Frequently asked questions
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What is Upsell CRM?
A property and owner database built for commercial real estate brokers — properties, contacts, sales comps, leads, deals, and listings, all linked together, with a map view and Excel import/export. It's built to feel like a spreadsheet you already know how to use, not enterprise software you need training for.
Is there a free trial?
Yes — 30 days. You choose a plan and enter a card when you sign up, but nothing is charged until the trial ends, and cancelling before then costs you nothing. You can invite your team during the trial too.
How does pricing work if I add teammates?
Each plan includes a set number of seats — 2 on Solo, 5 on Team, 15 on Company. Add someone beyond that and it's a flat CAD 20/month per extra seat, on every plan. Inviting or removing a teammate adjusts your subscription automatically; there's no manual step. See the pricing page for the full breakdown.
Is my data private from other companies using Upsell CRM?
Yes. Every account's data is isolated at the database level, not just hidden in the interface — one company's properties, contacts, and deals are never visible to another account, even in principle.
Can multiple people on my team see the same data?
Yes — that's the point of adding teammates. Everyone you invite shares the same properties, contacts, and deals as one workspace, not separate copies. You control who can invite or remove people and manage billing from the Team tab.
Can I import my existing spreadsheets?
Yes — every list accepts Excel or CSV import. It recognizes common column names automatically, and anything it doesn't recognize becomes a custom field instead of getting dropped, with a preview before anything is actually saved.
Can I get my data out if I ever want to leave?
Yes — every list exports to Excel at any time, in full. Your data was never locked in to begin with.
Is there a mobile app?
The web app works fully on mobile browsers, and it's installable as a home-screen app on both iPhone and Android — full-screen, its own icon, no browser bar. It isn't a native App Store / Google Play app.
Can I cancel anytime?
Yes, anytime, from the Billing tab — no lock-in contract.
How do I get help if I run into a problem?
Reach out through the contact form — we respond within one business day.