87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more FreeAgent CRM
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Salesflare
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Description | 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. Read more | GoCRM is an advanced CRM marketing software that offers organizations advanced state-of-the-art communication tools to improve their sales. It supports streamlined sales processes, scalable business growth besides enhancing the overall customer experience. Users can get their business leads imported from different online and offline sources in an automated manner. GoCRM comes loaded with a specialized toolkit that comprises options like website tracking, Zapier, call tracking, CSV import, etc, providing users with accurate leads tracking ability. Further, users can distribute individual leads in a random or manual way, among their teammates. Advanced workflows within the software, enables team members to get automatic notifications on relevant leads and schedule follow up via their email or VoIP phone. Users can easily place and record business calls, voicemails, messages by utilizing the cloud-based VoIP system offered by GoCRM. The software further integrates with major email providers to ensure that users do not miss any important emails. It also helps with tasks & appointment management, GPS check-ins, maximizing marketing ROI, etc. Read more | FreeAgent is a complete CRM platform with robust work management. It helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. It is designed for the new world of work, remote teams thrive with complete visibility into day-to-day activity, real-time collaboration, and powerful code-free customization. By eliminating time spent searching for information and manual entry, FreeAgent empowers leaders to optimize sales, marketing, customer success, project management. Read more | Salesflare is a niche tool for small and medium-sized business owners operating with a B2B model and works as a complete CRM tool for them. It provides the data inputs that reps need for their selling so that they can focus more on their core capabilities. It boosts their productivity by automatically assisting them with every follow-up opportunity. Users can collaborate quickly with prospects since the tool shows what was discussed with every prospect in past meetings or calls. Salesflare can also plugin other tools into the existing technological ecosystem. Leading apps and platforms that the tool can integrate with include Gmail, Office 365, Exchange, iCloud, PieSync, and Zapier. Users can use fully automated contact and company information since the tool can seamlessly gather such information from emails, email signatures, social profiles, and more. And when tasks are complete, Salesflare automatically reports them by connecting to calendars and mobile phones to log meetings. Read more |
Pricing Options |
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SW Score & Breakdown |
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards |
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# 19 Most Popular # 11 Highly Rated |
Total Features |
21 Features
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21 Features
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24 Features
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25 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
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Ease of Use, Automated Data Entry, Extensive Integrations, Gmail Integration Limited Email Functionality, Limited Reporting Functionality , Inconsistent Notifications, Lack of Multi-Pipeline Functionality |
Review Summary |
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Overall, users are impressed with the user-friendly interface, effective lead management capabilities, and seamless integration options offered by the software. Reviewers appreciate its ability to streamline sales processes, increase productivity, and improve communication within their teams. They highlight the customizable dashboards and reporting features as valuable tools for tracking performance and making data-driven decisions. Although some users mention occasional technical issues and a slight learning curve, most find the software intuitive and easy to use. Many reviewers also express satisfaction with the responsive customer support provided by the company. |
Read All User Reviews | Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Take Off $29.00 $29.00 per user / month The Climb $49.00 $49.00 per user / month Cruise Control Custom |
GoCRM $39.00 $39.00 per user / month |
Contact Management $35.00 $42.00 per user / month B2B Sales $75.00 $90.00 per user / month B2B Full Funnel Sales $100.00 $120.00 per user / month Help Desk $50.00 $60.00 per user / month B2B Customer Service $75.00 $90.00 per user / month Project Management $25.00 $30.00 per user / month Agile PPM $50.00 $60.00 per user / month IT Management $75.00 $90.00 per user / month |
Growth $29.00 $35.00 per user / month Pro $49.00 $55.00 per user / month Enterprise $99.00 $99.00 per user / month Free Trial Free |
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View Detailed Pricing
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Videos |
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Company Details | Located in: Sunnyvale, California | Located in: Pharr, Texas | Located in: Walnut Creek, California | Located in: Antwerp, Flemish Region Founded in: 2014 |
Contact Details |
Not available https://upilot.com/ |
+1 956-508-9189 https://gocrm.io/ |
Not available https://freeagentcrm.com/ |
+32 499-21-77-82 https://salesflare.com/ |
Social Media Handles |
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