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ease
features
design
support

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Description

Mobile CRM fosters teamwork by enabling representatives to establish seamless connections with clients and partners. This tool enhances decision-making capabilities by allowing users to delve into their data effectively. You can oversee your remote sales personnel without relying on a single email, ensuring that all team members are connected, engaged, and motivated to perform efficiently, no matter their position or geographical location. By leveraging the capabilities of Artificial Intelligence and Intelligent Workflows, actionable insights are recommended in real-time through mobile applications, providing valuable information on the go. Additionally, you can manage customer visits, plan upcoming activities, and streamline customer onboarding using features like visit management, forms, and OCR technology. Intelligent workflows and automation significantly minimize manual tasks, aligning with the need for businesses to embrace modern technologies and strategies. Ultimately, companies that think ahead are increasingly incorporating Artificial Intelligence into their operations to meet evolving customer expectations. The shift towards these advanced tools is not just a trend but a necessary evolution in the business landscape.

Description

Receive tailored lead suggestions by leveraging your sales history and contact information for all registered businesses throughout the U.K. Focus your efforts on the most promising deals and engagements. Access comprehensive insights, including pipeline value, status, deal likelihood, and associated risks. Identify which customers purchased product A but not product B, allowing you to discover upsell potential and receive alerts when clients are primed to make additional purchases. Effortlessly assess your sales performance and generate precise revenue forecasts for your team. Seamlessly integrate your ERP system and monitor all your SaaS key performance indicators from a single dashboard. The SaaS model is recognized as one of the most scalable business frameworks available. An efficient SaaS provider is expected to rapidly expand while maintaining profitability—at least theoretically. Over 1,800 rapidly growing businesses rely on Upsales daily to enhance their operational growth and success. With this robust platform, you can ensure that your sales strategies are always aligned with market demands.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Brightcall
Dubb
GetAccept
Goava
Motileo
Oneflow
Responsr
Scrive
Selma
Startdeliver
Telavox
Zapier
vloxq CPQ

Integrations

Brightcall
Dubb
GetAccept
Goava
Motileo
Oneflow
Responsr
Scrive
Selma
Startdeliver
Telavox
Zapier
vloxq CPQ

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$80.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Toolyt SFA

Founded

2016

Country

India

Website

www.toolyt.com

Vendor Details

Company Name

Upsales

Founded

2003

Country

Sweden

Website

www.upsales.com

Product Features

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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