cuspera logo CUSPERA

Upsales vs Wise Agent: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upsales vs. Wise Agent is based on a specific set of business needs and context. The comparison uses 2082 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and Wise Agent

Upsales, and Wise Agent 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.

Wise Agent focuses on Contact List Management with Phone Calls, Drip Marketing with E-Mail, Engagement Management with Phone Calls, Communication Management with E-Mail, etc.

"We plan to keep growing, so Upsales is essential for our business. " - Hoss Khosravi

"I love everything! It’s the ease of using it, as you can see I’m a little older than the millennials, and it’s so easy to use. And it’s affordable and it gives me everything I need. Also I can integrate it with BombBomb and send out videos to my cli...ents like “Happy Birthday." I just love it! " - Okie Arnot

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

Upsales is better than Wise Agent for

Software Failure Risk

  • medium

logo Wise Agent

Focus area

Wise Agent is better than Upsales for

Software Failure Risk

  • medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

Real Estate CRM Software to increase the productivity

Financials

SERIES A

PRIVATE

Business Need

Total Processes
(we found evidences for)

37

58

Total Goals
(we found evidences for)

7

5

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



helpdesk management


relationship management


conversion management


communication management


contact list management



campaign management



products & pricelist management




lead qualification: technographic


lead qualification

lead qualification: technographic



calendar 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
  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • See 2 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 more
  • e-mail

  • phone calls

  • newsletter

  • website

  • social media

  • video

  • text SMS

  • Facebook

  • Instagram

  • offline

  • user generated content

  • blogs

  • games

  • point of sale

  • Twitter

  • events

  • trade shows

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

No Data

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

high

{{{rsh_C_1}}}

Business Setting