Core functionality in Upsales CRM

  • Salesboard and business opportunities
  • Customer lists with companies & contacts
  • Timeline of all customer history
  • Manage Family Group relationships
  • Create categories for contacts and companies
  • Segment your customers with advanced search
  • Activities, reminders and call lists
  • Meetings and calendars
  • Synchronise calendar with Exchange / Google
  • Find new customers through Bisnode company database
  • Update customer card with five years of financial history
  • Mobile app for iPhone iOS & Android
  • Reports and forecasts
  • Orders and product management
  • Automatic quotation and order templates
  • Customise Upsales with custom fields
  • Create roles and authorisation
  • Import and export data to Excel
  • Upload and keep track of important documents
  • Define and follow up activities and goals
  • Create and share views of activities and companies

Adapt Upsales to your needs

Complement the main platform with the additional features and modules that you need today, or add on more features as your business grows. With the below addons, you can customise Upsales to fit your specific sales process. We offer the below addon modules.

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Upsales add-ons

Subscriptions

Subscription is a billing function that helps you organise your billing and follow-ups of your client portfolio. Perfect if you have a recurring business model, such as SaaS. 

Upsales subscriptions feature

Cross Sales

Sold to a company that belongs to a larger corporate family? Utilise sales opportunities for whole corporate families. This addon helps you see the complete corporate structure and related companies on the fly. Directly on the company card.

 

Upsales Cross Sales addon

Upsales Insights

Understanding what drives sales and to draw accurate conclusions is crucial for any business looking to create substantial growth. Dig deeper into how your organization is performing. Get detailed reports spanning sales and marketing. How long does it take to close, who bought A but not B, what segment are your best customers and much much more.

Upsales Insights business intelligence addon

Revenue Recognition

Need to distribute or make accruals of your orders? Look no further, with this addon it's very simple! Plus it's super helpful if you are running media campaigns for example, or have advanced calculations of orders. Save manual time and report revenue with ease and accuracy. 

 

Upsales Revenue Recognition addon

Marketing Automation

Upsales Marketing software has everything you need to accelerate growth. Stay on top of your market with website visitors, lead scoring and tracking, landing pages & forms, email campaigns, and powerful segmentation.

Upsales Marketing automation addon

Event Marketing

Imagine the possibilities of an event manager connected to a leading sales & marketing automation platform. Bundle all your event assets and automate your event marketing. 

Upsales Event Marketing addon

Email Marketing

Build email newsletters and create campaigns. Send great emails to stay in front of your audience — and offer exactly what they want to see.

 

Upsales Email marketing addon

Sales TV

Celebrate victories and keep your sales team aligned with gamification. Add ”Winning” videos, create goals and challenges. Displayed in one view front and center to your Sales team.

Upsales SalesTV addon

Advanced Order Logic

Add logic to your opportunities, with visibility of fields, calculation of the order value, as well as probabilities based on stage of the funnel. Simplify the daily tasks for your Sales team and eliminate the risk of human errors.

Upsales advanced order logic addon

Enterprise Security

Add another level of security to your account with Single Sign On, Login IP restrictions, or 2FA. Hide custom fields based on advanced role access.
 

Upsales Enterprise Security addon

Triggers

Speed up your seller's workflows. Automate tasks like updating contacts, companies, or assigning leads based on interactions from your leads.

Upsales Triggers addon