whats-best.ai
Search Sign in

CRM

Upsales

Provenance unknown Report an error

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

Report an error on this page Is this your product? →

Link to this page

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 Sales Ops Lead

Weighted verdict

Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.

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

Scored by The Sales Ops Lead

Panel median The Sales Ops Lead 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 Sales Ops Lead
Contact & data model 2 of 5 2 of 5
Pipeline & forecasting 2.5 of 5 2 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.

Report an error

The Sales Ops Lead

Contacts and companies are genuinely linked records — the Gmail app matches a contact to an existing company and stores email conversations as closed activities on the card, with a Europe-wide company database behind it. Beyond that we found no public information on custom fields, required fields, or deduplication and merge tooling, so record hygiene at 40 seats is an open question. 1 3

Report an error

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.

Report an error

The Sales Ops Lead

Pipeline value, status, deal probability and risks are reported, dashboards come prebuilt and custom, and the vendor promises accurate revenue forecasts for the team. What I cannot see is any process enforcement — we found no public information on required fields per stage, stage gates, win/loss capture, or quota and attainment tracking — so this is reporting I could show a sales manager, not a forecast a CFO signs. 1

Report an error

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.

Report an error

The Sales Ops Lead

The automations on the page are single triggers: a won order creates an invoice or order in Fortnox or Xero, upsell moments fire notifications, and Zapier carries the rest. We found no public information on a workflow builder, multi-step sequences, branching, delays, or lead routing, which caps how much manual work this actually removes from a rep's day. 1 2

Report an error

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.

Report an error

The Sales Ops Lead

A documented API, a native Gmail app that creates and matches records from the inbox, and deep billing syncs with Business Central, Fortnox and Xero put this in real revenue-stack territory. The captured pages give different figures for reach — hundreds of third-party apps claimed on the main page against a directory listing 34 — and we found no public information on webhooks, OAuth apps, or API rate limits. 1 2 3

Report an error

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.

Report an error

The Sales Ops Lead

The vendor name carries a Swedish company form, but no sovereignty attributes are on record — we found no public information on hosting location, a data processing agreement, a subprocessor list, or deletion and retention controls on any captured page. For a CRM holding European contact data, a DPO review would start from a blank page. 1

Report an error

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.

Report an error

The Sales Ops Lead

The only visible way out is the documented API; we found no public information on self-serve import, export formats or completeness, or migration tooling from other CRMs. Whether activity history, files and relations survive an exit is entirely undocumented. 1 2

Report an error

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.

Report an error

The Sales Ops Lead

No tier, seat price, billing term or VAT treatment appears on any captured page, and the only commercial contact point is an email address, so every quote is a sales conversation. A 40-seat invoice at renewal cannot be computed from public information. 1 2 3

Report an error

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.

Do you know more about Upsales? Tell us Report an error on this page

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 →