# Upsales CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Upsales CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/129923/Upsales-CRM/alternatives --- # Upsales CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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)[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/) Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.upsales.com/en&name=Upsales CRM) ## 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 (5,720)](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 (5,671) Value For Money 4.3 (13) Value For Money 4.3 (4,311) Customer Service 4.6 (16) Customer Service 4.4 (4,113) ## Upsales CRM alternatives Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [4.5 (1,132)](https://www.capterra.com/p/148516/Marketing-360/reviews/) Starting price Contact vendor for pricing [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month [4.3 (710)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/) Starting price Contact vendor for pricing ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Interaction Tracking 4.2 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Upsales CRM 55 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Dashboard to view the status of ongoing processes, identify current incidents and track past activities Application programming interface that allows for integration with other systems/databases Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage various distribution channels, build relations with channel partners, and track their performance Tracking, calculating, and paying commissions and earnings to employees Manage, organize, and store contact information Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Tracks metrics that provide insight into how a user interacts with any interface or product Manage or track sales completed by field teams/employees Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Create landing pages or online forms designed to capture new leads and prospects Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions See past and upcoming campaigns and communications in a calendar view Access software remotely via mobile devices Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Create many versions of emails, forms, or actions and gauge which is most effective Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Log and store the source of contacts/leads View and track pertinent metrics to find patterns and gain insights from data Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Track visibility and traffic from search engines Group leads or contacts based on their specific characteristics Manage campaigns and track engagement for marketing efforts across social media channels Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Interact with data visualization elements, such as charts and graphs, to drill down into data Monitor activity of individuals who visit your website using cookies 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 Contact vendor for pricing 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 5(11) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KB Katarina B. CMO Computer Software ### "Upsales promotor" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 24, 2022 Helps us to align sales and marketing efforts in a smooth way and increase more leads. Pros I'm happy to promote Upsales. It's easy to use and very helpful support whenever I stumble across problems. Love their webinars that encourage me to take full use of the features. Cons Don't know, can't think of anything currently Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AK Anton K. Partner / Interim Manager Financial Services ### "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 20, 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. Reasons for choosing Upsales CRM User face and easy to structure your sales work Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PF peter F. CEO Furniture ### "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 19, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CS Christopher S. Sales and marketing manager Financial Services ### "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 19, 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! Alternatives considered [Lime Go](https://www.capterra.com/p/229083/Lime-Go/) [Lime CRM](https://www.capterra.com/p/129925/Lime/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Upsales CRM Marketing automation tool mostly and som other features Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DA Dennis A. Account Manager Banking ### "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 19, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RD Rasmus D. Sales Assistant Financial Services ### "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 19, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Fredrik G. Senior Business Advisor Computer Software ### "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 18, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Magnus B. Head of Customer Success Information Technology and Services ### "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 18, 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. Alternatives considered [Lime CRM](https://www.capterra.com/p/129925/Lime/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Upsales CRM More modern, easy-to-use Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR Johan R. Sales manager Information Technology and Services ### "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 18, 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 Alternatives considered [Lime CRM](https://www.capterra.com/p/129925/Lime/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JD Johan D. ceo Sports ### "Why Upsales? " 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 18, 2022 The program have helped us to get more money to our charitty events in form of sponsors Pros it is easy to understand and simple to use Cons I dont miss anything in the program because it is just what i need Reasons for choosing Upsales CRM this was the only we looking at Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. 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