UPilot

UPilot

Customer Relationship Management solution for SMBs

5/5 (4 reviews)

UPilot Overview

UPilot is a sales customer relationship management platform that helps small to mid-sized businesses forecast, automate, and generate reports. The platform enables users to track customer interactions, key performance reports, and sales cycles. UPilot comes with revenue forecasting functionality which helps users manage investments and growth.

Primary features of UPilot include visual pipeline management, auto-log emails, real-time analytics, contact lists, email synchronization, email templates and drafts, task delegation, reporting insights, and role-based access. Plus, the platform allows users to create lists of contacts into partners, VIP customers, vendors and suppliers.

UPilot helps users manage data access by allowing them to create, edit, delete, view or export a contact. The platform provides productivity add-ons to train multiple systems to be turned on or off based on demand. UPliot integrates with third-party applications such as Trello, JIRA, Asana, Zapier, Process Street, Zoom, GSuite, Microsoft Exchange, Office 365, Slack and LinkedIn.

Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported Languages

English

UPilot Reviews

Overall rating
5/5
100% positive reviews
4
Excellent
0
Very good
0
Average
0
Poor
0
Terrible
Betsy G.

Absolutely amazing customer service and support; beautiful dials to track sales and growth.

Used Daily for 6-12 months
Reviewed on 2016/12/07
Review Source: Capterra

They are always available for support; they respond quickly and are very careful to make sure we understand the process we are trying to learn. They have even helped us by doing a job for us! Everyone is friendly and makes us feel like we know them, and they know us.

Pros

We love the way UPilot makes us effective and efficient with our contacts and deals. We do not worry now about customers "falling through the cracks." I wanted a CRM that did not make our Reps data entry people, BUT that actually functioned to help them do their job and stay close to their customers. UPilot does exactly that. UPilot provides the information to have monthly meetings with our Reps has been very helpful in showing them where they need work and where they are exceeding.

Cons

None right now as they are continuously working to make their product better; and, we benefit from this improvement.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Leila B.

For the first time, using a CRM felt like fun!

Used Daily for 6-12 months
Reviewed on 2016/11/30
Review Source: Capterra

I have used several leading CRMs, and as a user, it made me cringe to think about entering data and using them. What surprised and impressed me when I started using UPilot, was that they not only made it extremely easy to transition over to their system, but I actually wanted to use it because the interface is so strong, attractive, and even fun/engaging.

The UI (which is more important than I realized), the functionality, and the simplicity are the key advantages of UPilot. I strongly recommend it to anyone who wants to upgrade their current CRM.

Pros

The Excellent UI , the functionality, and the simplicity, Gmail integration

Cons

Integrations with Marketing system - but then I guess they would roll them out with time

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
James S.

UPilot is an efficient and effective CRM

Used Daily for 6-12 months
Reviewed on 2016/12/12
Review Source: Capterra

The mapping components of UPilot are very helpful for us working with global airlines enabling hyper-target search, updates, et al. based on various search criteria surrounding contacts and deals. Customer support is very responsive and willing to go the extra mile.

Pros

As I drive much outbound prospecting, aspects of managing outreach and follow-up tracking is quite useful - the interface provides an excellent flow for this

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Hoàng duc M.

A very impressive CRM software with a gamification driven design.

Used Daily for 1-5 months
Reviewed on 2017/10/04
Review Source: Capterra

2-way email, visual Sale pipeline, Amazing dashboards, Ease of use, Amazing support.

Pros

The app is really fast (compared to many other SaaS), and the design is impressive. It is clean and easy to use and administer.

Cons

Nothing important to mention as least liked. They do not have a free plan, but then again, the product is designed for larger teams and not freelancers.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

UPilot Pricing

Starting from
US$29,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

TAKE OFF - $ 29 per user / month
THE CLIMB - $ 49 per user / month - (minimum of 10 users)
CRUISE CONTROL - Contact UPilot - (minimum of 50 users)

UPilot Features

  • Activity Tracking
  • Contact Database
  • Custom Fields
  • Email Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

  • API
  • Activity Dashboard
  • Automatic Notifications
  • CRM Integration
  • Calendar Management
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Reminders

Additional information for UPilot

Key features of UPilot

  • Contact Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Forecasting
  • Lead Management
  • Mobile Access
  • Product Catalog
  • Referral Tracking
  • Social Media Integration
  • Task Management
  • Territory Management
  • Workflow Management

Benefits

• UPilot comes with an integrated analytics dashboard that helps forecast data, and optimize and manage sales operations by automatically converting staff actions into actionable reports.

• Contact lists enable users to follow up and interact with customers by creating a database of contacts into prospects, vendors, suppliers and partners.

• The platform integrates itself with processes and allows users to create custom fields, pipelines, categories, tags, dashboards, reports, and more.

• UPilot provides auto-generated pipeline values with drag-and-drop adjustments, associated probability, and follow-up reports.

• The platform offers role-based access to showcase the performance of new hires, employee retention and competitor performance.

UPilot FAQs

Below are some frequently asked questions for UPilot.

Q. What type of pricing plans does UPilot offer?

UPilot offers the following pricing plans:

Starting from: US$29,00/month

Pricing model: Free, Subscription

Free Trial: Available

TAKE OFF - $ 29 per user / month
THE CLIMB - $ 49 per user / month - (minimum of 10 users)
CRUISE CONTROL - Contact UPilot - (minimum of 50 users)

Q. What are the main features of UPilot?

UPilot offers the following features:

  • Contact Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Forecasting
  • Lead Management
  • Mobile Access
  • Product Catalog
  • Referral Tracking
  • Social Media Integration
  • Task Management
  • Territory Management
  • Workflow Management

Q. Who are the typical users of UPilot?

UPilot has the following typical customers:

Mid Size Business, Public Administrations, Small Business

Q. What languages does UPilot support?

UPilot supports the following languages:

English

Q. What type of pricing plans does UPilot offer?

UPilot has the following pricing plans:

Free, Subscription

Q. Does UPilot support mobile devices?

We do not have any information about what devices UPilot supports

Q. What other apps does UPilot integrate with?

UPilot integrates with the following applications:

ActiveCampaign, Basecamp, Evernote, GoToMeeting, Highrise CRM, JIRA Software, Mailchimp, Procore, QuickBooks Online, Xero

Q. What level of support does UPilot offer?

UPilot offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support