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Small business CRMs work… Until you want to forecast your sales.

To make the investments to grow, we must do sales and cashflow forecasts..

It looks like we must upgrade to the enterprise plan of a complex CRM

Have you looked at UPilot?

You can do accurate sales forecasting without the cost and forcing complex legacy solutions on people.

Get accurate forecasts.
Gain valuable sales insights you need to grow.
Improve adoption by salespeople.

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Here is how businesses get stuck in the wrong CRMs.

Deals pipeline with revenue predictions

Target
Pipeline

=

Sales you
want

/

Closing
Ratio

How big should your deals pipeline be?

For example: If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula.

UPilot automatically calculates the closing ratios of your team and each one of your sales staff.

Manage, filter and segment your contacts

A Demo?

Learn how to double your sales pipeline: Get a demo of UPilot CRM.

What activities lead to the creation and advancement of deals?

  1. Figure out the sales they want to achieve.
  2. Calculate the closing ratios of each person and teams.
  3. Figure out what activities lead to the building of that pipeline
  4. Hire salespeople and assign target activities based on their closing ratio
Get Started
Revenue forecast, Sales booked, Forecast and Deals lost by stage

Future
Sales

=

Pipeline
Value

/

Closing
Ratio

How can I accurately predict the sales figures ahead of time.

When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably.

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simply organize your team, visibility, access and permissions rules with UPilot CRM

A CRM where all users can decide what to share with whom will inhibit your growth.

When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow.

Start Scaling
Role-based access in most CRMs
Plan Pricing Role-based access
Free to Basic

$0 to $20

USD/user/month
 ×
Advanced plans

$25 to $50

USD/user/month
 ×
Professional

$50 to $75+

USD/user/month
 Limited 1/2 per org.
Enterprise

$150+

USD/user/month
 tick
UPilot - all plans

UPilot

Take Off

$21

USD/user/month
 tick

UPilot

The Climb

$42

USD/user/month
 tick

Role-based access is not an enterprise function, it is the secret to grow predictably.

Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions.

So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.

If everyone can decide what to share with whom in CRM, you will not get the right measurements and end up switching and upgrading. UPilot gives you the right start from day one.

Get Started

Getting stuck

Once companies grow big enough to figure out how to reverse engineer growth, they eventually migrate to complex and costly CRMs that have top down controls in place.

Our Mission

Give the right start from day one so you can quickly and at 0 costs:

  • set up data rules
  • start getting closing ratios and pipeline values needed to reverse engineer your growth.

Trusted all over the world

We have helped startups, INC500 companies, and Fortune 500 companies, avoid complexity and get to clarity and growth.

As our business outgrew Small business CRMs, I spent a crazy amount of time assessing the market, and I recommend UPilot.

The great Maddy Cooper from Brillant Noise rely on UPilot

Maddy Cooper

Founding Partner at Brilliant Noise

As a double digit-growth company with a global reach, CellPoint Mobile needed a CRM and sales forecasting tool that would give the right information to stakeholders across business, technical and admin teams, while being easy to use and fast to implement. UPilot provides just that, giving an overview at a glance, enabling sales management with minimal work and impactful insights ensuring timely follow up and relevant information sharing.

Kristian Gjerding

CEO, Cellpoint Mobile

Set Targets – Measure Pipeline – Change Activities

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Schedule a free demo from one of our sales experts to see
how UPilot can revolutionize the way you grow your sales.

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