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We Help Companies Upgrade their CRM to Advanced Role-based access while Lowering their Costs.

To grow, we need to measure Results, Performance KPIs and Revenue forecast.

Obtaining this visibility also requires role-based reporting and data access.

We need simplicity and ease of use.

Complex CRMs impact user adoption and slow us down, which finally gives the wrong insights.

Increase your sales.
Predict your future revenues.
Gain valuable insights for growth.

14 days unlimited free trial

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Companies that grow predictably know a secret.

Deals pipeline with revenue predictions

Target
Pipeline

=

Sales you
want

/

Closing
Ratio

They know what should be the size of the pipeline to achieve a Target Sales.

They start by calculating the closing ratio.
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.

Manage, filter and segment your contacts

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Get a Free Demo of UPilot CRM and see how, like Inc500 companies all around the world, you can rely on it to grow your sales.

They reverse engineer growth using these four steps.

  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
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Revenue forecast, Sales booked, Forecast and Deals lost by stage

Future
Sales

=

Pipeline
Value

/

Closing
Ratio

Using this formula, they always 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

They cannot accomplish this without “Role-based Access” to get the accurate numbers.

Most companies realize they are stuck in small business CRM at this stage or have to cough up more than $100 per user to make their CRM functional.

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

$29

USD/user/month
 tick

UPilot

The Climb

$49

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.

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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.

Upilot is feature rich and designed for outcomes. They have managed to keep it simple to maintain and visually appealing for the users.

Greg Ferguson from Volvo recommend UPilot

Greg Ferguson

National Sales Manager at Volvo Financial Services

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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how UPilot can revolutionize the way you grow your sales.

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