Upsmart vs Sales Surge: setting up Pipedrive, or building your commercial process?

How do Upsmart and Sales Surge compare?

Both agencies are Pipedrive Platinum Partners. See both Marketplace profiles: Pipedrive Marketplace: Sales Surge, Pipedrive Marketplace: Upsmart.

Upsmart figures come from public sources, retrieved on 12 October 2026. "Not listed" means it does not appear on the service pages of upsmart.nl on that date.

When do you choose Sales Surge?

Setting up Pipedrive is where we start, not where we stop. We work for teams that are larger than a standard setup can handle and want one partner for the whole commercial process. In practice that looks like this:

• Several teams and pipelines, each with its own stages and its own reporting.
• Permissions per team or role, with visibility groups so not everyone sees everything.
• Integrations with your ERP and finance systems through the API, so orders and invoices are not typed in twice.
• Migration with history: deals, notes, activities and custom fields come along from your old CRM.
• Adoption you can measure: Surge Adopt shows per user what happens in Pipedrive and where coaching is needed.
• Reporting across objects: Surge Reports puts deals, activities and organisations in one report.
• Own apps inside the deal when standard Pipedrive stops, such as booking with a fee or check-in on an iPad.
• Calling at volume: dialer campaigns that refill themselves from Pipedrive filters, with notes back on the deal.
• Automation in Make that keeps CRM, apps, telephony and finance in step.
• A blueprint in 25 fixed parts, before anything gets built.
• Delivery in phases with proof per phase. You pay per phase in advance, so you see what is done before the next phase starts.

Custom where it has to be, ready-made where it can be.

What does that look like for a larger team?

Vita Brevis Fine Art runs its whole business from Pipedrive: booking with a $250 fee inside the deal, check-in on an iPad, ProSelect orders onto the deal, JustCall campaigns refilled from Pipedrive 4 times a day and Surge Reports over every source. From one shared login and more than 70 pipelines to 21 users and 3 pipelines, in 22 weeks.

Frequently asked questions