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Upsales vs LionDesk: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for LionDesk medium
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Comparison Summary

This comparison report of Upsales vs. LionDesk is based on a specific set of business needs and context. The comparison uses 1013 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and LionDesk

Upsales, and LionDesk 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.

LionDesk focuses on Drip Marketing with E-Mail, Engagement Management with E-Mail, Communication Management with E-Mail, Contact List Management with Phone Calls, 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

"LionDesk has changed my business! My follow up is phenomenal and my realtor partners know it. My campaigns make it easy and streamlined to stay in touch. To get them on the phone, to follow up on paperwork, reminders like do's and dont's during the ...mortgage process, pre approved buyer, past client and mortgage checkup keeps me on point and top of mind. The daily activity email reminds to call. Don't get me started on the mass video text and video email! I don't even know what I was doing before! There's no way to manage a big pipeline without this! Too many similar names and clients to keep up! LionDesk is a must! " - Carol Escobar

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 LionDesk

Focus area

LionDesk is better than Upsales for

Software Failure Risk

  • medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

Cloud-Based CRM & Communications Tool for Realtors & Brokers

Financials

SERIES A

PRIVATE

Business Need

Total Processes
(we found evidences for)

37

49

Total Goals
(we found evidences for)

7

5

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (28)

Read Reviews (19)

upselling

Read Reviews (11)

Read Reviews (0)

lead analytics

Read Reviews (6)

Read Reviews (0)

engagement management

Read Reviews (5)

Read Reviews (35)

engaging and following up

Read Reviews (4)

Read Reviews (35)

lead management

Read Reviews (4)

Read Reviews (7)

workflow management

Read Reviews (4)

Read Reviews (2)

training & onboarding

Read Reviews (3)

Read Reviews (0)

account management

Read Reviews (3)

Read Reviews (0)

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 (2)

relationship management

Read Reviews (1)

Read Reviews (5)

conversion management

Read Reviews (1)

Read Reviews (3)

communication management

Read Reviews (1)

Read Reviews (37)

contact list management

Read Reviews (1)

Read Reviews (19)

lead qualification: demographic

Read Reviews (0)

Read Reviews (5)

lead qualification

Read Reviews (0)

Read Reviews (9)

lead qualification: demographic

Read Reviews (0)

Read Reviews (5)

campaign monitoring

Read Reviews (0)

Read Reviews (2)

campaign management

Read Reviews (0)

Read Reviews (3)

campaign monitoring

Read Reviews (0)

Read Reviews (2)

revenue cycle management

Read Reviews (0)

Read Reviews (2)

referral management

Read Reviews (0)

Read Reviews (2)

distribution 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

  • Acquire customers

  • Enter new markets internationally or locally

  • Shorten ramp up time

  • Grow market share

  • See 2 more

Top Channels

Channels Used

  • e-mail

  • video

  • phone calls

  • text SMS

  • social media

  • website

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • chat

  • promotions

  • mobile

  • mobile app

  • See 11 more

  • e-mail

  • video

  • phone calls

  • text SMS

  • social media

  • website

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • chat

  • promotions

  • mobile

  • mobile app

  • See 11 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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No Data

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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