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Upsales vs FreeAgent CRM: 2025 Ultimate Comparison Guide

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.

"Obviously, the most important thing with CRM is user-friendliness. " - Stefan Stockhaus

"FreeAgent helps a company to better solve customer service issues. New hires are able to jump in and use FreeAgent much more quickly than the old system. It reduces training time – the team can begin interacting with customers much sooner. We have... our whole team on FreeAgent, and everyone uses it a ton! Introducing new systems to the team can come with some challenges, but the change management with FreeAgent has been relatively easy. I feel FreeAgent is aligned with our values. It comes down to the people that I’ve worked directly as well as your aggressive goals to make the software better than it was yesterday. As we’ve had challenges, the team has been there for us along the way. " - Jeremy West

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




engagement management

engaging and following up



workflow management


training & onboarding




account management


competitive intelligence





social media management

social media analytics



sales document management

proposal & quote management


helpdesk management


relationship management


communication management


contact list management



sales review & feedback


lifetime value management


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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Business Setting