upsales.com Reviews 

I chose Upsales because I felt it had a better design than the other CRMs I evaluated. In hindsight, the visual design gave me a false impression, as the actual user experience is quite poor. After a year of using the platform, I still struggle to understand how some of the most basic views relate to one another.

There are several design decisions that make information within an account siloed and difficult to access. As a result, it’s very easy to contact the same account multiple times without being aware of previous interactions simply because the information isn’t surfaced clearly.

Whenever Upsales launches a new AI feature, I find myself rolling my eyes a little. In my view, they should focus more on improving the core functionality and usability of the platform before investing heavily in additional features.

Another limitation I encountered was the export functionality when transitioning to another CRM. The process was more difficult than it should have been, and it’s something I’ll pay much closer attention to when evaluating CRM systems in the future.

I also experienced a high turnover of account managers. During a 12-month period, I had three or four different account managers, which made the relationship feel inconsistent.

The contract structure is another drawback. You sign an annual agreement, and whenever you add a new team member, you’re billed for the remaining months of the contract period. However, you cannot remove users once they’ve been added. For a growing company where team size fluctuates, this lack of flexibility is far from ideal. Most modern SaaS tools allow you to commit to a baseline number of users while retaining some flexibility above that level.

The most valuable aspect of Upsales for me was the company database. It has been an extremely useful prospecting tool for the Swedish market and is probably the feature I would miss the most after leaving the platform.

If you operate a company in Sweden or have your main business activities in Sweden, Upsales can work.

They have a good integration with Fortnox and a Swedish company database. For outbound sales via phone, they offer a smart structure for making high-volume calls.

The platform is user-unfriendly because it is overloaded with information and has weak UI/UX.

There is a light integration with G Suite / Office 365, which means email and calendar should be handled outside of Upsales.

Upsales has chosen to limit platform customization and data import. Other competitors provide greater flexibility for users and have significantly better chatbot functionality for support.

We signed up for Upsales for a couple of years, but as we needed to modify our setup and found Upsales not suited to how we would like it, we cancelled the contract. We thought we were well within the deadline, but no, we would have to cancel three months before contract expiration. We haven't used it at all, but we have been forced to pay for an entire year—no mercy from the company. We have been in contact with them about this. We switched to Pipedrive, a much better and cheaper system. We could quickly configure it how we wanted and have found it to be a big time saver compared with Upsales.

Poor service since signing up with no account management, currently trying to exit the contract but contractually tied in. Product is not fit for our intended purpose.