
Revenue engine uniting CRM, marketing automation, and analytics for B2B growth
Upsales is a B2B sales and marketing platform that combines CRM, marketing automation, and business intelligence in one unified system. It helps fast-growing companies manage the entire customer journey from lead capture to deal closure and account expansion. The platform features AI-driven deal recommendations, detailed pipeline management, email and calendar integration, and powerful segmentation tools.
Centralized contact and company management with pipeline tracking, activity logging, and deal management
Create targeted campaigns, automate responses based on behavior, and convert visitors into qualified leads
AI-driven insights that identify new business opportunities and prioritize deals based on likelihood to close
Business intelligence dashboards showing pipeline health, activity metrics, and revenue forecasting
Target campaigns and sales efforts with precision using detailed audience segmentation tools
Seamless integration with email and calendar systems for streamlined communication and scheduling
Automatically score and prioritize leads from websites, landing pages, and social media channels
Track deals through the sales pipeline with AI-powered recommendations for prioritizing opportunities
Capture website visitors, score leads automatically, and nurture them with targeted marketing automation
Identify upsell and cross-sell opportunities within existing accounts using AI-driven insights
Unite sales and marketing teams on one platform with shared data, analytics, and campaign tools
Generate and send quotes directly from the CRM with integrated proposal management

Superfast work. Steadfast growth. Bring the very best out of your customer-facing teams.