Upstream CRM
The facts below are what the maker publishes about Upstream CRM, checked and dated. Our editors have not written about it yet.
Plans and prices
From Upstream CRM's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Up to 3 users · 100 deals · Basic pipeline · Email support · Forever free |
| Pro | $29 a month | Unlimited users · Unlimited deals · Advanced analytics · Custom pipelines · Priority support · API access · per user/month |
| Enterprise | Priced on request | Everything in Pro · SSO/SAML · Dedicated support · Custom contracts · SLA guarantee · For large teams |
The facts
Each one read from Upstream CRM's own pages, with the date it was checked.
What it does
- Activities
- Users can log calls, emails, meetings, and tasks, set reminders, and receive a daily email digest of tasks.checked 12 Oct 2026
- API security
- The API documentation specifies 15-minute access tokens, rotating single-use refresh tokens with reuse detection, and organization-scoped requests.checked 12 Oct 2026
- Audience
- The site describes Upstream as built for sales teams and says it is designed to be easy to use without training.checked 12 Oct 2026
- Collaboration
- Team collaboration includes teammate @mentions in notes and role-based permissions.checked 12 Oct 2026
- Contacts
- Contact management includes communication history and notes.checked 12 Oct 2026
- 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.checked 12 Oct 2026
- Limits
- The Free plan is limited to 3 users and 100 deals; the Pro plan lists unlimited users and deals.checked 12 Oct 2026
- Mobile
- Upstream says its PWA can be installed like an app and accessed from any device.checked 12 Oct 2026
- Paid from
- 29checked 19 Sep 2026
- Pipeline
- The visual pipeline uses a Kanban view with drag-and-drop deals and customizable stages.checked 12 Oct 2026
- Product
- Upstream describes itself as a CRM for tracking sales pipelines, managing deals, and organizing sales processes.checked 12 Oct 2026
- Reporting
- Reports and dashboards include win-rate and conversion tracking, revenue forecasting, deal velocity metrics, and team leaderboards.checked 12 Oct 2026
- Support
- The Free plan includes email support, the Pro plan includes priority support, and Enterprise includes dedicated support.checked 12 Oct 2026
- Visual sales pipeline
- Yeschecked 19 Sep 2026
Money
- Free plan
- Yeschecked 19 Sep 2026
- Free trial
- Yeschecked 19 Sep 2026
- Trial
- The site offers a 14-day trial with full feature access, no credit card required, and cancellation anytime.checked 12 Oct 2026
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