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What is Upsales?

Utilize your sales data and contact details to receive customized lead recommendations for registered businesses across the U.K. Concentrate your resources on the most lucrative deals and interactions. Gain access to detailed analytics, including the value of your pipeline, current status, likelihood of closing deals, and potential risks involved. Discover which clients have bought product A but not product B, enabling you to pinpoint upsell opportunities and receive notifications when customers are ready to make further purchases. Effortlessly evaluate your sales results and create accurate revenue projections for your team. Integrate your ERP system smoothly and keep track of all essential SaaS key performance indicators from one convenient dashboard. The SaaS model stands out as one of the most scalable business frameworks in existence today. A proficient SaaS provider is anticipated to grow quickly while keeping profitability intact—at least in theory. Over 1,800 fast-growing companies utilize Upsales each day to propel their operational advancement and success. This powerful platform guarantees that your sales tactics consistently resonate with market needs, thereby maximizing your team's effectiveness. Furthermore, by leveraging these insights, your organization can make informed decisions that drive long-term growth.

What is workXmate?

Uncover a budget-friendly CRM option specifically designed for B2B sales teams of any scale. Boost your sales pipeline by quickly identifying vital opportunities and potential risks, while efficiently organizing tasks to convert leads into loyal customers with workXmate CRM. Gain immediate access to extensive sales information, including lead tracking, account management, contact details, opportunity assessments, activity logs, invoices, quotes, and payment records. With built-in Tally functionality, guarantee that transactions are accurate and transparent for your clients; seamlessly convert qualified leads into opportunities and transform quotes into invoices through this innovative CRM. Experience complete sales force automation hosted on the cloud as a Software as a Service (SaaS), equipping your sales team with essential tools to make strategic decisions and expedite deal closures. In addition, utilize the CRM's features to effectively categorize your customer base, implementing industry-leading practices to focus on nurturing your most profitable segments for enhanced returns, while also ensuring that your sales strategy remains adaptable to changing market conditions.

Media

Media

Integrations Supported

Convolo
Dubb
GetAccept
Goava
Oneflow
Responsr
Scrive
Selma
Startdeliver
TallyPrime
Telavox
Zapier

Integrations Supported

Convolo
Dubb
GetAccept
Goava
Oneflow
Responsr
Scrive
Selma
Startdeliver
TallyPrime
Telavox
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$80.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upsales

Date Founded

2003

Company Location

Sweden

Company Website

www.upsales.com

Company Facts

Organization Name

workXmate

Company Location

India

Company Website

www.workxmate.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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