Upstream CRM
What Upstream CRM is
Upstream CRM is a sales platform for tracking pipelines, deals and sales activities. Its visual Kanban pipeline lets users drag deals between customizable stages, while contact records store communication history and notes. Teams can log calls, emails, meetings and tasks, set reminders and receive a daily task digest. Reports cover win rates, conversions, revenue forecasts, deal velocity and team leaderboards. Notes support teammate @mentions and role-based permissions. Upstream runs on web, iOS and Android, and its progressive web app can be installed like an app. The Free plan costs nothing and supports up to three users and 100 deals. Pro costs $29 a month per user with unlimited users and deals, advanced analytics, custom pipelines, priority support and API access. A 14-day full-feature trial requires no card.
Who it suits
Upstream CRM is aimed at sales teams that need pipeline, activity and reporting tools. Its free tier fits small teams, while Pro supports unlimited users and deals.
What it does well
- Kanban pipeline with customizable stages
- Contact history and notes
- Reports include forecasts and conversion metrics
- Free plan supports three users
- 14-day trial needs no credit card
What to know first
- Free plan limited to 100 deals
- Free plan limited to three users
- API access is a Pro feature
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | Forever free · Up to 3 users · 100 deals · Basic pipeline · Email support | Free |
| Pro | per user/month · Unlimited users · Unlimited deals · Advanced analytics · Custom pipelines · Priority support · API access | $29 a month |
| Enterprise | For large teams · Everything in Pro · SSO/SAML · Dedicated support · Custom contracts · SLA guarantee | On request |
As upstreamcrm.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Upstream CRM combines visual pipeline management, activity tracking, reporting and collaboration in web and mobile formats. The free tier is constrained by user and deal limits, while Pro expands capacity and adds API access.
Facts from Upstream CRM's own pages
- Activities
- Users can log calls, emails, meetings, and tasks, set reminders, and receive a daily email digest of tasks. · upstreamcrm.com, 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. · upstreamcrm.com, 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. · upstreamcrm.com, 12 Oct 2026
- Collaboration
- Team collaboration includes teammate @mentions in notes and role-based permissions. · upstreamcrm.com, 12 Oct 2026
- Contacts
- Contact management includes communication history and notes. · upstreamcrm.com, 12 Oct 2026
- Free plan
- Yes · upstreamcrm.com, 19 Sept 2026
- Free trial
- Yes · upstreamcrm.com, 19 Sept 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. · upstreamcrm.com, 12 Oct 2026
- Limits
- The Free plan is limited to 3 users and 100 deals; the Pro plan lists unlimited users and deals. · upstreamcrm.com, 12 Oct 2026
- Mobile
- Upstream says its PWA can be installed like an app and accessed from any device. · upstreamcrm.com, 12 Oct 2026
- Pipeline
- The visual pipeline uses a Kanban view with drag-and-drop deals and customizable stages. · upstreamcrm.com, 12 Oct 2026
- Product
- Upstream describes itself as a CRM for tracking sales pipelines, managing deals, and organizing sales processes. · upstreamcrm.com, 12 Oct 2026
- Reporting
- Reports and dashboards include win-rate and conversion tracking, revenue forecasting, deal velocity metrics, and team leaderboards. · upstreamcrm.com, 12 Oct 2026
- Visual sales pipeline
- Yes · upstreamcrm.com, 19 Sept 2026
- Paid from
- 29 · upstreamcrm.com, 19 Sept 2026
- Support
- The Free plan includes email support, the Pro plan includes priority support, and Enterprise includes dedicated support. · upstreamcrm.com, 12 Oct 2026
- Trial
- The site offers a 14-day trial with full feature access, no credit card required, and cancellation anytime. · upstreamcrm.com, 12 Oct 2026
Where Upstream CRM stands on Freedom251
- CRM Software#66 of 244