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Upsales vs Wise Agent: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for Wise Agent medium
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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.

"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

"Many of our agents utilize this product and enjoy how easy it is to work with. If they have questions they will come to me or use the help desk. The help desk is very responsive and gets the job done correctly right away. " - Krystle Szymanski

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

Read Reviews (28)

Read Reviews (25)

upselling

Read Reviews (11)

Read Reviews (0)

lead analytics

Read Reviews (6)

Read Reviews (1)

engagement management

Read Reviews (5)

Read Reviews (41)

engaging and following up

Read Reviews (4)

Read Reviews (41)

lead management

Read Reviews (4)

Read Reviews (23)

workflow management

Read Reviews (4)

Read Reviews (3)

training & onboarding

Read Reviews (3)

Read Reviews (17)

account management

Read Reviews (3)

Read Reviews (1)

competitive intelligence

Read Reviews (2)

Read Reviews (1)

social media management

Read Reviews (2)

Read Reviews (2)

social media analytics

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (2)

Read Reviews (16)

helpdesk management

Read Reviews (1)

Read Reviews (16)

relationship management

Read Reviews (1)

Read Reviews (2)

conversion management

Read Reviews (1)

Read Reviews (7)

communication management

Read Reviews (1)

Read Reviews (35)

contact list management

Read Reviews (1)

Read Reviews (120)

campaign management

Read Reviews (0)

Read Reviews (19)

products & pricelist management

Read Reviews (0)

Read Reviews (7)

lead qualification: technographic

Read Reviews (0)

Read Reviews (3)

lead qualification

Read Reviews (0)

Read Reviews (3)

lead qualification: technographic

Read Reviews (0)

Read Reviews (3)

calendar 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

  • 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

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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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high

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting