UPilot
By UPilot
CRM Software
Onetime(Perpetual License)
About
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.
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Pricing
Take Off
USD29/User/Month
- 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
USD49/User/Month
- 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
USD0
- 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
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Frequently Asked Questions
How much does UPilot cost?
▼
UPilot offers 3 pricing plan(s):
- Take Off — USD29.00 /User/Month
- The Climb — USD49.00 /User/Month
- Cruise Control — USD0.00
What is UPilot used for?
▼
UPilot is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does UPilot offer a free trial?
▼
Yes, UPilot offers a 0-day free trial.
What support does UPilot provide?
▼
UPilot provides Business Hours,Online (Ticket) support.
Is UPilot cloud-based or on-premise?
▼
UPilot is Cloud Hosted software.
What training resources does UPilot offer?
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UPilot provides Help Guides,Blogs,Video Guides for training.
