Upsales is a Swedish CRM system built for B2B sales in the Nordics, and one of the few Swedish CRMs that seriously competes with the global platforms. For many Nordic B2B companies it is an obvious name on the shortlist. monday CRM comes from a different direction: a work platform where sales is part of the same environment as projects, delivery and service. We are a monday.com partner, so we have a starting point. Even so, the comparison below is written so that you can make the decision yourselves.
Short answer
Choose Upsales if prospecting Swedish and Nordic companies is the core of your sales and you want company data, marketing automation and CRM in the same suite, with ready-made connections to Fortnox (the Swedish cloud accounting system) and Visma Net. Choose monday CRM if you need to shape the system around your own process and want sales, delivery and follow-up on the same platform.
Comparison at a glance
| Area | monday CRM | Upsales |
|---|---|---|
| Origin | Global work platform, CRM as a separate product | Swedish company founded in 2003, headquartered in Stockholm |
| Target group | From small teams to large organizations, all industries | Growing B2B companies, mainly small and mid-sized |
| Pricing model | Public price list per user, minimum three users | No public price list, quote through sales |
| Company data | No built-in Nordic database, AI agent for lead research | Built-in company database with annual accounts, credit data, boards and group structure |
| Marketing automation | Email sync, mass emails and sequences. Campaigns is a separate product | Built in: email, forms, landing pages, visitor identification and ABM |
| Sales to delivery | Same platform as projects and service | CRM, subscriptions and support in the same suite, projects outside |
| Customization | Very high, built without code | Ready-made setup with limited customization of reports and templates |
| Partner support | Hands-on support through us as a certified partner | Swedish support from the vendor |
| When standard is not enough | Custom apps on the platform, developed by us | API and integrations |
Upsales' strength: prospecting on home turf
What sets Upsales apart from the global systems is the company data. Salespeople can filter companies by revenue, profitability, industry and growth, see creditworthiness and payment defaults, and follow group structures and boards directly in the CRM. For a team that lives on new business with Swedish companies, that saves a separate data subscription and a lot of manual work.
On top of that comes a built-in marketing automation module with visitor identification and account-based marketing, as well as ready-made integrations with Fortnox and Visma Net that create invoices and orders from won deals.
monday CRM's strength: the system follows your process
Upsales is a ready-made sales system with a clear idea of how B2B sales should be done. That is a strength when the idea matches your reality and a limitation when it does not. Reviews specifically mention that reports and templates are hard to customize.
monday CRM is the opposite. Stages, fields, views, automations and dashboards are built around how you actually sell, and can be changed when the process changes. You make the everyday adjustments yourselves, and the bigger steps you take with your partner. The big gain comes after signature: a won deal becomes a project on the same platform, with the right scope and the right contacts. For service companies, consultancies and companies with complex deliveries, that is often where time and margin disappear today.
Pricing and transparency
monday CRM has a public price list with four tiers and requires at least three users. You can calculate the cost before the first meeting. Upsales does not publish prices; you get a quote after a demo. Both models work, but ask for a full picture that includes add-on modules and data subscriptions, and compare the cost over three years instead of per month.
Connection to the finance system
Here Upsales has a head start out of the box, with its own integrations with Fortnox and Visma Net. monday CRM has no ready-made connection from monday.com. We build it as a defined project, which gives full control over what is synced and when. We describe the setup in monday.com and Visma Net: how they fit together.
Partner support and custom apps
monday.com is a global platform, but you are not on your own with it. As a certified monday.com partner, we provide hands-on support: implementation, training, ongoing management and a contact person who knows your particular setup. You make the everyday changes yourselves. The bigger steps we take together, and that is where a partner who knows both the platform and your business makes the biggest difference.
When the standard features are not enough, we develop custom apps and integrations on the monday.com platform. One example that is relevant here: an app that pulls Swedish company data, annual accounts and credit information from an external data source directly onto the company card in monday CRM. A need that monday.com does not solve out of the box is therefore rarely a reason to rule out the platform. Read more about how we build custom systems.
Frequently asked questions
Is Upsales better than monday CRM for selling to Swedish companies?
For prospecting Swedish companies, Upsales has a clear advantage through its built-in company data. For companies where sales is closely tied to delivery, projects and resource planning, monday CRM is usually the stronger choice.
Can you get Swedish company data in monday CRM?
Not built in the same way as in Upsales. External data sources can be connected through integration, and monday.com has an AI agent for lead research and enrichment, but it is not a Swedish company database with annual accounts and credit data. We can, however, develop a custom app that pulls that data from a Swedish source directly into monday CRM.
How do you move from Upsales to monday CRM?
Customers, contacts, deals and activities are exported, cleaned up and mapped to the pipeline you want going forward. Expect to spend more time deciding what the sales process should look like than on the data migration itself.
Is there hands-on support for monday CRM?
Yes. monday.com has global support, and as a certified partner we provide hands-on support with implementation, training and ongoing management. You get a contact person who knows your setup.
Which system is cheapest?
There is no general answer, since Upsales has no public prices. Ask for a quote with all the modules you need and compare it with monday CRM's public price list for the same number of users.
Next steps
Start with the process, not the system. We run a free mapping session of your sales flow and show where the time actually goes. Read more about monday CRM at Straviont, or compare with HubSpot, Salesforce, Pipedrive and Lime CRM.