Vad finns tillgängligt i Upsales CRM?

Sales management

  • Pipeline & activity management
  • Customer & contact management
  • Configure, price and quote (CPQ)
  • Churn warnings
  • Recurring Revenue Platform
  • Account Growth platform
  • Email platform
  • Sales Models & Targets
  • Easy Booking Calendar
  • Workflows (Triggers & Automations)

Prospecting

  • Data-driven prospecting
  • Keyword search
  • Database of all Nordic companies
  • View board members
  • View company trees
  • Cross selling
  • Recommended leads
  • Access financial data (cash flow etc.)
  • Find similar companies based on customers
  • News notifications on customers

Report Centre

  • Sales Forecast
  • Activity dashboard
  • Email statistics
  • Pipeline report
  • Sales funnel
  • Customer journey
  • Contribution Margin
  • Win/loss analysis
  • Custom built reports
  • Insights Business Intelligence
  • Visualize upsell potential

Admin

  • Import & Export
  • Company Brand Profile
  • Roles & Permissions
  • Document Templates
  • Product Management
  • Custom fields
  • Multi currency
  • Quote Templates

Other

  • Open API
  • Upsales App Directory
  • ERP integrations
  • Google/O365 Apps
  • Unlimited free support
  • Unlimited access to product training platform
  • 5000+ Zapier integrations
  • Mobile app
  • Enterprise Security
  • Swedish hosting

Marketing Automation

  • Website visits
  • Landing pages
  • Form conversions & triggers
  • Email Flows & Segments
  • Email marketing platform
  • Company profile
  • Events
  • UTM generator
  • Custom domains

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