Best For

UPilot is the best alternative to migrating to complex CRM to meeting the needs of a growing business that a small business CRM cannot provide.

Product Details

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.

Contact Details

UPilot

https://upilot.com/

Founded in 2016

Located in United States

Sales Pipeline | Revenue
Well Designed Insights
Easy Role Based Access
Multiple Currencies
Zapier Integrations

Starting Price

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)
  • Online

UPilot Features

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

UPilot Reviews

Overall
5/5
Ease of Use
5/5
Customer Service
5/5

Showing Most Helpful

Showing 4 of 4 reviews

Showing Most Helpful

Showing 4 of 4 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Betsy G.
Director
Education Management, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
December 7, 2016

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

OverallThey 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.
ProsWe 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.
ConsNone right now as they are continuously working to make their product better; and, we benefit from this improvement.
Recommendations to other buyersHighly recommended to any company that does not want to go for Salesforce but wants a robust system to manage contacts, deals and sales numbers. Also, recommend UPilot for any businesses that are dealers selling products for larger companies.
Source: Capterra
December 7, 2016
Leila B.
Team Growth Strategist
Management Consulting, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
November 30, 2016

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

OverallI 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.
ProsThe Excellent UI , the functionality, and the simplicity, Gmail integration
ConsIntegrations with Marketing system - but then I guess they would roll them out with time
Recommendations to other buyersIf you are growing out of simple contact management systems or want to avoid getting into very complex solutions, UPilot is a better alternative.
Source: Capterra
November 30, 2016
James S.
Director, Business Development Americas
Information Technology and Services, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
December 12, 2016

“UPilot is an efficient and effective CRM ”

OverallThe 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.
ProsAs I drive much outbound prospecting, aspects of managing outreach and follow-up tracking is quite useful - the interface provides an excellent flow for this
Recommendations to other buyersUPilot is highly valuable for companies that host large lead prospect activity and looking for a streamlined, ease-of-use process to manage without having to understand a complex sales management system.
Source: Capterra
December 12, 2016
Hoàng Duc M.
CEO
Information Technology and Services, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 4, 2017

“A very impressive CRM software with a gamification driven design.”

Overall2-way email, visual Sale pipeline, Amazing dashboards, Ease of use, Amazing support.
ProsThe app is really fast (compared to many other SaaS), and the design is impressive. It is clean and easy to use and administer.
ConsNothing 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.
Reviewer Source 
Source: Capterra
October 4, 2017