Report Upgrade

Report Upgrade is an app builder specializing in dashboards and reporting on the Salesforce platform. Put simply, it is about running multi-step campaigns that react to what people do.

It makes the most sense for marketing teams with more than one channel. They also list Marketing, so expect those to show up in the feature set. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Report Upgrade is based in Irvine, California. You can read more at reportupgrade.com.

Things worth asking about: CRM integration, lead scoring, and how fast the learning curve is. Get the renewal terms in writing before the first invoice.

If you have worked with Report Upgrade, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.