Upstream CRM

Plans and prices

Every plan, in full

On the record

Activities

Users can log calls, emails, meetings, and tasks, set reminders, and receive a daily email digest of tasks.upstreamcrm.com · read 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 · read 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 · read 12 Oct 2026

Collaboration

Team collaboration includes teammate @mentions in notes and role-based permissions.upstreamcrm.com · read 12 Oct 2026

Contacts

Contact management includes communication history and notes.upstreamcrm.com · read 12 Oct 2026

Free trial

Yesupstreamcrm.com · read 19 Sep 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 · read 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 · read 12 Oct 2026

Mobile

Upstream says its PWA can be installed like an app and accessed from any device.upstreamcrm.com · read 12 Oct 2026

Pipeline

The visual pipeline uses a Kanban view with drag-and-drop deals and customizable stages.upstreamcrm.com · read 12 Oct 2026

Product

Upstream describes itself as a CRM for tracking sales pipelines, managing deals, and organizing sales processes.upstreamcrm.com · read 12 Oct 2026

Reporting

Reports and dashboards include win-rate and conversion tracking, revenue forecasting, deal velocity metrics, and team leaderboards.upstreamcrm.com · read 12 Oct 2026

Visual sales pipeline

Yesupstreamcrm.com · read 19 Sep 2026

Paid from

29upstreamcrm.com · read 19 Sep 2026

Support

The Free plan includes email support, the Pro plan includes priority support, and Enterprise includes dedicated support.upstreamcrm.com · read 12 Oct 2026

Trial

The site offers a 14-day trial with full feature access, no credit card required, and cancellation anytime.upstreamcrm.com · read 12 Oct 2026

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