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, E...