UPilot

About UPilot

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.

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Pricing

Free Trial Available
Starts at $29.00. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%
Reviews

71%
Momentum

61%
Popularity

69%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

UPilot Features

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Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%

Unique Features

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Document Management

Ability to store and manage various information and documents in electronic format.

UPilot Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

Take Off $29.00 $29.00 per user / month

Features

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
Email templates
Zero email distractions
Document Management
Mobile Android and iOS apps
KPI Dashboard
Sales and Opportunity Leaderboard
Sales Goals Management
Integration with 100s of Apps
Security - Data
Security - Mobile
Online knowledge base and email support

The Climb $49.00 $49.00 per user / month

Feature

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

Cruise Control Custom

Features

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

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 10/07/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about UPilot Pricing