Upstream Group

Upstream Group is a crm product. The Upstream Group is a company that helps motivate digital sales leaders and their teams to grow personally and professionally. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.

It makes the most sense for sales teams and founders who are tired of spreadsheets. Related areas on their profile: CRM and Marketing. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Upstream Group is based in Charlotte, Vermont. You can read more at upstreamgroup.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

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