G2

SR

sandip r.

Assistant

Small-Business (50 or fewer emp.)

5/4/2026

"Streamlined B2B Marketing with Ease"

5/5

What do you like best about Upsales Sales and Marketing Platform?

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

What do you dislike about Upsales Sales and Marketing Platform?

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 problems is Upsales Sales and Marketing Platform solving and how is that benefiting you?

Upsales tackles lack of pipeline visibility, poor lead tracking, and unclear ROI. It reduces scattered data and manual work, providing forecasts and dashboards to optimize planning. Leads from forms prevent loss, assist in tracking, scoring, and prioritizing, streamlining marketing and sales processes for simplicity. Review collected by and hosted on G2.com.