About Company

UPilot is a sales customer relationship management platform that helps small to mid-sized businesses forecast, automate, and generate reports. Sync all your contact’s emails and manage communication through an inbuilt next-generation email system. Get visibility into all your team’s communications with the prospects. A Visual Pipeline built on the principles of Kanban. Built-in a way to simplify your sales process and drive more intelligent sales through insights and clarity. Contact Lists and Views helps you segregate and arrange contacts as per your commercial, relationship, or bucket goals.

Pricing of UPilot

Take Off

USD 29

/User/Month

USD 0

  • UPilot Radar
  • Role-based access
  • Contact Management
  • Contacts Kanban Pipeline
  • Smart Lists
  • Auto Enrichment
  • Duplicate Blocking
  • Deals Kanban Pipeline
  • Manual Probability Override
  • Cash Flow Projections
  • Sales Forecasts
  • Forecast From Mixed Deals
  • Manage Complex Deals
  • Composite Deal Timeline
  • Deal Follow-up Monitoring
  • Team Activity Tracking
  • Delegate and Monitor Tasks
  • External Collaborators
  • GSuite
  • Office 365
  • and Exchange server integration
  • No 3rd party APIs used to sync emails
  • Email Visibility Hierarchy
  • Ema

The Climb

USD 49

/User/Month

USD 0

  • Includes features of Take Off plan
  • plus
  • Audit logs
  • Deep email sync
  • Retain email history
  • Advanced Custom Reports
  • Multiple Teams
  • Multi-currency
  • Personal Languages
  • Linked UPilot accounts
  • Dedicated Support
  • Free Onboarding
  • EEA Data center
  • Canadian Data center
  • UK Data center
  • Includes features of Take Off plan
  • plus
  • Audit logs
  • Deep email sync
  • Retain email history
  • Advanced Custom Reports
  • Multiple Teams
  • Multi-currency
  • Personal Languages
  • Linked UPilot accounts
  • Dedicated Support
  • Free Onboarding
  • EEA Data c

Cruise Control

USD 0

USD 0

  • Includes features of The Climb plan
  • plus
  • All addons automatically included
  • Training for all new staff
  • Includes features of The Climb plan
  • plus
  • All addons automatically included
  • Training for all new staff

Key Features of UPilot

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Specification

Other Categories:

CRM Software, CRM Software For Small Business

Deployment:

Cloud Hosted

Customer Support:

Business Hours,Online (Ticket)

Customization:

No

Languages Support:

English

Who uses UPilot

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: UPilot
  • Headquarter: Sunnyvale, California United States
  • Website: Visit Website
  • Social Media:

Description

UPilot Video

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UPilot Complete CRM Software Comparisons

Vs
Follow Up Boss Vs UPilot

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Follow Up Boss Vs UPilot and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Follow Up Boss Vs UPilot based on 30+ factors so that you can make the best decision to automate your Business.

Compare Now
Vs
YetiForce CRM Vs UPilot

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined YetiForce CRM Vs UPilot and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of YetiForce CRM Vs UPilot based on 30+ factors so that you can make the best decision to automate your Business.

Compare Now
Vs
SalezShark Vs UPilot

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined SalezShark Vs UPilot and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of SalezShark Vs UPilot based on 30+ factors so that you can make the best decision to automate your Business.

Compare Now
Vs
Apptivo Vs UPilot

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Apptivo Vs UPilot and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Apptivo Vs UPilot based on 30+ factors so that you can make the best decision to automate your Business.

Compare Now

UPilot Screenshots

FAQ's

UPilot has 3 plans,

  • Take Off USD 29 /User/Month
  • The Climb USD 49 /User/Month
  • Cruise Control USD 0

UPilot is the CRM Software Used for the below functionalities

Top 5 UPilot features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

UPilot provides Business Hours,Online (Ticket) support.

UPilot is not allowing Free Trial.