Upside Reviews & Product Details

Upside has become the single place our marketing team goes to understand what's actually driving pipeline. It pulls CRM, marketing automation, and sales activity data into one clean, unified model, so we stop arguing about whose spreadsheet is right and start talking about what to do next.

A few things stand out:

- Mini apps: We've built our own funnel and attribution dashboards directly inside Upside, using our own definitions for stages and sources. What used to take a week of back-and-forth with RevOps now takes an afternoon, and the whole team can open the same live view in our weekly meeting.

- AI and natural-language access: Being able to ask questions in plain English, and to connect Upside to our AI tools through their MCP server, has been a game changer. We run an automated weekly pipeline review that pulls live Upside data and produces a ready-to-present summary with zero manual exports.

- Conversation search: Searching across call transcripts and emails to understand why deals moved (or stalled) gives context that structured CRM fields never capture.

- Attribution clarity: It surfaces gaps like unattributed pipeline or missing campaign data, which has helped us clean up our processes and trust our numbers.

The team behind it is also extremely responsive and clearly ships fast based on customer feedback. Review collected by and hosted on G2.com.

Honestly not much. Because the platform is so flexible, there's a bit of a learning curve at the start to understand how your data is modeled and which definitions to use, especially if your CRM has years of legacy fields. Their team was very hands-on in helping us get oriented, and the in-product guidance keeps improving, so this has become less of an issue over time. I'd love to see even more out-of-the-box templates for common marketing dashboards so new users can get value on day one. Review collected by and hosted on G2.com.

I like that Upside brings data from our CRM, MAP, ad platforms, and sales call recording software into one source of truth, so we can make actionable decisions based on every available source. I also like the support. They walked us through every step of implementation and continue to help as often as we need, including with problems we know about and ones we haven’t encountered yet. The mini-apps are customizable and pretty, and let us query and visualize our data and make insights available and accessible. Review collected by and hosted on G2.com.

Most issues stem from our own data quality, so additions to help with cleaning and aggregating would be helpful. We have usage mini-apps, but it would be easier to have something pre-built and refreshable within the admin settings instead of searching for the mini-app every time. Setup was still a bit complex because of the different systems Upside pulls from, though its support made it much easier. Review collected by and hosted on G2.com.

Upside has been huge in helping me consistently do win/loss analysis across key segments, track changes over time, research our ideal customer profile, and see how it changes or stays the same. I also use it for competitive research, including seeing which competitors come up in deals and mining calls and emails for insights beyond Salesforce closed/lost reasons. By bringing together information from emails and calls along with our CRM, it has surfaced things I wouldn’t have seen otherwise, like which content assets are helpful, quotes about how we’re different from competitors, and customer pain points and objections. I especially like the agent in the app. I can start with a question or statement and work through it with the agent, which helps me make sense of my hypotheses and can turn a question into a full-fledged ICP research mini-app. I wasn’t fully involved in the data setup, but Upside has been extremely easy to use and find value from. Review collected by and hosted on G2.com.

I'd love to use Upside to fully do away with multi-touch attribution models, but we haven't sunk our teeth into how to do that yet. It's more of a behavior change and education/evangelization exercise. People don't love MTA, but it's at least understood, and I'm not yet sure how we'd go about making that shift. Review collected by and hosted on G2.com.

Upside provides one of the clearest 360-degree views of our marketing activities and their impact. The scorecards offer a simple, easy-to-understand snapshot that helps campaign owners quickly see how campaigns and channels are performing. The MCP lets me drill into the data—or zoom back out—in almost any way I can imagine. It finally gives me the ability to build the kinds of views I’ve wanted for years but never had the infrastructure to create. Upside has become an integral part of our team’s workflow.

I’ve been working with the Upside team since October 2024, and I’ve been consistently impressed by how fast and accurately they move. They’re incredibly responsive and genuinely a joy to work with. Review collected by and hosted on G2.com.

Nothing! They have answered the call every time. Review collected by and hosted on G2.com.

Before Upside, we measured paid media the way most teams do: traffic, clicks, leads, conversions to direct opps. We knew paid was working, but we couldn’t quantify its true impact on revenue. Upside gave us that missing number: influenced pipeline. Not just leads or last-touch conversions, but actual opportunities where paid media showed up somewhere in the buying journey, tied to real account names and real dollar values.

It’s also changed how we invest. Being able to see campaign-level influenced pipeline data, specifically, which campaigns are touching real opportunities, not just generating clicks, means we can shift budget with confidence. Review collected by and hosted on G2.com.

There isn’t anything about the platform that I dislike. It’s given our team a lot of insights we didn’t have before, and whenever we need something built or added, their team is quick to get it done. Review collected by and hosted on G2.com.

Upside’s integrations bring all of our data into one place and give us a unique, customizable view. The app performs well when it comes to surfacing specific campaigns and showing exactly how members of those campaigns are engaging within our ecosystem. That’s exactly what we need to create unique content and new entry points that help us continue growing our business.

The user interface is simple to use, while still showing enough direct impact that we can turn the insights into stronger reporting. The artificial intelligence insights within Upside are also helpful for diagnosing what has gone wrong—or right—across the campaigns we’re running.

The newest addition, the MCP, which we can pair with Claude to create mini apps around specific tactics or segments, is going to be a game changer for reporting. It should accelerate our speed to lead and improve our overall reporting snapshots.

The support that the Upside team has offered us when we have queries on how to get specific data points has been crucial. The team is always willing to dig in with us and diagnose and solve any issues or add something to their own product roadmap. Review collected by and hosted on G2.com.

We’re using more of the Upside platform as it continues to develop, so the only “dislike” we have is that we’re still waiting for additional product features as they roll them out. It’s a good problem to have. Review collected by and hosted on G2.com.

Upside makes the un-attributable attributable. Upside is an amazing campaign attribution platform that connects everything from call intelligence to our campaigns and marketing channels in one place, allowing us to query information with ease. You can do things like connect LinkedIn ad engagements directly to a closed-won pipeline or quickly set up a campaign attribution for an event. Or even connect mentions of billboard ads in calls to the billboard ad campaign you deployed in a city! Every time I meet with the Upside team, I learn more about what Upside can do, and something really creative comes out of it. It's also helping us understand our LinkedIn ad spending and performance better, which is quite interesting as we can see which accounts have engaged with our ads that are in the pipeline. I'm very excited about using Upside and expanding it, as it really makes me feel like the opportunity for complete attribution can exist. Review collected by and hosted on G2.com.

It seems like to really use Upside properly, you have to spend a lot of time with the Upside team. I think there needs to be some sort of like an Upside university or something similar for better guidance. Review collected by and hosted on G2.com.

I think the team at Upside is brilliant, with a great understanding of the challenges I'm trying to solve. I really like that the product itself is very simple and intuitive, with a thoughtful design. The dashboard is not scary, and I love how fast and easy it was to get everything set up and start realizing real value. We were fully integrated and had all our data populated in just two to three days. Upside's team did all the heavy lifting, which was outstanding, especially compared to a previous competitor that took over a year to set up. The onboarding process was clear and efficient. The UI/UX is clean and intuitive, requiring no ramp-up time to understand. I also value the integrations with Salesforce, HubSpot, Apollo, and Gong, as they provide a complete view of the end-to-end customer journey. Upside's use of AI helps surface unbelievable insights from unstructured data, making it easier to see and understand the data. From an ROI standpoint, the total cost, speed to value, and the value we've gotten so far are extraordinary. Review collected by and hosted on G2.com.

There isn't anything I dislike about Upside. Review collected by and hosted on G2.com.

We’re able to create exactly what we need and are not confined to prebuilt templates Review collected by and hosted on G2.com.

There are no downsides to using upside other than not being able to hide from any negative results! Review collected by and hosted on G2.com.

Ease of multi-touch attribution across all our tools. Easiest way to build a dashboard (mini app) ever. Their team and customer support are also phenomenal, they always go above and beyond Review collected by and hosted on G2.com.

Nothing comes to mind - im just trying to get more of the org to use it! Review collected by and hosted on G2.com.