale saves a lot of time which usually businesses waste in random prospectings. Overall it helped in improving the quality of the sales strategy. Also, integration of it with tools like Whatsapp, and Google Calendar is also really easy. **What do you dislike about Upscale?** one thing I dislike about the upscale is the limited integration into different platforms. It reduces the effectiveness when connect to CRMs. Also too much dependency on email communication. **What problems is Upscale solving and how is that benefiting you?** Well, Upscale is solving the following problems for us in our business: 1. It is helping us to focus on the quality leads in CRM. 2. Sales engagement with the Upscale has really gone up for us. The email tracking mechanism is really good, which helps is regular and consistent follow-ups for us. ### 13. Reached more prospects using Upscale! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2023 **What do you like best about Upscale?** Now that we have structured sales sequences, we can track progress and compare the performance of our sales outreach on Upscale. Along with this, the best part about Upscale includes - Easy-to-use interface - Uploading prospects and getting started with campaigns is easy - Followups can be planned better when we can track every action that prospect takes - Whenever we need assistance, the support team is available - As a result of automating mundane tasks, our team has saved overall time and effort **What do you dislike about Upscale?** Upscale is going, and minor issues are inevitable, but the team is always available to help Email and sales sequence blueprints and templates are available, but I recommend adding call scripts, and LinkedIn messages as well. **What problems is Upscale solving and how is that benefiting you?** Our primary challenge was to book more meetings with our prospects by bringing consistency within the team. We wanted to ensure everyone follows a common strategy and track progress to keep improving. With the remote team setup, it had been difficult to follow a set process. Upscale has helped us reach prospects at scale without compromising the quality of the conversations. The performance of campaigns has increase drastically since followups are consistent now. ### 14. Fantastic support **Rating:** 5.0/5.0 stars **Reviewed by:** Shekhar K. | Vice President - Sales and Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2023 **What do you like best about Upscale?** Does everything that is promised. The support is great and setting the software up took less than 2 hours (we had prior experience with outreach too). I would highly recommend UpScale. **What do you dislike about Upscale?** Can't think of anything as of now, but the product was able to accommodate all our use cases with ease. **What problems is Upscale solving and how is that benefiting you?** Sales process management and compliance. Lead management. ### 15. I found UpScale, very much user friendly and compatible for my outbound campaigns. **Rating:** 4.5/5.0 stars **Reviewed by:** Ashwin K. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2023 **What do you like best about Upscale?** Support from the team is outstanding. It did not take more time for me or my team to start a campaign, though it was a new tool for us. It is also helpful that we can set up multichannel campaigns. **What do you dislike about Upscale?** I didn't find any feature that could be disliked. **What problems is Upscale solving and how is that benefiting you?** We can set up campaigns on auto-pilot mode and that time can be utilized for other outreach steps. It has multichannel outreach feature, using which we can set up touch points to our ICP's through multiple channels and that is helping in nurturing. ### 16. Awesome experience **Rating:** 5.0/5.0 stars **Reviewed by:** Prateek K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Upscale?** I have been using this online sales engagement platform for a few months, and it has made a massive difference in my sales productivity. The platform's automation features have saved me a lot of time, and the personalized outreach has helped me close more deals. The platform is also easy to use and has an excellent user interface. I would recommend it to any sales professional **What do you dislike about Upscale?** I don't have an answer to this as i have not found any dislikes about this platform. I'll surely provide something on this topic if and when i encounter something which i dislike **What problems is Upscale solving and how is that benefiting you?** The platform's automation features have saved me a lot of time, and the personalized outreach has helped me close more deals. The platform's lead prioritization and enrichment features have helped me focus on the most promising leads, and email automation has saved me a lot of time. ### 17. Powerful Sales Engagement Platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Nivesh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2023 **What do you like best about Upscale?** A lot to like in the product like - multichannel sales engagement, easy dashboards, quick campaign setup, integration with other platforms, etc. The customer success team is highly responsive and solves any issues right away, always up for good feedback. **What do you dislike about Upscale?** Haven't found anything to dislike, there used to be a throttle option to limit emails going from a campaign, this needs to be back to the product asap. **What problems is Upscale solving and how is that benefiting you?** We are using the tool for automating a few tasks of our Sales, and saving a lot of time there. Also doing quick experiments with marketing for different prospects. ### 18. Upscale your lead gen **Rating:** 4.5/5.0 stars **Reviewed by:** Dan R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Upscale?** Upscale was a surprsingly simple set up, and nice UX. Easy interface and pretty simple from the get go. Plug and play yur leads into the CRM, follow ups and pleanty of features. Everything you need to manage leads and an entire CRM system. It's got great analytics, multichannels and out teams loves the call features. **What do you dislike about Upscale?** More templates, video functions, transcriptions and more integrations are needed. **What problems is Upscale solving and how is that benefiting you?** Getting all our sales and business development team on the sme page. Helping with follow up sequences, direct calls and outreach on the go. ### 19. Great Product and Awesome Suport Team **Rating:** 4.5/5.0 stars **Reviewed by:** Dheeraj P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2023 **What do you like best about Upscale?** It's very user-friendly, and the interface is kept neat and clean. You can run email campaigns smoothly and track insights easily. The support team is always ready to help you whenever required. **What do you dislike about Upscale?** I wish exported data should be directly downloaded to the computer instead of just emailing it. I also feel that there should be an export button in the Sequence > Prospect. **What problems is Upscale solving and how is that benefiting you?** Help to run mass email campaigns, which saves time. I can also easily track the particular campaign's insights and have a graphical representation. A/B testing and sequence setup help analyse the response to the mails. ### 20. Pretty awesome SEP with the best in class support **Rating:** 5.0/5.0 stars **Reviewed by:** Yogesh P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2023 **What do you like best about Upscale?** The simple yet functional interface has made me super dependent on the platform. It integrates seamlessly with my Hubspot and the support from the Upscale team has been incredible! **What do you dislike about Upscale?** Sometimes, you might see a slight lag here and there since the team is working on building and finessing the product. Nothing to dislike with this sales engagement platform. **What problems is Upscale solving and how is that benefiting you?** It helps me seamlessly deliver my campaigns with all channel touchpoints I need for business. You can conveniently have a workflow with Email (Auto & Manual), LinkedIn, Whatsapp, Call tasks with sufficient variables to personalize your drafts. ### 21. Seamless SEP to power your sales **Rating:** 5.0/5.0 stars **Reviewed by:** Naman A. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about Upscale?** A freinds referred Upscale to me and from signup it was a very seamless experience. The product was inituitive despite having a wide range of features. The customer support was an icing on the cake. I highly recommend Upscale to be in your arsenal of tools. **What do you dislike about Upscale?** There isn't much I disliked but sometimes there were some issues with the analytics like I felt the open rate and CTR is wrong. But this happened rarely. Apart from this everything perfect till date for me. **What problems is Upscale solving and how is that benefiting you?** Upscale helped me in automating my prospect reach out and understand what's working and what's not while reaching out. It let me create campaigns according to the prospect profile and even double down in ICP as well. ### 22. Excellent Service & Quick Support **Rating:** 5.0/5.0 stars **Reviewed by:** Ashutosh A. | Sales Ops Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2023 **What do you like best about Upscale?** The commitment shown by the Upscale team to facilitate the customers is just great. Upscale has been competitive with pricing as well. They have been really flexible & customized plans for us which helped save us some money. **What do you dislike about Upscale?** The tool is a little slow which i belive the team already working on. **What problems is Upscale solving and how is that benefiting you?** Upscale has helped us mask USA numbers with Indians numbers which has helped with the pickup rates around India & Middle East ### 23. Amazing experiance, It makes my life easy **Rating:** 5.0/5.0 stars **Reviewed by:** Deepak K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Upscale?** Good usability means that the user can easily understand the software's functions and features, and perform tasks quickly and accurately. It has Good usability. **What do you dislike about Upscale?** there is nothing up until now but I'll be sure to share my dislike if find it in the future. For now it has given me seamless performance and I have to say that **What problems is Upscale solving and how is that benefiting you?** Usability is critical in software development because it can directly impact the user's experience and satisfaction. A well-designed and usable software product can improve user productivity, reduce errors, and increase user adoption and retention. ### 24. it really helps me to reach out to a huge number of prospects! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Upscale?** With upscale, you can create your custom outreach process with ease and really accelerate it. I also love the a/b testing with the mail campaigns, which really hellp us to make quick adjustments to our outreach process. **What do you dislike about Upscale?** I am quiet happy with upscale, the only thing that might need some improvement is the product documentation. **What problems is Upscale solving and how is that benefiting you?** I always had the problem, that I did everything manually. Writing emails, sending LinkedIn conncetions etc.. Upscale is now my assistant that automates ### 25. A very user friendly platform rich in features **Rating:** 5.0/5.0 stars **Reviewed by:** Maddasar A. | VP Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Upscale?** price, email sequence automation and the team is very approachable and open to sharing roadmap with actual action items **What do you dislike about Upscale?** they slightly lack on a few integrations but its not a deal breaker **What problems is Upscale solving and how is that benefiting you?** It's helping me to manage my team's email cadences very efficiently and allows me as a manager to monitor my teams ### 26. An All-Rounder, Intuitive Solution for Salespeople! **Rating:** 4.5/5.0 stars **Reviewed by:** Stacy K. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2023 **What do you like best about Upscale?** The interface is very user-friendly and the workflows are intuitive. It simply does the job within a short amount of onboarding time - compared to others who probably have more buttons lying around each page. **What do you dislike about Upscale?** I did not get to explore more on the data parts of the journeys, I heard they are not that robust, but hey - I got hot leads! **What problems is Upscale solving and how is that benefiting you?** Prospecting. It saves me heaps of productive hours which I could use for preparing for presentations, presenting the deck I prepared, and potentially closing deals faster - instead of doing the time-consuming, administrative, repetitive works. ### 27. Great tool for SaaS Sequencing **Rating:** 5.0/5.0 stars **Reviewed by:** Abhinav kumar G. | Digital Shelf for CPG/FMCG Brands | Director of Strategic Initiatives @DataWeave, Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2023 **What do you like best about Upscale?** Upscale has all the features that a Lead Gen Team needs. This tool has been built by the sales team for the sales team. Its a comprehensive and well-polished tool. Highly recommend SaaS teams to give Upscale a try. **What do you dislike about Upscale?** Upscale is really good and is going on the right track. **What problems is Upscale solving and how is that benefiting you?** Upscale is helping our team quickly scale up of Lead Gen. ### 28. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2023 **What do you like best about Upscale?** I really like the LinkedIn extension, apart from various other features like email or text automation. **What do you dislike about Upscale?** There is nothing as such as of now but Upscale should have an integration with Make.com for further powerful automation. **What problems is Upscale solving and how is that benefiting you?** It allows multi-channel outreach capability which is helpful for prospecting new leads. ### 29. Amazing customer service! **Rating:** 4.0/5.0 stars **Reviewed by:** Paul R. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2023 **What do you like best about Upscale?** The Upscale team is very helpful and attends to every question or issue in a timely manner. **What do you dislike about Upscale?** There are areas for improvement but overall, it is the right tool for a sales team. **What problems is Upscale solving and how is that benefiting you?** Email outreach. It helps the team organize cold email and call outreach. Generate reports and statistics. ### 30. SEP you should have! **Rating:** 5.0/5.0 stars **Reviewed by:** Babita R. | Sr. Legal Counsel, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Upscale?** You know what they say: you can't make a sale in a day. You can, however, make more sales when you have a process that's easy to execute and doesn't leave you guessing how to close the deal. Upscale is the perfect solution for this situation because it allows you to communicate with your customers in multiple ways and automate certain aspects of your sales process to make it faster and smoother. **What do you dislike about Upscale?** Upscale is still new yet helpful. Everything is polished and well-designed but there is always scope for improvement. They can improve with new features. **What problems is Upscale solving and how is that benefiting you?** The interface is easy to navigate, allowing users to set triggers based on customer behavior or actions taken by the company. For example, if a prospect opens an email you sent, you'll get notified. This gives you an option of how you'd like to continue the interaction—an email message or phone call—and ensures that all of your contacts are always up-to-date on important aspects. So if you're looking to automate your sales process that saves time and effort while keeping customers connected I'd suggest you look no further than Upscale! ### 31. Great product, many upcoming features! **Rating:** 5.0/5.0 stars **Reviewed by:** Manish S. | Eng Software & Application, Enterprise (> 1000 emp.) **Reviewed Date:** August 01, 2022 **What do you like best about Upscale?** Upscale is a powerful platform that configures the selling process across multiple channels like email, calls, and LinkedIn. You can mass import contacts, and update them to the CRM automatically. It saves you time and ensures that each contact is properly attended to. Some important things that I'd like to highlight: - It automates sending repetitive tasks - Automated follow-ups ensure the conversations are consistent- The UI is very simple and easy to use. **What do you dislike about Upscale?** I didn't think I would ever use the phrase, "I don't dislike anything" when describing an app. But here we are. Nothing is perfect but I think rapid improvements have been done. **What problems is Upscale solving and how is that benefiting you?** A lot of prospects end up replying to follow-up emails that were automatically sent. The email metrics also help in validating we are doing things right. The insights and reports are also added advantage to ensure we are not depending on guesswork but are rather data-driven. ### 32. Great Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Sanjeev K. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Upscale?** It's an excellent platform for the sales professional & helps you track your email communication with prospective clients; easy to use & best feature is that you get to know whether your prospect has seen your email. All the best! **What do you dislike about Upscale?** I feel one area they need to work on is the ease read receipt feature only, as includes click done from your end as well **What problems is Upscale solving and how is that benefiting you?** Client Connect & updates ### 33. Improves my inside sales team's prospecting! **Rating:** 5.0/5.0 stars **Reviewed by:** Shwetha S. | Inside Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2022 **What do you like best about Upscale?** Upscale sales engagement helps sales reps engage prospects where they are most likely to interact with you. You can implement your sales playbooks through a structured and multi-channel approach. The support is the best. Customer feedback is not only valuable in words but also implemented for good! We also like the chrome extension functionality to perform LinkedIn activities. **What do you dislike about Upscale?** Would have been to have a chrome extension for Gmail as well to automatically perform actions. For us to add prospects directly from Gmail to Upscale and activate workflows on the prospects would be great to have. **What problems is Upscale solving and how is that benefiting you?** If you're hungry to get a competitive edge it's important to streamline the sales outreach process with a sales engagement platform. It brought together all our sales touch points including email, calls, and social media in a structured manner. It helps you build deeper relationships with prospects by automating non-sales tasks. We are quite happy with the platform. ### 34. Brilliant Product that impacts your business converion **Rating:** 4.5/5.0 stars **Reviewed by:** Prateek K. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2023 **What do you like best about Upscale?** This product helps me keep track of my Sales pipeline. It helps me prevent leakages and helps me remove useless sales prospects . **What do you dislike about Upscale?** I dont think anything for now as they are building some great integrations . **What problems is Upscale solving and how is that benefiting you?** It helps me with clean visibility of sales pipeline It helps me keep a control of my SDR's Helps me improve efficiency of my SDR's Increase conversion ratios ### 35. Great tool for outbound sales teams **Rating:** 5.0/5.0 stars **Reviewed by:** Rajesh K. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2023 **What do you like best about Upscale?** Helps reach out to prospects across multiple channels (email, linkedin, telephone). Great tool for an inside sales teams at B2B and SaaS companies. **What do you dislike about Upscale?** Product is raw and being constantly developed. Could do with more features. **What problems is Upscale solving and how is that benefiting you?** Build and implement automated sales communication sequences (usually over email). Monitor responses to the sequences and help reach out through alternate channels (linkedin, telephone) if needed. Do this at scale. ### 36. Early users of Upscale, great SEP for Upscaling sales team, quick support and loved Dashboard part **Rating:** 4.0/5.0 stars **Reviewed by:** Sai P. | B, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2023 **What do you like best about Upscale?** Dashboard feature, Sequencing & support. **What do you dislike about Upscale?** Being early users, had dealt with bugs :( **What problems is Upscale solving and how is that benefiting you?** When the SDR function is increasing, we were looking for a dashboard to track every activity of all SDRs, and Upscale had a great solution to it. Sequencing for prospects is damn flexible that SDRs can play around and plan a journey for every single prospect in sequence. ### 37. Saved 40+ hours a month for our sales team! **Rating:** 4.5/5.0 stars **Reviewed by:** Derek L. | Manager, Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2022 **What do you like best about Upscale?** Upscale has helped our sales team track their activities and tasks. We have a structured workflow now that ensures consistency and a streamlined process. We've saved 40+ hours a month through triggers and automation that keep prospects engaged and nurtured throughout their sales journey. We highly recommend Upscale if you are looking for a sales engagement/outreach/cadence platform or for nurturing your prospects until they are ready for a conversation/meeting. Why work hard when you can work smart?!? **What do you dislike about Upscale?** There are no specifics that we dislike. Team Upscale is aware and always prompt in helping with any difficulty; just ask and the team is always available to help! **What problems is Upscale solving and how is that benefiting you?** We were looking for a tool to enable the sales team to increase the number of prospective accounts reach once. Our primary requirement was to have a platform that followed modern sales techniques instead of the traditional individual target messaging. Upscale had this and more! We followed a phased approach and here's how it went: -Email nurturing of website visitors who download website resources -Email follow-up for demo request abandonment -Outbound sales prospecting for each sales rep -Next Steps: Email sequencing to reactivate dormant or cold leads -Next Steps: Deploying it to the BDR Team to further increase productivity ### 38. Multi channel outreach at best **Rating:** 5.0/5.0 stars **Reviewed by:** Jose M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2022 **What do you like best about Upscale?** I like the multi channel outreach functionalities. It is super easy to send out many LinkedIn requests, combine it with automated emails and integrated calls to get the most out of your campaign. **What do you dislike about Upscale?** It would be great to add video and photo personalisation functionalities. **What problems is Upscale solving and how is that benefiting you?** You can do multi channel outreach from 1 single tool instead of using different tools. ### 39. SDR Manager **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Upscale?** I liked that it helps me monitor my email deliverability and identify whether it is a bad lead that I'm reaching out to - or not. It can also help me automate the next steps I should take like send a linkedin connection request when a lead opens up my email. **What do you dislike about Upscale?** The calling option is stucked most of the time. It constantly crashes every 5 minutes even though I am actively using it. They need to improve this as it is terrible for productivity. **What problems is Upscale solving and how is that benefiting you?** It helps me automate my email sequences to my LinkedIn initiatives and calls however, the calling option is stuck most of the time. The platform constantly crashes every 5 minutes even though I am actively using it. They need to improve this as it is terrible for productivity. . ### 40. Vice President Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Subash B. | Vice President Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Upscale?** While helping us out with our daily sales tasks, Upscale has also ensured that chatbots or indexes are not solving our problems. They either own the issue or guide us to fix it. The product has been evolving, and it only gets better! If you’re considering a sales engagement/automation/cadence management/task management platform, Upscale is highly recommended! **What do you dislike about Upscale?** There are many enhancements suggested, and team Upscale is on it. Even right now, the app works just fine, needs enhancement but nothing specific to dislike it. **Recommendations to others considering Upscale:** Extreme ease of working on it and administrative activity is a smooth. Perfect for any organisation looking for deeper engagement with prospects **What problems is Upscale solving and how is that benefiting you?** I and my team can handle all tasks, including emails, phone calls, LinkedIn touches, and much more. Follow-ups are smooth, and spot-on ensuring opportunities are always connected. Upscale is a must-have tool to enhance your sales outcomes. The tool is perfect for a much needed engagement needs of Sales. ### 41. Great product experience and team **Rating:** 5.0/5.0 stars **Reviewed by:** Hoshang M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2023 **What do you like best about Upscale?** Upscale is easy to onboard and get going. It is our go-to tool for sales outreach. More importantly, the team is super responsive and helpful! **What do you dislike about Upscale?** Nothing major, we are looking forward to the new features they're going to add. **What problems is Upscale solving and how is that benefiting you?** Sales outreach and automation ### 42. Easily done and structured Sales enablement! **Rating:** 5.0/5.0 stars **Reviewed by:** Ankit K. | Head Business Technology Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2022 **What do you like best about Upscale?** Many things, but I will keep it simple and short. The two-way link with Hubspot is smooth! Adding prospects is smoother. Defining workflow and setting them as active is even more smoother. Follow-up methodology and ease of use are even smoother. Sandeep and his team's after-sales support is the smoothest! This tool has helped me increase my sales touchpoints and my follow-up game is on point! **What do you dislike about Upscale?** Nothing. If there is anything that needs attention I reach out to Sandeep and he handles it like a breeze. **What problems is Upscale solving and how is that benefiting you?** To name a few, my sales touchpoints are much more organized. My follow-ups are to the point. My workflows and automation are probably at the best possible and this is all at a fraction of a cost compared to other players. ### 43. “Increase the sales team productivity!" **Rating:** 4.5/5.0 stars **Reviewed by:** Punya G. | People Ops and Sales enablement specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2022 **What do you like best about Upscale?** Upscale has helped in structuring workflows for a consistent and streamlined process. We've saved productive hours through event-based triggers and automation. Prospects have been more engaged and nurtured across the sales journey. I highly recommend Upscale if you are looking for a sales engagement/outreach/cadence platform! **What do you dislike about Upscale?** There are no specifics that we dislike. There is scope for new features and the team has them in the pipeline already. **Recommendations to others considering Upscale:** I would strongly recommend the Upscale platform for sales engagement activities. It has helped our sales team to build velocity and hyper-targeted outreach. The team has a customer-first approach and has been highly accomodating to our needs and support issues. **What problems is Upscale solving and how is that benefiting you?** We were looking for a tool to increase the number of prospects reached at once. The most reliable solution would follow modern sales techniques to streamline the process and we found it in Upscale. Upscale everything we wanted and more! We followed a phased approach and the outcomes were commendable. ### 44. The best SEP you can find! **Rating:** 5.0/5.0 stars **Reviewed by:** Vignesh P. | Lead Software Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2022 **What do you like best about Upscale?** We have been using Upscale for a while now for our sales outreach including both inbound and outbound. We couldn't have been happier with the outcomes we've achieved so far. The sales process is now structured and onboarding new reps is just about plug 'n start. The team's support is incredibly positive. We've had someone help absolutely anytime we needed help! **What do you dislike about Upscale?** Nothing really. Even if I must pick one, there is nothing specific. The team has always been supportive and helpful for any assistance. **What problems is Upscale solving and how is that benefiting you?** Using Upscale we've seen the following visible outcomes: - Structured approach for outbound outreach - No more guesswork on what next? - Inbound leads are nurtured consistently - The messaging & communication is streamlined - Overall the team is satisfied with the outcomes ### 45. "Easy-to-use, Upscale is worth it!" **Rating:** 5.0/5.0 stars **Reviewed by:** Seema A. | BA Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Upscale?** Upscale has a clean, simple, and intuitive interface The integrations are just about plug n’ play. Zapier, Vidyard, CRMs, are all very helpful. Support is on spot! They’re available 24x7, ensuring every concern is resolved in no time. Our feedback and inputs are put into action. They’re totally customer-centric! Our sales process is organized and structured, thanks to Upscale! Upscale has been a game-changer for our sales team. We’ve saved time and found it to be more valuable than ever. The triggers and automation have reduced the rep efforts to minimal and we’re able to concentrate on our primary goal. Compared to other platforms I would recommend Upscale any day! **What do you dislike about Upscale?** Upscale has brought together the most helpful solutions that we need for our sales strategy. They may not have ALL the features like the bigger vendors but what they have is good to kickstart revenue generation. There is less of a dislike and more of a suggestion here that feature enhancements can make Upscale top-notch! **What problems is Upscale solving and how is that benefiting you?** Our primary focus was to structure the outreach and optimize the team efforts. We’ve definitely Upscale-d the performance and team productivity! Our daily usage of Upscale includes: Assign and manage team-wide tasks Streamline the outbound and inbound outreach with a mix of manual and automated tasks Create ‘no-touch’ automated email sequences for specific prospects Upscale has enabled us to make our strategy come into action! ### 46. Upscale helps us work smarter & faster! **Rating:** 5.0/5.0 stars **Reviewed by:** Sapna S. | Talent Acquisition Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Upscale?** Upscale is a sales engagement platform enabling sales teams to adopt a truly multi-channel prospecting approach. The integrations are easy to use and reduce the to-fro of repetitive admin tasks with bi-directional sync. Their chrome extension has helped us reach prospects easily on LinkedIn. Sending emails, managing calls, scheduling meetings, and LinkedIn touches can all be incorporated into a sequence for a structured sales outreach. Upscale helps in selling smart & faster than ever before! **What do you dislike about Upscale?** We've seen its potential and look forward to its upcoming features and updates. The app works seamlessly; no dislikes as such until now! **What problems is Upscale solving and how is that benefiting you?** The sales team is always better prepared for upcoming opportunities with automated follow-ups. Automating several sales mundane tasks through Upscale has motivated the team to focus on priority tasks. The productivity has improved considerably! ### 47. Proof is in the pudding **Rating:** 5.0/5.0 stars **Reviewed by:** Shivanshu V. | solutions consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2022 **What do you like best about Upscale?** Upscale.ai is a sales engagement platform aimed to make SDRs lives easier by bringing everything that they need for their outreach together in one place. It also helps streamlining processes and helping managers have a better and holistic view of everything that their SDRs are doing, so they can coach them better, bring additional resources and provide support in achieving the goals of the individual or team. **What do you dislike about Upscale?** There is not much to dislike about it honestly, it's an ever-evolving product and in last few quarters they have only taken it to next level. So waiting for a lot of exciting features. **What problems is Upscale solving and how is that benefiting you?** We use it to help our SDRs generate meetings at scale, be productive and not miss out on any prospect through their multi-channel outreach. It is also helping our sales team gain insights into ICP ### 48. Simple to use platform! Glad we found Upscale! **Rating:** 5.0/5.0 stars **Reviewed by:** Subhamalya D. | Sales, Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Upscale?** Upscale has helped our sales team keep a track of their activities and task. We have a structured workflow that ensures consistency and a streamlined process. The in-app templates have helped in sending out emails without putting in a lot of effort. We’ve started booking more meetings and the triggers help in keeping prospects engaged throughout their sales journey. Highly recommend Upscale if you are looking for a sales engagement platform! **What do you dislike about Upscale?** There is nothing major that we dislike, the overall platform is quite helpful and insightful. However, it took us some time to manage and customize all the settings but then once the set up the process has been smooth. **What problems is Upscale solving and how is that benefiting you?** Upscale helped us structure our sales team, their tasks, and their performance. We have optimized our sales process and that helped in consistent communication. We connect with our prospects better now and have better relationships with them. ### 49. Upscale Review **Rating:** 4.5/5.0 stars **Reviewed by:** Shorya M. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Upscale?** Sales in general can be a tricky thing. It's easy to get lost in the minutiae, and it's hard to make sure you're doing everything right. Upscale has a solution for that: they've automated various parts of the sales process, especially follow-ups so that no opportunities are missed. It also made the team more efficient. We don't spend time guessing what might be missing from the pipeline of prospective customers because the insights tell us everything. The learnings from Upscale has increased our scope of reaching more cold prospects. The result being a 30% increase in outbound success rate. **What do you dislike about Upscale?** I would like to see more integration options with other platforms but so far what's available is going smooth! Overall: Great product! **What problems is Upscale solving and how is that benefiting you?** We've created intelligent triggers to automatically send emails, make phone calls, add LinkedIn messages and more. With smart variables, we've customized the messaging based on each customer's unique journey. ### 50. Great product, Best Sales Engagement Tool - both cold and warm outreach **Rating:** 4.5/5.0 stars **Reviewed by:** Roy B. | SDR, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2022 **What do you like best about Upscale?** Best customer support. The IT team is prompt on updates and feature requests and problem-solving. Features like way calling, note-making, generic task generation, and LinkedIn extension. The product is capable of Sales Marketing - Cold or warm. one of the best Sales Engagement tools ever used. **What do you dislike about Upscale?** few bugs nothing in major. The lagging issue is a bit of a problem, but with recent optimization, it is solved. The team is working hard to make the best product so I don't have much a dislike. **Recommendations to others considering Upscale:** cold and warm reaching with multiple drip campaign. **What problems is Upscale solving and how is that benefiting you?** My primary use is cold outreach, this includes mailing, calling, and LinkedIn. it gives all data in one place and works with multiple aliases is one of the primary features I need the most. ## Upscale Discussions - [What advice would you give to others considering Upscale for sales engagement?](https://www.g2.com/discussions/what-advice-would-you-give-to-others-considering-upscale-for-sales-engagement) - [What is Upscale used for?](https://www.g2.com/discussions/what-is-upscale-used-for) - [View Upscale pricing details and edition comparison](https://www.g2.com/products/upscale/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+22%3A37%3A26+-0500&secure%5Bsession_id%5D=dea0c715-2476-4e91-966c-448e8bdced48&secure%5Btoken%5D=f388fe9ed170c36214ee8c5a7f7155d4c690dde2ef4feb9abea5fc91c43ee8ae&format=llm_user) ## Upscale Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Performance Analysis** - Coaching - Peformance Tracking **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Upscale Alternatives - [Reply](https://www.g2.com/products/reply/reviews) - 4.6/5.0 (1,496 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,494 reviews) - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,153 reviews)