Who Uses This Software?

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.


Average Ratings

4 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • UPilot
  • upilot.com/
  • Founded 2016
  • United States

About UPilot

The next generation CRM that revolutionizes sales efficiency through social and contextual intelligence and real-time quality insights. Visual pipeline Management, Dashboard, Role-based access and controls.


UPilot Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

UPilot Reviews Recently Reviewed!

A very impressive CRM software with a gamification driven design.

Oct 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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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.

Overall: 2-way email, visual Sale pipeline, Amazing dashboards, Ease of use, Amazing support.

UPilot is an efficient and effective CRM

Dec 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: 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.

Recommendations to other buyers: UPilot 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.

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

Dec 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Highly 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.

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

Nov 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: 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.

Recommendations to other buyers: If you are growing out of simple contact management systems or want to avoid getting into very complex solutions, UPilot is a better alternative.