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Upsales vs FreeAgent CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for FreeAgent CRM medium
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Comparison Summary

This comparison report of Upsales vs. FreeAgent CRM is based on a specific set of business needs and context. The comparison uses 849 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and FreeAgent CRM

Upsales, and FreeAgent CRM belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

FreeAgent CRM focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

"Upsales was a game-changer for us,” says Christian. “We’ve unified sales and marketing to create one team that’s laser-focused on revenue. We’re not just generating more leads, we can understand why people are buying from us, where new opportunities... lie and how we can improve our engagement programs. This is what modern sales and marketing look like. " - Christian

"Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departmen...ts to make sure it was right because we had a lot of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. " - Elizabeth Moley

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Upsales

Focus area

Software Failure Risk

  • medium

logo FreeAgent CRM

Focus area

Software Failure Risk

  • medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

CRM and Work Management

Financials

SERIES A

SEED

Business Need

Total Processes
(we found evidences for)

37

35

Total Goals
(we found evidences for)

7

11

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (28)

Read Reviews (8)

upselling

Read Reviews (11)

Read Reviews (0)

lead analytics

Read Reviews (6)

Read Reviews (0)

engagement management

Read Reviews (5)

Read Reviews (20)

engaging and following up

Read Reviews (4)

Read Reviews (13)

lead management

Read Reviews (4)

Read Reviews (0)

workflow management

Read Reviews (4)

Read Reviews (11)

training & onboarding

Read Reviews (3)

Read Reviews (6)

account management

Read Reviews (3)

Read Reviews (1)

competitive intelligence

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (2)

Read Reviews (4)

proposal & quote management

Read Reviews (1)

Read Reviews (3)

helpdesk management

Read Reviews (1)

Read Reviews (7)

relationship management

Read Reviews (1)

Read Reviews (2)

communication management

Read Reviews (1)

Read Reviews (3)

contact list management

Read Reviews (1)

Read Reviews (4)

sales review & feedback

Read Reviews (0)

Read Reviews (2)

lifetime value management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 more

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

  • e-mail

  • mobile

  • text SMS

  • promotions

  • phone calls

  • mobile app

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

No Data

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting