Freshsales From $9/mo · Free plan 9.5 Visit Upstream CRM
upstreamcrm.com
Spec sheet
- Product
- Upstream describes itself as a CRM for tracking sales pipelines, managing deals, and organizing sales processes.Read 12 Oct 2026 · upstreamcrm.com
- Audience
- The site describes Upstream as built for sales teams and says it is designed to be easy to use without training.Read 12 Oct 2026 · upstreamcrm.com
- Free plan
- YesRead 19 Sep 2026 · upstreamcrm.com
- Trial
- The site offers a 14-day trial with full feature access, no credit card required, and cancellation anytime.Read 12 Oct 2026 · upstreamcrm.com
- Paid from
- 29Read 19 Sep 2026 · upstreamcrm.com
- Support
- The Free plan includes email support, the Pro plan includes priority support, and Enterprise includes dedicated support.Read 12 Oct 2026 · upstreamcrm.com
- Activities
- Users can log calls, emails, meetings, and tasks, set reminders, and receive a daily email digest of tasks.Read 12 Oct 2026 · upstreamcrm.com
- API security
- The API documentation specifies 15-minute access tokens, rotating single-use refresh tokens with reuse detection, and organization-scoped requests.Read 12 Oct 2026 · upstreamcrm.com
- Collaboration
- Team collaboration includes teammate @mentions in notes and role-based permissions.Read 12 Oct 2026 · upstreamcrm.com
- Contacts
- Contact management includes communication history and notes.Read 12 Oct 2026 · upstreamcrm.com
- Free trial
- YesRead 19 Sep 2026 · upstreamcrm.com
- Integrations and API
- The API is a versioned JSON REST API for managing pipelines, deals, contacts, activities, and activity templates, and is described as supporting third-party integrations.Read 12 Oct 2026 · upstreamcrm.com
- Limits
- The Free plan is limited to 3 users and 100 deals; the Pro plan lists unlimited users and deals.Read 12 Oct 2026 · upstreamcrm.com
- Mobile
- Upstream says its PWA can be installed like an app and accessed from any device.Read 12 Oct 2026 · upstreamcrm.com
- Pipeline
- The visual pipeline uses a Kanban view with drag-and-drop deals and customizable stages.Read 12 Oct 2026 · upstreamcrm.com
- Reporting
- Reports and dashboards include win-rate and conversion tracking, revenue forecasting, deal velocity metrics, and team leaderboards.Read 12 Oct 2026 · upstreamcrm.com
- Visual sales pipeline
- YesRead 19 Sep 2026 · upstreamcrm.com
Plans and prices
Free Free Forever free Up to 3 users · 100 deals · Basic pipeline · Email support Read 12 Oct 2026 · upstreamcrm.com
Pro $29 a month per user/month Unlimited users · Unlimited deals · Advanced analytics · Custom pipelines · Priority support · API access Read 12 Oct 2026 · upstreamcrm.com
Enterprise Priced on request For large teams Everything in Pro · SSO/SAML · Dedicated support · Custom contracts · SLA guarantee Read 12 Oct 2026 · upstreamcrm.com
Where Specifiction places it
- CRM Software#91 of 2448.2
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