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Upsales vs Forth CRM: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upsales vs. Forth CRM is based on a specific set of business needs and context. The comparison uses 687 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and Forth CRM

Upsales, and Forth CRM 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.

Forth CRM focuses on Sales Document Management, Lead Management, Performance Management, Direct Marketing, 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

"Growing my business on the DebtPay platform has been everything I expected and hoped it would be. Their staff is knowledgeable and helpful. I made the best choice for our business. David S. Debt Settlement Company " - David S

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 Forth CRM for

Software Failure Risk

  • medium

logo Forth CRM

Focus area

Software Failure Risk

  • medium

About

Upsales | CRM & Marketing Automation platform for B2B companies

CRM to access your data, make smarter decisions and save time

Financials

SERIES A

PRIVATE

Business Need

Total Processes
(we found evidences for)

37

33

Total Goals
(we found evidences for)

7

2

Top Processes

Evidences indicate better relative satisfaction


generation of new leads




engagement management

engaging and following up



workflow management


training & onboarding




account management


competitive intelligence





social media management

social media analytics



sales document management


conversion management


customer case management


communication management


contact list management


performance management



campaign monitoring


campaign management

campaign monitoring



referral management


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

  • Improve digital and social presence

Top Channels

Channels Used

  • phone calls

  • e-mail

  • text SMS

  • phone calls

  • e-mail

  • text SMS

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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low

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Migration Risk

medium

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medium

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Business Setting