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Here is how businesses get stuck in the wrong CRMs.

Deals pipeline with revenue predictions



Sales you



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






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

Advanced plans

$25 to $50


$50 to $75+

Limited 1/2 per org.


UPilot - all plans


Take Off




The Climb



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.

Request a Live UPilot Demo

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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