# UPilot Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about UPilot Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/149388/UPilot --- # UPilot Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) UPilot ## What is UPilot? UPilot is an advanced Sales CRM (Customer Relationship Management) platform. The features within Upilot is designed considering both Sales Process Customization needs and Sales professionals. It is highly sophisticated, particularly simple to use with incredible visualization. We built UPilot with a single vision of making a Sales Person win, with the right resources at disposal. ## What is UPilot used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Per Feature, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for UPilot?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://upilot.com/&name=UPilot) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### UPilot 4.9 (7) VS. [4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $29 Per Feature, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (7) Ease Of Use 4.4 (4,352) Value For Money 4.7 (7) Value For Money 4.3 (3,488) Customer Service 4.9 (7) Customer Service 4.4 (3,496) ## UPilot alternatives [4.7 (724)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month [4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month [4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Highest Rated [4.8 (348)](https://www.capterra.com/p/77189/The-Magazine-Manager/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/149388/UPilot/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Mobile Access 3.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Contact Database 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Marketing Automation 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Reporting/Analytics 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data UPilot 36 features Define levels of authorization for access to specific files or systems Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases Notifications/alerts for upcoming events or tasks Provides a channel for team members to share media files, communicate, and work together Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Form predictions based on past and present data/trends Establish measurable goals and objectives and track their progress over a specific period of time Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Present a catalog of inventory that customers can view Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Group leads or contacts based on their specific characteristics Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.9 (7) 4.9 Based on 7 reviews ## Pricing Value for money 4.7 (7) Free Trial Free Version Basic $29.00 Per Feature,Per Month Value for money 4.7 (7) 4.7 Based on 7 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Basecamp](https://www.capterra.com/p/56808/Basecamp/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (7) 4.9 Based on 7 reviews ## User reviews Overall rating 4.9 Based on 7 reviews Filter by rating 5(6) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MR Mishal R. Marketing Manager Information Technology and Services ### "UPilot: The Smart Unified CRM " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 2024 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. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) 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. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Priyansh K. Owner Animation ### "A comprehensive solution for small business owners" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 18, 2022 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AH An H. Client Relationship Management Marketing and Advertising ### "Functional, Modern, Friendly UI, Good UX & Beautiful Report " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 16, 2021 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. 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. Switched from [CompanyHub](https://www.capterra.com/p/150740/CompanyHub-CRM/) [Capsule](https://www.capterra.com/p/124041/Capsule/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) Limited of Customization, Not set up for Goals, No offer Sales Forecast, Unfriendly UX, Not Beauty UI, Oldschool UI Alternatives considered [Capsule](https://www.capterra.com/p/124041/Capsule/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/) [RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HD Hoang Duc M. CEO Information Technology and Services ### "A very impressive CRM software with a gamification driven design." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 4, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS James S. Director, Business Development Americas Information Technology and Services ### "UPilot is an efficient and effective CRM " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 12, 2016 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BG Betsy G. Director Education Management ### "Absolutely amazing customer service and support; beautiful dials to track sales and growth." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 7, 2016 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Leila B. Team Growth Strategist Management Consulting ### "For the first time, using a CRM felt like fun!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2016 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/149388/UPilot/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)