UPilot Reviews & Pricing

by UPilot | Founded 2015, San Jose, California

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What is UPilot?

Industry Specialties: Serves all industries.

UPilot is a sophisticated CRM software designed to streamline sales processes and enhance customer relationship management. It is particularly well-suited for small to medium-sized businesses across various industries, including technology, finance, and professional services, due to its scalability and user-friendly interface. The platform offers unique benefits such as advanced sales automation, real-time analytics, and customizable dashboards, which empower teams to make data-driven decisions. Users appreciate its intuitive design and the ability to integrate seamlessly with other business tools, enhancing overall productivity. Compared to similar products, UPilot stands out for its affordability and ease of use, making it an attractive option for companies seeking a robust yet cost-effective CRM solution. Pricing details are not explicitly available, so it is advisable for potential users to contact SelectHub for a tailored quote that aligns with their specific requirements.

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User Sentiment i

Based on 5 reviews:

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#685

UPilot is ranked #685 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

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UPilot Pricing

Based on our most recent analysis, UPilot pricing starts at $29 (Monthly).

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Starting From: $29
Pricing Model: Monthly
Free Trial: Yes, Request for Free

Training Resources

UPilot is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for UPilot:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

UPilot Benefits and Insights

Why use UPilot?

Key differentiators & advantages of UPilot

Enhanced Productivity: UPilot streamlines workflows by automating repetitive tasks, allowing teams to focus on strategic activities that drive growth.
Improved Customer Insights: By consolidating customer data, UPilot provides a 360-degree view of client interactions, enabling more personalized and effective communication.
Seamless Collaboration: The platform facilitates real-time collaboration among team members, ensuring everyone is aligned and informed, which reduces miscommunication.
Data-Driven Decision Making: UPilot's robust analytics tools help businesses make informed decisions by providing actionable insights derived from customer and sales data.
Scalability: As your business grows, UPilot scales effortlessly, accommodating increased data and user demands without compromising performance.
Cost Efficiency: By integrating multiple functionalities into a single platform, UPilot reduces the need for additional software, lowering overall operational costs.
Enhanced Security: With advanced security protocols, UPilot ensures that sensitive customer data is protected against unauthorized access and breaches.
Customizable Workflows: UPilot allows businesses to tailor workflows to their specific needs, enhancing operational efficiency and adaptability.
Increased Sales Efficiency: By automating lead management and follow-ups, UPilot helps sales teams close deals faster and more effectively.
Time Management: The software's task management features help prioritize activities, ensuring that critical tasks are completed on time.
Integration Capabilities: UPilot seamlessly integrates with existing tools and platforms, ensuring a smooth transition and uninterrupted workflow.
Enhanced Customer Retention: By tracking customer interactions and feedback, UPilot helps businesses identify and address issues promptly, improving customer satisfaction and loyalty.
Real-Time Updates: With instant updates on customer interactions and sales activities, teams can respond quickly to changes and opportunities.
Reduced Administrative Burden: UPilot minimizes manual data entry and administrative tasks, freeing up time for more value-added activities.
Performance Tracking: The platform provides detailed performance metrics, enabling managers to monitor team productivity and identify areas for improvement.

Industry Expertise

UPilot is particularly well-suited for small to mid-sized businesses, especially those in the sales and marketing sectors, as it provides a comprehensive CRM solution with features like sales forecasting, contact management, and deal pipeline management. Its user-friendly interface and customizable features make it a strong choice for businesses looking to streamline their workflow and improve productivity.

UPilot Reviews

Average customer reviews & user sentiment summary for UPilot:

5 reviews

100%

of users would recommend this product

UPilot has a 'excellent' User Satisfaction Rating of 100% when considering 5 user reviews from 1 recognized software review sites.

Synopsis of User Ratings and Reviews

Based on an aggregate of UPilot reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

User-Friendly Interface: UPilot is praised for its intuitive design and ease of use, allowing teams to get started quickly without a steep learning curve.
Customization Options: The platform offers robust customization, enabling businesses to tailor the CRM to their specific sales processes and workflows.
Effective Mapping Components: UPilot's mapping features are particularly beneficial for businesses with global clients, facilitating targeted searches and updates based on various criteria.
Comprehensive Reporting: Users highlight the platform's visually appealing and insightful reporting tools, which provide valuable data on sales performance, goals, and forecasts.
Responsive Customer Support: UPilot receives positive feedback for its responsive and helpful customer support team, ensuring users receive timely assistance when needed.

Cons

Price: UPilot may be cost-prohibitive for some small businesses with limited budgets.
Advanced Features: The robust functionality of some advanced features might overwhelm users who lack prior experience with project management software.
Stability: Some users have reported occasional platform stability problems, leading to intermittent downtime.

Researcher's Summary:

Is UPilot the pilot of your business's flight to success, or will it leave you feeling like you've experienced a system crash? User reviews from the past year suggest that UPilot is a powerful and intuitive CRM solution that's well-suited for small to mid-sized businesses, particularly those looking for an alternative to larger, more expensive options. Users rave about its clean interface, making it easy to navigate and manage various aspects of their business, such as sales pipelines, customer interactions, and reporting. This ease of use is a key differentiator, as many users express relief at finding a CRM that doesn't require extensive training or technical expertise.

One user even claimed that UPilot made using a CRM "fun" for the first time, highlighting the platform's engaging design and user-friendly approach. Another strength is its robust customization, allowing businesses to tailor the platform to their specific workflows and needs without relying on external help. This level of adaptability is crucial for businesses with unique processes or those looking to integrate UPilot seamlessly into their existing operations. However, some users caution that the sheer number of features, while beneficial for customization, could feel overwhelming for new users or those accustomed to more simplistic CRMs.

Occasional stability issues and downtime are also cited as potential drawbacks, which could disrupt workflow and impact productivity. Despite these minor hiccups, UPilot's strengths, particularly its intuitive design, robust customization, and responsive customer support, make it a compelling choice for businesses seeking a user-friendly and comprehensive CRM solution without the hefty price tag of its competitors.

Key Features

Notable UPilot features include:

Customizable Sales Pipeline: Tailor your sales process with drag-and-drop functionality to match your unique workflow.
Email Integration: Seamlessly connect with Gmail and Outlook to manage communications directly within the CRM.
Advanced Reporting: Generate detailed reports with customizable metrics to gain insights into sales performance and trends.
Role-Based Access Control: Define user roles and permissions to ensure data security and appropriate access levels.
Task Automation: Automate repetitive tasks such as follow-ups and reminders to enhance productivity.
Lead Scoring: Prioritize leads based on customizable criteria to focus efforts on high-potential opportunities.
Contact Management: Maintain a comprehensive database of contacts with detailed profiles and interaction history.
Deal Tracking: Monitor the progress of deals through various stages with real-time updates and notifications.
Mobile Access: Access UPilot on-the-go with a mobile-friendly interface for iOS and Android devices.
Integration with Third-Party Apps: Connect with popular tools like Zapier and Slack to streamline workflows.
Custom Fields: Add and manage custom fields to capture specific information relevant to your business needs.
Activity Timeline: View a chronological history of interactions and activities for each contact or deal.
Team Collaboration: Share notes, files, and updates with team members to foster collaboration and communication.
Forecasting Tools: Utilize predictive analytics to forecast sales outcomes and plan strategically.
Data Import/Export: Easily import and export data in various formats to ensure seamless data management.
API Access: Leverage API capabilities to build custom integrations and extend the functionality of UPilot.
Multi-Currency Support: Manage transactions in multiple currencies to accommodate global business operations.
Custom Dashboards: Create personalized dashboards to visualize key metrics and track performance at a glance.
Pipeline Visualization: Use visual tools to gain a clear overview of your sales pipeline and identify bottlenecks.
GDPR Compliance: Ensure data handling practices align with GDPR regulations to protect customer privacy.