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, O...


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Supported Operating System(s):

Web browser (OS agnostic)

4 Reviews of UPilot

Overall rating

5.00 / 5 stars

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December 2016

Betsy from Academic Edge

Company Size: 11-50 employees

Industry: Education Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.

November 2016

Leila from Scalability Solutions® LLC

Company Size: 2-10 employees

Industry: Management Consulting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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

December 2016

James from Cellpointmobile

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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

October 2017

Hoàng Duc from Wakeitup

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

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.