--- title: WakeUpSales Reviews meta_title: 'WakeUpSales Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how WakeUpSales works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 3 scale: '5' date_modified: '2026-09-22' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # WakeUpSales Reviews **Vendor:** Andolasoft **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 3 ## About WakeUpSales Wakeupsales CRM is an all-in-one customer relationship management tool to streamline your sales activities, improve productivity and create powerful customer relationships. It is a very user-friendly cloud CRM suited for teams of all sizes. It is popularly used by sales teams across IT, real estate, digital agencies, and online travel agencies, consulting and professional services firms to maintain full control of their sales pipeline, improve deal closure rates & build lasting customer relationships. In other words, Wakeupsales helps sales folks save time and become more effective by taking care of every-day problems like unorganized database, overlapping assignments, multiple tool handling, manual management of contacts, jumbled up spreadsheets, poor relationships with customers, lesser business visibility or even sales funnel leakage. This free CRM is available on cloud, on-premises and android platforms. Wakeupsales CRM has really made lives easier for people from more than 30 countries. Wakeupsales cloud CRM onboarding takes less than a minute. Just sign up and you're good to go. More so, every signup comes with a 30days free trial that gives you access to our premium features. Once you're through with the trial, you get to choose between a free-forever plan and our powerful PRO plan which literally brings out the best in the CRM. The on-premises version of Wakeupsales CRM lets our users setup the CRM application on their servers, so that your data remains totally with you. It comes with all the premium features & 1year of premium support from us (subject to renewal beyond that period). The biggest advantage of the on-premises edition is that it can be completely customized to suit your exact requirements. Here's a quick feature snapshot of Wakeupsales CRM, ● Add, edit & manage leads ● Invite & manage your team onboard ● Create, edit or manage all your opportunities ● Customize & manage your sales pipeline ● Add tasks, notes or files to any opportunity ● Send emails to your leads from the CRM ● Convert opportunities into projects ● Basic project management module ● Organization listing for leads ● Multiple currency options ● Reports & analytics & so much more... Some of our premium features include: ● Gmail integration ● Invoice generator ● Web to lead management ● Email tracker ● Goals management Wakeupsales also supports a ton of 3rd party integrations/add-ons such as Freshbooks, Quickbooks, Twilio, Asterisk, CallHippo, Outlook, Sendgrid, Amazon SES, Google calendar, Ring central, Mailchimp etc. that are always made on-order to match your exact requirement. These integrations really let you do even more with the CRM package. Wakeupsales CRM Benefits: ● Central repository of all your leads, opportunities, projects & customers ● Eliminates usage of multiple apps ● Task tracking, to do lists, reminders, email communications all can be done from a single platform ● Absolute transparency w.r.t your leads and associated tasks of your sales team ● Improved collaboration among your sales, marketing & customer success teams ● Track key activities of your sales team w.r.t appointments, proposals & follow-up meetings ● Real-time reports & dashboard for true status of your sales pipeline ● Enables quick & proactive decision making ● Helps achieve higher conversion rates & CSAT scores with timely execution of deals and post-sales delivery Wakeupsales is available on cloud and on-premises ## WakeUpSales Reviews ### 1. Mixed Hands‑On Trial of WakeUpSales for High‑End Jewelry Business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Luxury Goods & Jewelry | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 02, 2026 **Describe the project or task WakeUpSales helped with:** During our side‑by‑side evaluation against World Phone CRM, WakeUpSales addresses many critical operational pain points we constantly dealt with for our custom jewelry orders. Before testing this tool, our client information was fragmented across spreadsheets, Square Online order records and individual team member email inboxes. I still remember one stressful scenario: a high‑value prospect who inquired for a custom anniversary ring reached out through Gruveo, yet their full requirement notes were only saved on one employee’s local spreadsheet. When that team member took unexpected sick leave, nobody followed up timely and we almost lost that potential sale. WakeUpSales consolidates all prospect and customer data inside shared lead profiles. Every gemstone preference, budget range and engraving request lives centrally, so team members can access full client context regardless of who originally took the inquiry. Our uniform custom deal stages also eliminate inconsistent naming conventions our sales team used on World Phone CRM. Now everyone updates leads using identical status labels, so production can quickly check consultation progress without interrupting sales with constant Slack messages. The fine‑grained permission settings also fix our old privacy risk. Previously on World Phone CRM every logged‑in user could view all client notes. Now I can lock sensitive heirloom‑related data to only authorized staff. Even though bulk import bugs and missing native integrations still create extra manual steps, WakeUpSales reduces data silos and accidental private‑information leaks. It gives us clearer visibility over our bespoke order pipeline and helps us deliver more consistent luxury client experiences as we continue our tool assessment. **What do you like best about WakeUpSales?** As Operations & Digital Manager at Aether Fine Atelier, what I value most with WakeUpSales is its highly configurable custom lead fields and granular field‑level visibility controls, which fit our luxury fine‑jewelry workflow perfectly. We handle tons of bespoke engagement rings and heirloom redesigns, every client carries unique gemstone specs, metal preferences and private budget details. I created dedicated custom fields to log all those jewelry‑related requirements directly inside lead profiles, no coding needed. One real‑world incident sticks out: a high‑net‑worth client came to us for redesigning a family heirloom ring, and they shared sensitive family background that they didn’t want exposed to the whole team. Back when we were on our old World Phone CRM, I once accidentally shared similar private context with a junior team member because there was no way to lock individual fields. With WakeUpSales, I restricted that confidential note field so only myself and our lead sales associate could view it. Our production staff could still access ring size and gemstone data needed for manufacturing without seeing private backstory. Sales and production teams pull all design requirements from one unified record, instead of hunting through scattered Square Online order emails and messy spreadsheets. It saves us constant internal back‑and‑forth messages and lowers the risk of misreading custom‑design instructions. Even while we are still running a side‑by‑side evaluation and haven’t fully migrated over, this customization capability makes WakeUpSales stand out among low‑review CRM tools we have tested for our 11‑50‑person Des Moines brand. **What do you dislike about WakeUpSales?** There are several notable drawbacks within WakeUpSales that prevent us from moving fully away from World Phone CRM. The biggest headache I hit was its unreliable CSV bulk import function. When I migrated our historical customer records over from World Phone CRM, there was no preview step before executing import. A minor mapping error wiped out dropdown custom‑field values for gemstone types for around 32 existing client leads. Some of those contacts came from our Omnisend marketing nurture list, and I lost their documented stone preferences. I had to restore everything from offline backup CSV and split the data into four smaller batches to finish importing, which burned nearly half my workday. Its limited integration ecosystem is another major pain point. We run our store on Square Online and rely on Gruveo for remote design consultations. There is no native sync available. Every week I manually export customer order CSVs out of Square Online and paste Gruveo consultation notes into custom fields. Manual work creates human error risk. Additionally, the mobile experience is clunky. During an in‑store client consultation, our sales associate tried updating lead status on their phone, but custom‑field sections loaded extremely slowly. They ended up scribbling client requirements on paper and re‑typing everything later. The reporting builder is also restrictive; I cannot combine lead source and custom‑order value metrics in one report, forcing me to export raw data and build charts externally. These persistent pain points would add heavy manual workload if we fully adopted this CRM for daily luxury jewelry operations. **Recommendations to others considering WakeUpSales:** During our side‑by‑side evaluation against World Phone CRM, WakeUpSales addresses many critical operational pain points we constantly dealt with for our custom jewelry orders. Before testing this tool, our client information was fragmented across spreadsheets, Square Online order records and individual team member email inboxes. I still remember one stressful scenario: a high‑value prospect who inquired for a custom anniversary ring reached out through Gruveo, yet their full requirement notes were only saved on one employee’s local spreadsheet. When that team member took unexpected sick leave, nobody followed up timely and we almost lost that potential sale. WakeUpSales consolidates all prospect and customer data inside shared lead profiles. Every gemstone preference, budget range and engraving request lives centrally, so team members can access full client context regardless of who originally took the inquiry. Our uniform custom deal stages also eliminate inconsistent naming conventions our sales team used on World Phone CRM. Now everyone updates leads using identical status labels, so production can quickly check consultation progress without interrupting sales with constant Slack messages. The fine‑grained permission settings also fix our old privacy risk. Previously on World Phone CRM every logged‑in user could view all client notes. Now I can lock sensitive heirloom‑related data to only authorized staff. Even though bulk import bugs and missing native integrations still create extra manual steps, WakeUpSales reduces data silos and accidental private‑information leaks. It gives us clearer visibility over our bespoke order pipeline and helps us deliver more consistent luxury client experiences as we continue our tool assessment. **What problems is WakeUpSales solving and how is that benefiting you?** During our side‑by‑side evaluation against World Phone CRM, WakeUpSales addresses many critical operational pain points we constantly dealt with for our custom jewelry orders. Before testing this tool, our client information was fragmented across spreadsheets, Square Online order records and individual team member email inboxes. I still remember one stressful scenario: a high‑value prospect who inquired for a custom anniversary ring reached out through Gruveo, yet their full requirement notes were only saved on one employee’s local spreadsheet. When that team member took unexpected sick leave, nobody followed up timely and we almost lost that potential sale. WakeUpSales consolidates all prospect and customer data inside shared lead profiles. Every gemstone preference, budget range and engraving request lives centrally, so team members can access full client context regardless of who originally took the inquiry. Our uniform custom deal stages also eliminate inconsistent naming conventions our sales team used on World Phone CRM. Now everyone updates leads using identical status labels, so production can quickly check consultation progress without interrupting sales with constant Slack messages. The fine‑grained permission settings also fix our old privacy risk. Previously on World Phone CRM every logged‑in user could view all client notes. Now I can lock sensitive heirloom‑related data to only authorized staff. Even though bulk import bugs and missing native integrations still create extra manual steps, WakeUpSales reduces data silos and accidental private‑information leaks. It gives us clearer visibility over our bespoke order pipeline and helps us deliver more consistent luxury client experiences as we continue our tool assessment. ### 2. Wakeupsales has a brilliant user int **Rating:** 5.0/5.0 stars **Reviewed by:** gaurav u. | Data Scientist, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 07, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about WakeUpSales?** I have all my sales and data under one roof with wakeupsales **What do you dislike about WakeUpSales?** Nothing really to dislike,it has helped me overall **What problems is WakeUpSales solving and how is that benefiting you?** Helps attains the objective of managing customers in a superb way ### 3. Wakeupsales has a brilliant user int **Rating:** 4.5/5.0 stars **Reviewed by:** Ron T. | Owner/Operator, Hospital & Health Care, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** March 21, 2018 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about WakeUpSales?** I have all my sales and data under one roof with wakeupsales **What do you dislike about WakeUpSales?** Nothing really to dislike, it has helped me overal **Recommendations to others considering WakeUpSales:** Yes **What problems is WakeUpSales solving and how is that benefiting you?** Helps attain the objective of managing customers in a superb way - [View WakeUpSales pricing details and edition comparison](https://www.g2.com/products/wakeupsales/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-30+08%3A39%3A38+-0500&secure%5Bsession_id%5D=d01c165d-0ed0-4fa4-86ab-dc3055b4bc4f&secure%5Btoken%5D=d5a3112c23c252480ca5ab74efa72323cf70a81abe0ebe75644df8c451842768&format=llm_user) ## WakeUpSales 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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - 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 **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **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 **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **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 WakeUpSales Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,132 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,263 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews)