Upsales is a Swedish-developed CRM system designed to help growth-oriented companies manage and scale their sales activities. With a strong focus on leads, meetings, and orders, Upsales keeps your pipeline moving and when connected to IntraManager Board, your most important sales data comes to life in live-updated, visual dashboards.

This integration transforms your data from static reports into a dynamic part of your sales team’s daily workflow.

By integrating Upsales with IntraManager Board, you can pull data from core sales areas such as:

• Meetings: Track booked, completed, and cancelled meetings

• Activities: Monitor calls, emails, and other sales efforts

• Orders and opportunities: See pipeline value, order status, and order lines

• NPS: Monitor customer experience and trigger action if the score drops

• Calls: Get insights into call volume and distribution across team members

You decide how to structure your dashboards using graphs, KPI views, gauges, or tables. This gives you a clear, customized overview whether you’re a sales manager, consultant, or account executive.

IntraManager Board doesn’t just help you see your numbers it helps you act on them.

You can:

• Enable notifications that trigger when orders close, NPS drops, or activity is lacking

• Run slideshows showing pipeline data and performance on big screens in the sales department

• Engage your team with gamification competing for most calls, highest order value, or shortest lead time

This way, your Upsales data becomes both a strategic tool and a daily driver of motivation and progress.

1. Connect Upsales with IntraManager Board
2. Select the datasets you want to visualize meetings, activities, orders, etc.
3. Design dashboards that reflect your KPIs and sales processes
4. Use notifications and slideshows to engage the team

Need help getting started? Visit our helpcenter for a step-by-step guide, or contact our support – we’re always ready to help.

Upsales is a user-friendly and efficient CRM tool for B2B companies focused on growth. The platform combines lead generation, meeting scheduling, order follow-up, and customer data in one solution that gives a clear picture of the entire sales journey.

When you combine Upsales with IntraManager Board, your sales data becomes visual and actionable so your team always knows where they stand and where they’re headed.

With an integration to Upsales and IntraManager Board, you get more than just data – you get overview, insight, and action.
Try IntraManager Board free for 30 days and see how visualizing your sales data can elevate your entire team.

➡ Contact us today and start working smarter.