UPilot 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

UPilot

4.9

(7)

Pricing

Starting at $29.00 per month

About UPilot

UPilot is a cloud-based customer relationship management (CRM) solution that helps small to midsize businesses with budgeting, lead tracking and reporting. Its key features include real-time analytics, revenue control, sales pipeline and supplier management.

The application comes with a radar module that lets managers control multiple customer accounts, monitor team activity and analyze conversion rates. Administrators can use the solution to implement role-based access and provide data visibility for staff. With its forecasting framework, team members can calculate cash flow, manage recurring revenue and process multiple payments.

UPilot integrates with third-party platforms such as MailChimp, Google Sheets, QuickBooks, Xero, Marketo, Asana, Slack, Outlook, Exchange Calendar and Zapier. The solution comes with an iOS application and support is provided via email and chat.

UPilot Screenshots

UPilot Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Basic

$29.00

per feature, per month

No plan information available

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UPilot Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of UPilot
Access Controls/Permissions
Activity Tracking
API
Calendar/Reminder System
Collaboration Tools
Contact Database
Contact Management
CRM
Customizable Fields
Document Storage
Email Marketing
Email Templates
Forecasting
Goal Setting/Tracking
Interaction Tracking
Internal Chat Integration
Lead Management
Marketing Automation
Mobile Access
Product Catalog
Referral Tracking
Reporting & Statistics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Social Media Integration
Templates
Third-Party Integrations
User Management

UPilot Integrations

Jira

Procore

GoTo Meeting

Xero

Google Drive

ActiveCampaign

See all 25 integrations

UPilot User Reviews

Overall Rating

4.9

Ratings Breakdown

86%

14%

Secondary Ratings

Ease of Use

5.0

Value for money

4.7

Customer support

4.9

Functionality

4.9

Priyansh K.

Verified reviewer

Animation

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed December 2022

A comprehensive solution for small business owners

I recently used UPilot for my small business and was extremely satisfied with the results. The platform was easy to navigate and offered a wide range of features that helped streamline my workflow and increase productivity.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the things I appreciated the most about UPilot was the customer service. Whenever I had a question or needed assistance, the team was quick to respond and provide helpful solutions.In terms of features, UPilot offers everything a small business could need. From project management tools to invoicing and payment options, the platform has it all. The interface is clean and intuitive, making it easy for me to manage all aspects of my business from one central location.Overall, I highly recommend UPilot for any small business owner looking to streamline their workflow and increase efficiency.

Cons:

However, there are a few cons to consider. One is that the platform can be a bit pricey for smaller businesses on a tight budget. Another is that some of the advanced features may be overwhelming for users who are new to project management software. Finally, there have been occasional issues with the platform's stability, resulting in occasional downtime.

Mishal R.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed October 2024

UPilot: The Smart Unified CRM

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My overall experience with UPilot has been highly positive. The platform offers a user-friendly interface that makes navigating customer management straightforward. I appreciate the robust features, like multi-channel communication which have helped streamlined our processes. The overall functionality and support have made UPilot an invaluable asset to our operations. It’s a solid choice for anyone looking to enhance their CRM experience. Plus it is packed with enterprise features for such a good pricing point.

Cons:

while the platform is generally intuitive, occasional minor bugs can disrupt the user experience. Lastly, certain integrations with third-party applications could be improved to enhance overall functionality and flexibility.

Reasons for choosing UPilot

Enterprise Features at a very good price. Does almost everything that other big CRMs do and so much easier to use.

Reasons for switching to UPilot

its user-friendly interface made it easy to adopt without extensive training. UPilot offers a set of features—like multi-channel communications, some really helpful insights and analytics, some neat AI features and so much more at a competitive price point, making it accessible for budget friendly options.

An H.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2021

Functional, Modern, Friendly UI, Good UX & Beautiful Report

360-degree view for contact, the design easily to view - track - addin - functionally. Deals could add Multiple Contact depends on Company Hierarchy which as Decision Maker, Influencer, .... Customization is the greatest, you could input a ton of text boxes. Report - Goals in one place and virtual to view also edit. This Upilot rock the CRM game. You should try it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Goals - Reporting - Forecast - Close Ratio,... a lot of report you could enable as Dial in Upilot. They make Report in beautiful, easy to see and track. That help you navigate sales process & plan & track for other activity (team using is great, I'm use for myself). 360 degree view, easily add other activity OR follow up. Pipeline & Deal table is colorful, virtual.

Cons:

For my only experiences, it's a little delay when open a record, thats it. Everything is great, I trial a dozen of CRM before and could make a commit with you that Upilot is the greatest one you should never miss it. Bulk Edit for Default/ Customize field is not available. Each page only view as 50 not more.

Reasons for choosing UPilot

They have a 360-degree view friendly that helps you review deal OR make a decision faster. They offer you a forecast/ goals/ activity report... something could replace with Upilot but not beauty.

Reasons for switching to UPilot

Limited of Customization, Not set up for Goals, No offer Sales Forecast, Unfriendly UX, Not Beauty UI, Oldschool UI

Leila B.

Verified reviewer

Management Consulting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2016

For the first time, using a CRM felt like fun!

I have used several leading CRMs, and as a user, it made me cringe to think about entering data and using them. What surprised and impressed me when I started using UPilot, was that they not only made it extremely easy to transition over to their system, but I actually wanted to use it because the interface is so strong, attractive, and even fun/engaging. The UI (which is more important than I realized), the functionality, and the simplicity are the key advantages of UPilot. I strongly recommend it to anyone who wants to upgrade their current CRM.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Excellent UI , the functionality, and the simplicity, Gmail integration

Cons:

Integrations with Marketing system - but then I guess they would roll them out with time

Betsy G.

Education Management

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2016

Absolutely amazing customer service and support; beautiful dials to track sales and growth.

They are always available for support; they respond quickly and are very careful to make sure we understand the process we are trying to learn. They have even helped us by doing a job for us! Everyone is friendly and makes us feel like we know them, and they know us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We love the way UPilot makes us effective and efficient with our contacts and deals. We do not worry now about customers "falling through the cracks." I wanted a CRM that did not make our Reps data entry people, BUT that actually functioned to help them do their job and stay close to their customers. UPilot does exactly that. UPilot provides the information to have monthly meetings with our Reps has been very helpful in showing them where they need work and where they are exceeding.

Cons:

None right now as they are continuously working to make their product better; and, we benefit from this improvement.

James S.

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed December 2016

UPilot is an efficient and effective CRM

The mapping components of UPilot are very helpful for us working with global airlines enabling hyper-target search, updates, et al. based on various search criteria surrounding contacts and deals. Customer support is very responsive and willing to go the extra mile.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As I drive much outbound prospecting, aspects of managing outreach and follow-up tracking is quite useful - the interface provides an excellent flow for this

Hoàng Duc M.

Information Technology and Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed October 2017

A very impressive CRM software with a gamification driven design.

2-way email, visual Sale pipeline, Amazing dashboards, Ease of use, Amazing support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The app is really fast (compared to many other SaaS), and the design is impressive. It is clean and easy to use and administer.

Cons:

Nothing important to mention as least liked. They do not have a free plan, but then again, the product is designed for larger teams and not freelancers.

Showing 1 - 7 of 7 Reviews

See All Reviews