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.
Accelerate your business growth with a full marketing automation platform. Stay on top of your market with website visitors, lead scoring and tracking, landing pages & forms, email campaigns, and powerful segmentation with our Addon Marketing Automation.
Sold to a company that belongs to a larger corporate family? Utilize sales opportunities for whole corporate families. This Addon helps you see the complete corporate structure and related companies on the fly.
Do you need to distribute or monetize your orders? Save time from crunching the numbers and report the company revenue quickly and accurately. Look no further, with our Addon Revenue Recognition, it's effortless.
At Upsales, security is our top priority. We care about keeping your account safe, protecting your privacy, and building a trusted service. Add another level of security to your account with Advanced role access, Single Sign-On, Login IP restrictions, or 2FA.
Depending on your business, your Sales Board cards may include other information than the ones provided in the default version. With our Addon, Sales Process you can customize the card layout in Sales Board.
By using custom web domains when publishing your landing pages with Upsales Events, will give your website a more exact purpose, which in turn will make for a more memorable experience for your visitors.