--- title: "UPilot Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about UPilot Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/149388/UPilot/" page_type: "product" language: "en" --- # UPilot Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Per Feature, Per Month Free trial available Includes Free Version 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. [4.3 (6,994)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $29 Per Feature, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (7) Ease Of Use 4.2 (4,383) Value For Money 4.7 (7) Value For Money 4.3 (3,512) Customer Service 4.9 (7) Customer Service 4.1 (3,522) ## UPilot alternatives Highest Rated [4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,482)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,806)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/61368/Salesforce/) [eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) [4.5 (825)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152769/eWay-CRM/) [View all alternatives](https://www.capterra.com/p/149388/UPilot/alternatives/) ## FAQs about UPilot Overview ### What company size and specific industries is UPilot built for? UPilot is designed for growing small businesses that have outgrown a basic small business CRM but do not need a complex enterprise CRM. It is aimed at companies needing more capability as they scale, rather than a specific industry, making it suitable for general business use across sectors. Features and Usability ### What are the key features of UPilot? UPilot offers CRM, deal management, lead management, and pipeline management for tracking sales opportunities. It also includes email templates, email management, sales automation, forecasting, reporting and analytics, contact management, customizable fields, role-based permissions, and third-party integrations for managing sales workflows and customer data. Integrations ### Which third-party tools and platforms does UPilot integrate with? UPilot connects natively to over 20 integrations across CRM, email, productivity, and project management tools. Key options include ActiveCampaign, Asana, Gmail, Google Calendar, Google Drive, HubSpot CRM, Jira, Mailchimp, Microsoft 365, and QuickBooks Online, with additional support for Basecamp, Brevo, Drip, GoTo Meeting, and LinkedIn for Business. Getting Started and Support ### What training and onboarding options does UPilot offer? UPilot provides in person training, live online sessions, and documentation to help teams get started. In person training supports direct, onsite guidance, live online sessions allow remote instruction, and documentation offers written reference material for setup and feature review. Getting Started and Support ### What customer support options does UPilot offer? UPilot provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback on support is available here, so user experience with response speed, helpfulness, or common support issues cannot be summarized. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) UPilot supports all three features that reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales cycle, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into sales activity, and close opportunities with greater consistency. 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 Sales Pipeline Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status 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 Task Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression 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. UPilot 41 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Forecasting: Form predictions based on past and present data/trends - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Product Catalog: Present a catalog of inventory that customers can view - Referral Tracking: Log and store the source of contacts/leads - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.