AI TOOL PROFILE
Upsales: B2B Sales CRM and Revenue Platform
- Sales
- CRM
- B2B Companies
- Mid-market sales teams
- Companies targeting European markets
- Sales-driven organizations with 50-1,000 employees
Pricing
Upsales offers a 14-day free trial. Paid plans are available after the trial period ends. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- B2B Companies, Mid-market sales teams, Companies targeting European markets, Sales-driven organizations with 50-1,000 employees
- Key use cases
- B2B Prospecting, Pipeline Management, Account Expansion, Revenue Forecasting
- Integrations
- Gmail, Google Calendar, Microsoft Teams, Office 365, Quickbooks
- Official website
- Visit Upsales official website
How AI is used
Upsales is a B2B sales platform that integrates CRM and marketing automation. It is designed for companies—typically between 50 and 1,000 employees—operating in sectors such as manufacturing, technology, and professional services.
The tool provides access to financial and contact data for millions of European companies. This data, combined with AI analysis of news and financial records, is used to suggest lead recommendations and identify potential within existing accounts.
Beyond prospecting, the platform supports pipeline management and revenue analytics through custom dashboards. It also includes tools to track subscription billing and ARR changes, which may help managers forecast revenue based on performance data.
Buyers should consider whether their primary target market is in Europe, as the platform's core data strengths are centered on European company registries. Buyers should also confirm if the available integrations align with their existing ERP or billing software.
Key Features
B2B CRM
Supports pipeline management and a sales board to track deals, probabilities, and risks.
European Company Database
Provides access to financial and contact data for companies across 14 European markets.
AI Lead Recommendations
Analyzes financial data and news articles to suggest new business opportunities and growth segments.
Marketing Automation
Includes tools to support sales and marketing workflows within the same platform.
Revenue Analytics
Includes prebuilt and custom dashboards to track KPIs and share reports via email or Slack.
Upsell Identification
Analyzes customer purchase history to notify teams when existing clients may be ready for additional products.
Use Cases
B2B Prospecting
Finding new business opportunities using a database of European company financial and contact information.
Pipeline Management
Organizing deals and activities on a sales board to prioritize opportunities.
Account Expansion
Identifying upsell and cross-sell opportunities by analyzing the buying behavior of existing customers.
Revenue Forecasting
Using performance data to generate revenue forecasts and track ARR changes.
Integrations
- Gmail
- Google Calendar
- Microsoft Teams
- Office 365
- Quickbooks
- Slack
- Trello
- Xero
- Zapier
- Zendesk
- Zoom Webinar
- Dropbox
- Assently
FAQ
Who is Upsales designed for?
- It is built for B2B companies, particularly those in manufacturing, tech, and professional services with 50 to 1,000 employees.
Does Upsales offer a free trial?
- Yes, there is a 14-day free trial available.
How does the Upsales AI work?
- The AI analyzes financial data from millions of European companies and news articles daily to provide lead recommendations.
Source category: Sales
Source subcategory: CRM
More tools in Sales
Other published listings in the Sales category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
