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Upsales

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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: not determined

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

by Upsales AB · www.upsales.com

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Upsales: AI-assisted analysis on whats-best.ai Upsales: AI-assisted analysis on whats-best.ai (dark)

Add ?theme=dark to the image address for dark backgrounds. The badge shows the category and the month of the latest evaluation, and EU-Made where that is the product’s provenance. It never shows a score.

Upsales at a glance

Vendor
Upsales AB
Headquarters
Not stated on the vendor’s pages as of 13 Oct 2026
Data hosting
Not stated on the vendor’s pages as of 13 Oct 2026
Free plan
Not stated on the vendor’s pages as of 13 Oct 2026
Panel verdict
The AI panel rates Upsales 2/5, the mean of 6 judges. Upsales is a CRM from Upsales AB, pitched as an AI-driven revenue growth platform, and its strongest scoring is on integrations, where scores cluster at 5–6 on a documented API, a directory listing 34 integrations, automatic sync of orders, products and customers with Business Central, invoice or order creation on won deals via Fortnox and Xero, and a Gmail app that creates and matches records from the inbox. how scores are made
As of
Vendor pages captured 13 Oct 2026; evaluated by the panel 15 Oct 2026. all sources

Upsales alternatives, European ones first →

Read this page as one judge. Each weighs the same scores by what they care about.

The Migrator

Weighted verdict

Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Migrator

Panel median The Migrator This judge’s scores over the panel median. Each label opens its reasoning below.
Scores per criterion, in stars out of 5
Criterion Panel median The Migrator
Contact & data model 2 of 5 2 of 5
Pipeline & forecasting 2.5 of 5 2.5 of 5
Automation & workflows 1.5 of 5 1.5 of 5
Integrations & API 2.5 of 5 2.5 of 5
European sovereignty 1 of 5 1 of 5
Import, export & exit 1 of 5 1 of 5

Contact & data model

How this is scored

Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.

0 — A flat address book; no relations between people, companies and deals.

3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.

5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.

8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.

10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.

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The Migrator

Contacts and companies are plainly related records — the Gmail tool matches a contact to an existing company and keeps emails as closed activities on the record, which is history I want to leave with. But we found no public information on custom field types, required fields, or any deduplication or merge tooling, and that hygiene layer is exactly what decides whether a move-in or a move-out is clean. 3 1

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Pipeline & forecasting

How this is scored

Whether the pipeline enforces a process and produces reporting a finance department accepts.

0 — A kanban of deals with amounts; nothing is enforced, nothing rolls up.

3 — Multiple pipelines and stage probabilities exist, but no required fields per stage and only canned reports.

5 — Stage requirements, win/loss capture and standard forecast views; custom reporting is limited or an add-on.

8 — Enforceable process (required fields, stage gates, routing), custom report builder, forecast by team and period with quota tracking.

10 — Forecasting a CFO signs: weighted and commit-based views, historical snapshots, attainment tracking, and reporting composable enough to answer questions the vendor never anticipated.

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The Migrator

Pipeline value, status, deal probability and risks are stated, with intelligent team-level revenue forecasting and both prebuilt and custom dashboards to share — that is a standard forecast view with custom reporting, no more. We found no public information on stage requirements, win/loss capture, quota tracking or historical snapshots, so nothing evidences that the process is enforced rather than encouraged. 1

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Automation & workflows

How this is scored

Triggers, sequences and routing that remove manual work without a consultant.

0 — No automation beyond email templates.

3 — Simple if-this-then-that on records; no multi-step sequences, no branching.

5 — Multi-step workflows with delays and branching, email sequences, basic lead routing — capped by tier or count.

8 — Full workflow builder across objects with webhooks as steps, round-robin routing, sequence analytics.

10 — Automation as infrastructure: versioned workflows, error handling, per-step logs, and limits generous enough that the feature is not its own upsell.

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The Migrator

The automation evidenced is single-trigger work: invoices or orders created automatically on won orders through Fortnox, Xero and Business Central, and notifications when an upsell opportunity appears, with Zapier as the safety net. We found no public information on a multi-step workflow builder, delays, branching or lead routing, which keeps this at trigger-to-action rather than infrastructure. 1 2

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Integrations & API

How this is scored

Two-way email/calendar sync, native connections, and an API that treats external systems as first-class.

0 — No API, no sync; data enters by CSV and leaves never.

3 — One-way email logging (BCC), a handful of Zapier triggers, a read-mostly API.

5 — Two-way email and calendar sync for the major providers, a documented REST API with sane limits, a modest native directory.

8 — Deep native integrations for the revenue stack, webhooks, OAuth apps, API parity with the UI for core objects.

10 — An ecosystem: public API covering everything the UI does, event streams, a marketplace, and sync so reliable the CRM can be the system of record without being the only system.

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The Migrator

A documented API, 34 named integrations across calendar and email, e-sign, ticketing and ERP/billing, and a real Gmail app that creates and matches records from the inbox — a modest but genuine native directory. The captured pages give different figures for the number of third-party apps (hundreds versus 34), and we found no public information on webhooks, OAuth apps, two-way calendar sync or API rate limits. 1 2 3

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European sovereignty

How this is scored

Where other people's personal data actually lives and under whose law — entity, hosting, subprocessors, DPA.

0 — US entity, US-default hosting, no public DPA or subprocessor list.

3 — A DPA exists and an EU region is available on request or on top tiers; subprocessor exposure to US CLOUD Act reach is broad and undocumented.

5 — EU hosting selectable at signup, published DPA and subprocessor list; core processing still touches US entities.

8 — EU entity or EU-default hosting with published subprocessors, consent-friendly fields, retention and deletion controls; residual US exposure named and narrow.

10 — European entity, EU-only processing including subprocessors, deletion that provably deletes — sovereignty a DPO can sign off without a caveat file.

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The Migrator

The only sovereignty signal on record is the AB corporate form in the vendor's own name, which suggests a Swedish entity. We found no public information on hosting location, a DPA, a subprocessor list, retention or deletion controls — a DPO would have nothing to review before signing, and after two migrations I treat that silence as risk. 1

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Import, export & exit

How this is scored

Getting in with history intact, and out with everything — the anti-lock-in criterion.

0 — Import is a support ticket; export is contacts-only CSV missing notes, activities and files.

3 — Self-serve CSV import with mapping; export covers main objects but drops activity history, attachments or relations.

5 — Guided migration from major competitors, full-object CSV export, API access sufficient to rebuild the database elsewhere with effort.

8 — Complete export (all objects, history, files) self-serve in open formats, import with dedupe and dry-run, no API metering that prices exit out of reach.

10 — Exit as a feature: documented full-fidelity export, migration tooling both directions, and contractual data-return terms — leaving is a weekend, which is exactly why you can stay.

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The Migrator

My make-or-break criterion, and the pages are silent: we found no public information on CSV import, field mapping, dedupe on import, or any export function — let alone whether notes, activities and files come out. A documented API is the only evidenced way to leave, which makes exit a build project rather than a self-serve act. 2 1

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Pricing transparency not rated — the vendor publishes no price

How this is scored

Whether a buyer can compute the real invoice — per seat, per month, at renewal — from public pages alone.

0 — No public prices at all; every tier is a sales conversation.

3 — An entry price exists, but the tiers most buyers need are unpriced, or per-seat maths is obscured by bundles, minimums or mandatory onboarding fees.

5 — Most tiers carry real numbers with billing period and VAT treatment stated, but at least one commonly needed capability hides in an unpriced tier or usage-metered add-on.

8 — Every tier priced publicly including annual/monthly split; limits, seat minimums and overage rules stated; only genuine enterprise contracts are custom.

10 — Complete price computability: every tier, add-on, usage meter and renewal rule public, with a calculator or table that makes the invoice at 3 and 30 seats a two-minute exercise.

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The Migrator

We found no public information on pricing at all — no tiers, per-seat figures, billing periods, seat minimums or VAT treatment on any captured page. A buyer cannot compute the first invoice from this evidence, let alone the renewal one. 1

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Questions about Upsales

Is Upsales European?

Not determined: the vendor’s pages as captured do not say where Upsales is based.

Where does Upsales store data?

Not stated on the vendor’s pages as of 13 Oct 2026.

Does Upsales have a free plan?

Not stated on the vendor’s pages as of 13 Oct 2026.

What are the best alternatives to Upsales?

As of 21 Oct 2026, the panel rates Pipedrive (3/5), Bitrix24 (3/5) and HubSpot Sales Hub (3/5) highest among the other 49 CRM products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is Pipedrive (EU origin, foreign-owned). Ratings are the AI panel’s opinion, formed from public evidence: how scores are made. The full list, with European products first: Upsales alternatives.

Where this could be wrong

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

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Sources (3)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

  1. 1 Vendor page www.upsales.com Checked 13 Oct 2026 Details →
  2. 2 Integrations & API — found from sitemap www.upsales.com Checked 13 Oct 2026 Details →
  3. 3 Integrations & API — found from sitemap www.upsales.com Checked 13 Oct 2026 Details →