--- title: "Upsales CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Upsales CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/129923/Upsales-CRM/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Upsales CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Upsales CRM ## What is Upsales CRM? Upsales offers a CRM, Marketing Automation, and Business Intelligence platform that helps companies manage their entire sales process, attract new leads, and analyze results all in one place. The platform keeps everything in one place so users can seamlessly transition between sales and marketing. ## What is Upsales CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Upsales CRM?[Manage this product listing](https://www.g2.com/products/upsales-sales-and-marketing-platform/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Upsales CRM 4.7 (16) VS. [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (16) Ease Of Use 4.5 (6,085) Value For Money 4.3 (13) Value For Money 4.3 (4,702) Customer Service 4.6 (16) Customer Service 4.4 (4,493) ## Upsales CRM alternatives [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.5 (1,160)](https://www.capterra.com/p/148516/Marketing-360/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Upsales CRM Overview ### Which roles and teams benefit most from Upsales CRM? Upsales CRM is most used by sales leaders, account managers, and sales assistants who track prospects, manage accounts, and follow up on opportunities. Marketing leaders and sales-and-marketing teams coordinate campaigns with pipeline activity, while customer success heads monitor client relationships. CEOs and business advisors use reporting to review sales performance and forecast growth. Answer based on 16 reviews Overview ### What company size and industries is Upsales CRM built for? Upsales CRM is built for small B2B companies, with 100% of reviewers from small businesses and Financial Services leading at 19%. It also serves Information Technology and Services at 19% and Computer Software at 12%, particularly organizations managing long, complex marketing and sales processes. Its most common use case is CRM, reported by 52% of reviewers. Answer based on 16 reviews Features and Usability ### What are the key features of Upsales CRM? Upsales CRM offers CRM, pipeline management, and sales analytics as core features. It also includes contact management, lead management, opportunity management, and sales forecasting, plus marketing automation tools such as email marketing, drip campaigns, segmentation, and website visitor tracking for sales and campaign activity. Integrations ### Which third-party tools and platforms does Upsales CRM integrate with? Upsales CRM integrates with 3 third-party tools, including Eventbrite, Harvest, and Slack. These catalog integrations cover event management, time tracking, and team communication, giving the platform a practical set of connections for sales and operations workflows. Getting Started and Support ### What training and onboarding options does Upsales CRM offer? Upsales CRM provides in person training, live online sessions, webinars, documentation, and videos. These formats give teams options for guided instruction, scheduled online learning, self-paced reference material, and recorded video guidance for reviewing product features and setup steps. Getting Started and Support ### What customer support options does Upsales CRM offer? Upsales CRM provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support coverage is described through these channels only, with no reviewer feedback available here to describe response speed, helpfulness, or common frustrations. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Upsales CRM includes **Customer Database** and **Real-Time Data**, giving sales teams a central place to store customer information and access current insights as deals progress. However, it does not offer **Data Security**. Instead, it provides **Contact Management** (**44%**), which still helps teams organize prospect and customer records efficiently. Together, these features help businesses keep customer data accessible, improve visibility into sales activity, and support faster follow-up across the pipeline. Contact Management 4.7 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Email Marketing 4.3 (11) 27.27% of 11 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Lead Management 4.6 (7) 28.57% of 7 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Marketing Automation 4.0 (7) 28.57% of 7 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Lead Generation 4.2 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads Forecasting 3.8 (5) 0.00% of 5 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Upsales CRM 56 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable CTAs: Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Content: Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Field Sales Management: Manage or track sales completed by field teams/employees - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Calendar: See past and upcoming campaigns and communications in a calendar view - Mobile Access: Access software remotely via mobile devices - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multivariate Testing: Create many versions of emails, forms, or actions and gauge which is most effective - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Referral Tracking: Log and store the source of contacts/leads - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search Marketing: Track visibility and traffic from search engines - Segmentation: Group leads or contacts based on their specific characteristics - Social Marketing: Manage campaigns and track engagement for marketing efforts across social media channels - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (16) 4.1 Based on 16 reviews ## Pricing Value for money 4.3 (13) ### Starting price Free trial available Value for money 4.3 (13) 4.3 Based on 13 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Eventbrite](https://www.capterra.com/p/114949/Eventbrite/)[ Harvest](https://www.capterra.com/p/75598/Harvest/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (16) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (16) 4.6 Based on 16 reviews ## User reviews Overall rating 4.7 Based on 16 reviews Filter by rating Counts reflect reviews available in this feed. 5(11) 4(5) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Senior Business Advisor Used the software for: 3-5 years ### "Best in class CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 19, 2022 I really like Upsales and it keeps a good overview of all my business at any given time. Pros Easy to use and straightforward. Good integration with Outlook. leads generator. Cons We had of cause some hiccups at the start of implementing Upsales and in the long run, it works terrific! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Christopher S. Sales and marketing manager Used the software for: Less than 1 year ### "Good CRM and Marketing Automation tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 20, 2022 The support, the contacts and that they come with new features (some that cost extra and others for free). A little bit like Tesla cars that they are constantly improving regardless of the age of the car. Pros Using only one software instead of many - clearly a big advantage. Then maybe Uppsala is not the absolute best in all areas. But due to new features and good thoughts, it just gets better and better Cons The price and that it is not a bit developed yet like many other services if you choose a service that only does one thing. But it's still really good! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO Used the software for: 3-5 years ### "upsales the key to successful sales" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 20, 2022 Pros A simple and user-friendly CRM. You get started quickly. Good opportunities for integrations with other systems. We also received good support when we started Cons Very poor document management, they focus on article sales and discounts. Does not really fit the way we work. Can not handle several different sales companies in the same system Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Magnus B. Head of Customer Success Used the software for: 3-5 years ### "Easy-to-use CRM-system" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 19, 2022 It's a great CRM-system. Pros It's very intuiative and easy to use. It's also a powerful tool for all necessary reports that you need. Cons We tried out the agreement-module two years ago but it didn't meet our demands. Recantly there have been some updates, so hopefully we can use the module in the future. It would be great to be able to have all our customer contracts in Upsales as well. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales manager Used the software for: 1-3 years ### "Bygglet Sales review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 19, 2022 We are using Upsales as CRM and marketing tool and it help us being effective. Pros Integration with Oneflow, leads generation Cons SMS-function (text messages) integrated in Upsales. Agreement functions Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Partner / Interim Manager Used the software for: 3-5 years ### "Great program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 23, 2022 Great Pros Ease of use and easy to create structure in your daily workflow Cons Hard to say, perhaps som easy way to take notes on a Company-card that is easy seen from each contact card. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Interim Manager Used the software for: 3-5 years ### "Great CRM-system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 19, 2022 Great System and it helps us in our business. Pros It is easy to follow up on your leads and help us in our sales everyday. Easy to analize our sales and our calls. Cons Nothing at all. Everything we need Upsales have. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales Assistant Used the software for: 1-3 years ### "An opinion" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 20, 2022 Pros I really like how easy the system is to use in general and how you can use the system for follow up on sales through the Analytics tool and Upsales Insights. The modules that can be added on are also great such as the Sales TV or Advanced order logic. Cons Whilst the system is great it is not perfect. Like I said it is easy to use but sometimes when you are looking for information for a company, for example a comment made from the salesperson, the comment isn't easy to find. It might be on the compant card or the sales oppurtunity or even on the original meeting. If these would be gathered in oneplace the experience would be better. There are other kinks with some Apps, such as calender syncing and such that could be better aswell. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Account Manager Used the software for: 1-3 years ### "Upsales is one of the best CRM in the market" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 January 20, 2022 Pros Upsales CRM SYSTEM that have almost everything. If something is missing, you can fill in a request and they will take action Cons Searching for new customers, comment and follow up on customers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Business sales Used the software for: 1-3 years ### "Upsales " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 19, 2022 I like it. It Easy to use Pros Its realy Easy to use and i like the design of it Cons I have to make to steps to find telephonenumber Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/129923/Upsales-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.