--- title: "UPilot Software Reviews, Demo & Pricing - 2026" description: "Review of UPilot Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/upilot-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / UPilot Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # UPilot Review From $29/month Free version Free trial 1 plan Wondering if UPilot is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview UPilot 4.9 [(7)](https://www.softwareadvice.com/crm/upilot-profile/#reviews) Pricing Starting at $29.00 per feature 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. Wondering if UPilot is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## UPilot User Interface ## Popular UPilot Alternatives Main Product UPilot 4.9 [(7)](https://www.softwareadvice.com/crm/upilot-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 4.71Value for money - 4.86Customer support - 4.86Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4482)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18806)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6994)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(622)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(742)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Deal Management Document Storage Email Marketing Email Templates Forecasting Goal Setting/Tracking Interaction Tracking Internal Chat Integration Knowledge Base Management Lead Management Marketing Automation Mobile Access Pipeline Management Product Catalog Referral Tracking Reporting & Statistics Role-Based Permissions Sales Forecasting Sales Reports Sales Trend Analysis Social Media Integration Tagging Templates Third-Party Integrations User Management ## UPilot Integrations Jira Integration rated undefined from -1 review Procore Integration rated undefined from -1 review GoTo Meeting Integration rated undefined from -1 review Xero Integration rated undefined from -1 review Google Drive Integration rated undefined from -1 review ActiveCampaign Integration rated undefined from -1 review See all 25 integrations ## UPilot User Reviews ## UPilot customer ratings - Overall rating: 4.9/5 - Total reviews: 7 ### Rating distribution - 5 stars: 6 reviews (86%) - 4 stars: 1 reviews (14%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 5/5 - Value for money: 4.7/5 - Customer support: 4.9/5 - Functionality: 4.9/5 --- Have you used UPilot and would like to share your experience with others? ### A comprehensive solution for small business owners - Overall rating: 4/5 - Reviewer: Priyansh K. - Verified reviewer: Yes - Industry: Animation - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: December 2022 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### UPilot: The Smart Unified CRM - Overall rating: 5/5 - Reviewer: Mishal R. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Functional, Modern, Friendly UI, Good UX & Beautiful Report - Overall rating: 5/5 - Reviewer: An H. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2021 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### For the first time, using a CRM felt like fun! - Overall rating: 5/5 - Reviewer: Leila B. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2016 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Absolutely amazing customer service and support; beautiful dials to track sales and growth. - Overall rating: 5/5 - Reviewer: Betsy G. - Industry: Education Management - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2016 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### UPilot is an efficient and effective CRM - Overall rating: 5/5 - Reviewer: James S. - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2016 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### A very impressive CRM software with a gamification driven design. - Overall rating: 5/5 - Reviewer: Hoàng Duc M. - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2017 - Review source details: This review was submitted organically. No incentive was offered 2-way email, visual Sale pipeline, Amazing dashboards, Ease of use, Amazing support. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **98** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **64** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18806) Recently recommended **63** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **62** times Stuck Between Options? Our experts can help you compare UPilot with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice