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Compare Salesforce Essentials vs Upserve

What is better Salesforce Essentials or Upserve? If you need a competent Sales Software product for your enterprise you should make time to compare various options. It doesn’t have to be complex, and can be as simple as matching their traits in a table like the one below. You will also get a brief idea how each product performs. As an example, on this page you can find Salesforce Essentials’s overall score of 9.6 and compare it against Upserve’s score of 8.9; or Salesforce Essentials’s user satisfaction level at 100% versus Upserve’s N/A% satisfaction score.

The comparison can help you see the strengths and weaknesses of each application, and decide which suits you requirements better. Aside from the main features, the application which is simple and intuitive is always the better option.

Currently, the leading products in our CRM Software category are: Freshsales, Salesforce CRM, HubSpot CRM.

SmartScore™

OUR SCORE 9.6

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 360-Degree Customer View
  • Account Management
  • Activity Feed
  • Activity Tracking
  • AppExchange Marketplace
  • Case Auto-Assignment
  • Case Escalation Rules and Queues
  • Collaboration Tools
  • Contact Management
  • Custom Profile
  • Einstein Activity Capture
  • Email Optimization
  • Lead Contact Account Management
  • Lightning App Builder
  • Opportunity Management
  • Page Layout
  • Reports and Dashboards
  • Salesforce Mobile App
  • Setup Assistant
  • Trailhead
  • Task Management

Pricing Info

Salesforce Essentials is packaged as one small business plan that integrates the lower-tier CRM and service features of Salesforce Cloud and Salesforce Service in one solution. The plan enables small businesses to leverage the Salesforce architecture for their sales, marketing and customer service needs.

Salesforce Essentials – $25/user/month (annual; $30 if monthly)

  • Up to 10 users
  • Guided onboarding and setup
  • Automatically track emails & meetings
  • Manage leads, opportunities, & accounts
  • Create custom dashboards & reports
  • Deliver social and email support
  • Save time with customer self-service

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Salesforce Essentials connects with a wide array of business apps with AppExchange, such as:

  • G Suite
  • Facebook
  • Twitter
  • GetFeedback
  • Dropbox
  • HelloSign
  • MailChimp
  • Xactly
  • Nicereply

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A robust, feature-rich CRM-service solution for sales and support teams of small businesses

Company Email

Contact No.

Company's Address

The Landmark at One Market, Suite 300,
San Francisco, CA, 94105
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.9

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $59

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Upserve POS
  • First + additional terminals
  • Guest Trends
  • Logbook
  • Offline Mode
  • Training Mode
  • Server Performance
  • Menu Optimization
  • Upserve Payments
  • Transaction Search
  • Sales, Product & Labor Reporting
  • Transaction Fee
  • Transparent Batch/Deposit Info
  • EMV
  • Upserve Workforce
  • Upserve Loyalty
  • Guest Lifetime Value
  • Customizable Rewards Program
  • Upserve Inventory
  • 1-click Purchasing
  • Low Inventory Alerts
  • Vendor Management
  • Recipe Costing
  • Upserve Marketing
  • Reputation Management
  • Campaigns
  • Upserve Online Ordering
  • 3rd Party Platform Integrations
  • In-house Solution
  • Enterprise Account Management
  • Data API
  • Custom Reporting

Pricing Info

Upserve offers the following SMB and enterprise pricing. Here’s an overview of its plans:

Core – $59

  • Upserve POS (required) – $60/Terminal
  • Logbook
  • Guest Trends
  • Training Mode
  • Offline Mode
  • Upserve Payments
  • Sales, Product & Labor Reporting
  • EMV
  • Transaction Search
  • Transparent Batch/Deposit Info
  • Upserve Workforce
  • Recipe Costing
  • Vendor Management
  • 1-click Purchasing
  • Low Inventory Alerts
  • In-house Solution
  • 3rd Party Platform Integrations
  • Upserve Marketing
  • Campaigns
  • Reputation Management
  • Live Mobile App
  • 24/7 US-Based Support

Pro – $199

  • Upserve POS (required) – $50/Terminal
  • Logbook
  • Guest Trends
  • Training Mode
  • Offline Mode
  • Menu Optimization
  • Server Performance
  • Upserve Payments
  • Sales, Product & Labor Reporting
  • EMV
  • Transaction Search
  • Transparent Batch/Deposit Info
  • Upserve Workforce
  • Upserve Inventory
  • Recipe Costing
  • Vendor Management
  • 1-click Purchasing
  • Low Inventory Alerts
  • Upserve Online Ordering
  • In-house Solution
  • 3rd Party Platform Integrations
  • Upserve Marketing
  • Campaigns
  • Reputation Management
  • Upserve Loyalty
  • Customizable Rewards Program
  • Guest Lifetime Value
  • Live Mobile App
  • 24/7 US-Based Support

Pro Plus – $359

  • Upserve POS (required) – $40/Terminal
  • Logbook
  • Guest Trends
  • Training Mode
  • Offline Mode
  • Menu Optimization
  • Server Performance
  • Upserve Payments
  • Sales, Product & Labor Reporting
  • EMV
  • Transaction Search
  • Transparent Batch/Deposit Info
  • Upserve Workforce
  • Upserve Inventory
  • Recipe Costing
  • Vendor Management
  • 1-click Purchasing
  • Low Inventory Alerts
  • Upserve Online Ordering
  • In-house Solution
  • 3rd Party Platform Integrations
  • Upserve Marketing
  • Campaigns
  • Reputation Management
  • Upserve Loyalty
  • Customizable Rewards Program
  • Guest Lifetime Value
  • Live Mobile App
  • 24/7 US-Based Support
  • Custom Reporting
  • Data API
  • Enterprise Account Management

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Upserve seamlessly integrates with the following applications:

  • Bite
  • Upserve Workforce
  • Gather
  • Upserve Inventory
  • homebase
  • Chowly
  • Resy
  • HotSchedules
  • singleplatform
  • tock
  • Gusto
  • NextME
  • PlateIQ
  • Bevager
  • GrubHub for Restaurants
  • Open Dining Network
  • Synergy Suite
  • Higher Me
  • Zuppler
  • Gratuity Solutions
  • Menufy
  • BarVision
  • Upserve Online Ordering
  • LocalStake
  • BeerBoard
  • Upserve Loyalty
  • 7Shifts
  • Opticard
  • MarketMan
  • Orca Inventory & Ordering
  • TapHunter
  • CorkGuru
  • Bevspot
  • SwipeIt.com
  • Dolce Software
  • KitchenSync
  • Shogo
  • The Customer Connection
  • Restaurant365
  • Ctuit
  • PeachWorks
  • RSI
  • BeerSaver
  • Compeat
  • Better Chains
  • Venga
  • Trustwave
  • Avero

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A restaurant POS software with built-in payments and restaurant-grade terminals.

Company Email

Contact No.

Company's Address

Upserve
33 West 19th Street, Floor 5,
New York, New York 10010
USA

You don’t want just a wide set of features and flexible pricing plans from a well-known Sales Software. Almost as important as core features is a top-notch customer support. You want to ensure that if you have any questions about Salesforce Essentials or Upserve, or you run into a problem, or maybe you’ll need to request a certain revision or feature beneficial to your company you can rely on a responsive and helpful customer support. Examine whether options such as phone support, tickets or live chat are provided. Additionally, it’s a big plus if you are able to benefit from individual training or at least a knowledge base you can use.

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