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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
View Details
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85% 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
View Details
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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 | Lasso CRM is an intuitive customer relationship management software specially designed for different professionals such as Real Estate Dealers & Developers, Home Builders and New Home Agencies. Lead management feature within the software, helps users with lead capturing processes besides faster response rates. They also get to build deeper relationships with individual prospects and close in more sales. Moreover, an integrated e-marketing module, helps users generate and forward customer-specific emails featuring an improved opening rate. Lasso CRM, with its robust reporting module, enables business owners to get detailed insights into their overall performance, and take effective measures that will improve sales. Moreover, the customer relationship management solution with its powerful API offers seamless integration with external platforms, ERP and web forms, thus saving in a lot of time. Sales personals can leverage the software to build deeper relationships with clients, besides using client-specific rich profiles and notes history to generate more leads. Read more |
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| SW Score & Breakdown |
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
|
85% 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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| Total Features |
21 Features
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18 Features
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| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Scoring
List Management
Marketing Automation
Opportunity 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
Lead Scoring
List Management
Marketing Automation
Opportunity 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 |
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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| API Support |
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| User Rating |
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| Rating Distribution |
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Not Available
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| 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 |
Lasso CRM Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots | Not Available |
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| Videos |
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| Company Details | Located in: Sunnyvale, California | Located in: Richmond, Canada Founded in: 2002 |
| Contact Details |
Not available |
1.866.526.9955 |
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