Upsales CRM Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

Upsales CRM Review | 54 Data compared

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  • Starting price: 69 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: yes
  • Workflow automation: yes

Upsales CRM review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

8.7

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

8.7

Technical Score

40.0%

8.0

User score

Excellent
8.7

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.6

Product & Pricing

25.0%

8.6

Core CRM

20.0%

9.5

Sales & Automation

15.0%

8.7

Integrations & Access

15.0%

9.4

Security & Deployment

Excellent
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 7.6
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    7.7

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    10.0

    Built-in quotes and invoicing

  • 10.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    10.0

    Lead scoring

    25.0%

    10.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 8.5
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    10.0

    Built-in quotes and invoicing

    25.0%

    4.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    10.0

    Calling and dialer

  • 8.8
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    10.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • upsales-crm
  • upsales-crm
upsales-crm
upsales-crm

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Upsales CRM

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.6

Product & Pricing

25.0%

8.6

Core CRM

20.0%

9.5

Sales & Automation

15.0%

8.7

Integrations & Access

15.0%

9.4

Security & Deployment

8.7
Upsales CRM has a technical score of 8.65 points, which is higher than 91.2% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Upsales CRM has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Upsales CRM has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

8.7

Overall score

40.0%

10

Price

9.1
Upsales CRM has a quality-to-price ratio of 9.1 points, which is higher than 92.8% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

69 $/user/mo
Upsales CRM starts at a higher recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Upsales CRM does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
Upsales CRM offers a time-limited free trial.
14 days.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Upsales CRM has a lower minimum seat requirement.
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Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM supports lead management.
Prospect tracking, website visitor identification, and lead capture.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM supports deal and pipeline management.
Visual sales pipeline with stage probabilities and deal value.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM lets users create custom fields.
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AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Upsales CRM includes native AI assistant capabilities.
Upsales AI provides sales insights, signal tracking, and deal predictions.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM supports configurable workflow automation.
Automated triggers, stage transitions, and sales alerts.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM supports lead scoring.
Behavioral lead scoring and website visitor intent scoring.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM provides sales forecasting.
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Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM provides a native integration marketplace.
Upsales App Directory with pre-built business software integrations.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM provides official mobile apps.
Native iOS and Android mobile applications.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Upsales CRM supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM supports single sign-on.
SAML 2.0, Microsoft Azure AD, and Google Workspace SSO.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

ISO 27001, GDPR compliant
ISO 27001 certified and GDPR compliant.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM supports configurable roles and permissions.
Role-based access control and sales hierarchy permissions.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Upsales CRM provides audit logs of user or record activity.
Comprehensive user activity logging and audit trail.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
Show more

Upsales CRM vs the average CRM platform

  • Supports single sign-on
    Upsales CRM supports single sign-on, while the average CRM platform does not support single sign-on.
    SAML 2.0, Microsoft Azure AD, and Google Workspace SSO.
    What it is: Whether the CRM supports single sign-on.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: MEDIUM

    Upsales CRM supports single sign-on, while the average CRM platform does not support single sign-on.
  • Native AI assistant
    Upsales CRM includes native AI assistant capabilities, while the average CRM platform does not.
    Upsales AI provides sales insights, signal tracking, and deal predictions.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Upsales CRM includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Upsales CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
    What it is: Whether the CRM provides sales forecasting.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Upsales CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Territory management
    Upsales CRM supports territory management, while the average CRM platform does not.
    Territory and sales segment assignment rules.
    What it is: Tools to partition accounts, leads, and revenue goals across geographic regions, market segments, or business units.
    When it matters: Critical for mid-market and enterprise sales forces managing regional reps, multi-branch coverage, and territory quotas.

    Importance: LOW

    Upsales CRM supports territory management, while the average CRM platform does not.
  • Supports lead scoring
    Upsales CRM supports lead scoring, while the average CRM platform does not support lead scoring.
    Behavioral lead scoring and website visitor intent scoring.
    What it is: Whether the CRM supports lead scoring.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Upsales CRM supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Upsales CRM supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
    Automated multi-step sales email sequences and follow-up cadences.
    What it is: Whether the CRM supports automated sales sequences.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Upsales CRM supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • What it is: Whether the CRM hosts customer data in European data centers or supports user-controlled self-hosting to satisfy GDPR requirements.

    Importance: LOW

  • Native marketing automation
    Upsales CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
    Native marketing automation, IP visitor tracking, and email campaigns.
    What it is: Whether the CRM offers native marketing automation.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Upsales CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • Territory management
    Upsales CRM supports territory management, while the average CRM platform does not.
  • Native AI assistant
    Upsales CRM includes native AI assistant capabilities, while the average CRM platform does not.
  • Sales forecasting
    Upsales CRM provides sales forecasting, while the average CRM platform does not provide sales forecasting.
  • Supports lead scoring
    Upsales CRM supports lead scoring, while the average CRM platform does not support lead scoring.
  • Automated sales sequences
    Upsales CRM supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Native marketing automation
    Upsales CRM offers native marketing automation, while the average CRM platform does not offer native marketing automation.
  • Native calling or dialer
    Upsales CRM provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Built-in e-signature
    Upsales CRM supports built-in e-signatures, while the average CRM platform does not.
  • Better mobile app rating
    Upsales CRM has higher mobile app store ratings than the average CRM platform.
  • More supported languages
    Upsales CRM supports more interface languages than the average CRM platform.
  • Supports single sign-on
    Upsales CRM supports single sign-on, while the average CRM platform does not support single sign-on.

Total
Overall
Core CRM
Sales & Automation
Integrations & Access
Security & Deployment
  • 40 $/user/mo Higher recurring entry-plan price
    Upsales CRM starts at a higher recurring entry-plan price than the average CRM platform.
  • 40 $/user/mo Higher recurring entry-plan price
    Upsales CRM starts at a higher recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    Upsales CRM starts at a higher recurring entry-plan price than the average CRM platform.69 $/user/mo vs 29 $/user/mo
Total
Product & Pricing

Graphic comparison of Upsales CRM and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Supports single sign-on
  • Highly rated mobile apps (4.5+ ★) (4.5)
  • Sales forecasting
  • Advanced territory management
  • Supports lead scoring
  • Automated sales sequences
  • European data residency
  • Native marketing automation
  • Native calling or dialer
  • Supports built-in e-signature

Cons

  • Higher recurring entry-plan price (69 $/user/mo)
  • No dedicated client portal
  • No in-quote online payments
  • No project management

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