Articles in this section

• Advanced Order Logic

  How to eliminate errors and simplify workflow with Advanced Order Logic Add logic and customise t...

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• Assently E-Sign app

  Assently is a premium solution for e-signatures. Manage, send, sign and store any document, on an...

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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, an...

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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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