Articles in this section
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Advanced Order Logic
How to eliminate errors and simplify workflow with Advanced Order Logic Add logic and customise t...
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Brands
Gain full insight across all company profiles with Brands Brands is a function or an add-on, as w...
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Cross-Sales
Find more sales opportunities with Cross-Sales Cross Sales shows all companies related to a custo...
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Custom domains
Customise your landing page URLs to match your purpose You can customise the website address when...
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Easy Booking PRO
Bring the power of Easy Booking to your entire team. Make sure appointments are automatically dis...
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Email marketing add-on: Use cases
Use email marketing to create events, generate revenue, and market your services The Email market...
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Enterprise Security
Add another level of security to your account with Enterprise Security We're always working to ke...
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Events
How to reach the right people for your event Events is an add-on that enables your company to rea...
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How to activate add-ons
Explore a range of add-ons to extend your Upsales capabilities. You can try Upsales add-ons with ...
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How to integrate the Upsales API
Integrate into our CRM platform with API Swedish tutorial video How to activate the Upsales AP...
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Insights
Keep track of important data and KPIs with this powerful Business Intelligence tool. With Insight...
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Marketing Automation
Marketing Automation helps you grow your business faster with lead scoring and tracking, landing ...
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Prospecting BASIC
Upsales Prospecting is a powerful tool for customers looking to find Swedish or UK leads. Wheneve...
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Prospecting PRO
Discover leads with key information like financial statements, board of directors, industries, ad...
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Prospecting Signals
Get real-time alerts for what's happening inside your companies. Signals are based on Swedish com...
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Q: When an order is won, can I send an email to my finance department?
A: Yes, this is possible with the Triggers add-on.
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Report Centre PRO
Report Centre Pro is your all-in-one BI and reporting tool for your sales, marketing, and activit...
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Revenue Recognition
Do you want to distribute or monetise your orders? Keen to save time on crunching numbers? Lookin...
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Sales process PRO
Already using Sales process BASIC? Explore the extra customisations and features available in Sal...
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Sales TV
Want to give your office its own TV channel, showing deals closed, campaign progress, and company...
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Subscriptions
This add-on gives a complete overview of all your subscription revenue and transforms Upsales int...
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Workflow
You don’t always have time to manually reply, set reminders, and follow up with customers. That's...
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