logo

UPilot

UPilot integrates pipeline management, automation features, and secure cloud hosting into a single, user-friendly interface. Although the initial setup might se...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

UPilot integrates pipeline management, automation features, and secure cloud hosting into a single, user-friendly interface. Although the initial setup might se...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

UPilot integrates pipeline management, automation features, and secure cloud hosting into a single, user-friendly interface. Although the initial setup might seem intricate for newcomers, its structured guidance enables teams to quickly acclimate. This platform is an excellent option for B2B organizations aiming to oversee deals, data, and expansion without added complications.

Product Details

What Is UPilot?

UPilot serves as a comprehensive customer relationship management (CRM) solution crafted to integrate sales, marketing, and support functions seamlessly. It features a visual pipeline, automated follow-ups, real-time analytics, and access controls tailored to user roles—all without restricting vital functionalities to enterprise-level subscriptions. The software's native integrations and user-friendly interface (UI) assist businesses in optimizing workflows and fostering growth.

What Is UPilot Best For?

This platform excels particularly in its ‘Pipeline Management’ capability. It empowers teams to track their deals through various stages, modify probabilities, and oversee the total pipeline value in real time. Additionally, its user-friendly design aids sales teams in maintaining organization, spotting stalled deals, and accurately forecasting revenue. This makes it an effective resource for navigating intricate B2B sales processes.

UPilot Pricing

UPilot presents straightforward pricing based on user count, starting at $49 per user each month. A free trial is also available. You can request a customized pricing quote for your business today!

Note: Pricing may vary.

UPilot Integrations

The platform connects with prominent services and third-party applications, including:

  • Gmail

  • Office 365

  • Mailchimp software

  • Google Sheets software

  • QuickBooks

  • Xero Accounting Solution

  • Google Calendar

Schedule a complimentary UPilot demo to explore more about its integration capabilities.

Who Is UPilot For?

UPilot is ideal for startups, small to medium-sized enterprises (SMBs), and growing B2B firms across diverse sectors such as:

  • Software as a Service (SaaS)

  • Technology

  • Consulting

  • Logistics

  • Education

  • Marketing agencies

Is UPilot Right For You?

If your business seeks to consolidate sales, marketing, and support processes without juggling multiple disconnected tools, UPilot is an excellent option. The software provides built-in forecasting capabilities, customizable pipelines, and real-time analytics without any concealed upgrades. Renowned for its intuitive design and unlimited contact model, UPilot easily accommodates complex B2B workflows while ensuring simplicity and transparency.

The platform offers over 200 ready-to-use reports from the outset, enabling teams to make informed decisions based on data, monitor performance, and project revenue accurately. Its private cloud solutions, encrypted backups, and role-based access controls further enhance its dependability for growing teams.

If you're still uncertain about whether it aligns with your business strategy, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Unified CRM platform that combines sales, marketing, and support in one solution
  • ✔ Over 200+ ready-to-use reports for performance tracking
  • ✔ Offers multi-channel communication

Cons

  • ✘ Minor delays when opening records or navigating between modules
  • ✘ User experience needs improvement

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with UPilot.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Support is available via email, live chat, and an integrated ticketing system.

Yes, Upilot provides API access for custom integrations and advanced workflows.

UPilot integrates with Gmail, Office 365, Mailchimp, Google Sheets, QuickBooks, Xero, Slack, Asana, and Marketo.

The vendor offers transparent pricing based on the number of users starting from $49/user/month. Get in touch with us for a tailored UPilot price estimate.

Yes, it offers a mobile app for both Android and iOS.

The platform is used by startups, SMBs, and mid-sized B2B companies across industries like SaaS, consulting, logistics, education, and marketing.

Upilot is primarily available in English.