1.If you are a freelancer of one person lifestyle company and do not plan to grow bigger, the feature set might be a bit of an overkill..

2. If you are looking for a free CRM -

Free is always a lie.

In UPilot, what you see is what you get. For example, we do not show you high data storage but block you with record limits for each plan that actually makes the first point meaningless. We do not claim to have made CRM free whereas all that is a trap to make you put in the contacts that you cannot take out later and charge you to the moment you want to add a custom field or upload a few files.

we also have strong views on privacy and data security, and we believe your data should not be used to subsidize your services. Also, some of the data you would bring into the CRM might actually belong to your customers.

You can read our article on privacy why we believe " I have nothing to hide" is a terrible strategy towards privacy.

We also do not use a third companies API whose name you will never see to handle your email integration. If you have not asked that question to your CRM vendor if all your emails get dealt with by a 3rd company without disclosing it to you, perhaps you should.

You can see answers to your questions on security here

The problem with several small business CRM is that it will also keep your business stifled and you will get stuck in it when you want to grow. The simple way to test it is to ask -

1) Is the sharing of elements, deals, contacts etc are controlled by everyone or can you apply a company policy?

2) Can you have more than 3 roles and access level without upgrading to the enterprise edition?

Because if you are not able to enforce rules and who can see what, and the users decide who can see what, you will get stuck again, the moment your team starts to grow, just like you did in the spreadsheets.

To understand how your growth can get stuck in small business CRM - you can read our article.

UPilot is for companies who want to grow and wants to make sure you have a robust alternative to going to legacy complex CRM because you got stuck again.

This could be one of the reasons why most of our customers are people who have gone through the cycle of being stuck in spreadsheets, small business solutions and painful and costly legacy software that no one uses. Here is what some of these customers have to say about UPilot.

For those companies, UPilot has consistently given 70% cost reduction ten times faster rollout and greater and enthusiastic adoption by sales people that lead to real insights needed to grow even more.

We believe that sales is one of the noblest of professions inside any business.

We are not wedded to a set of ideas on about how to do something. We do not listen to people who say it cannot be done, or that it is not how things are done around here.

When we built UPilot we had one thing in mind, how can we make sure the sales person wins; how do we make sure the sales manager can lead quietly with powerful insights?

We have been on both sides of the team, as sales people and as sales managers, we do things that will make their life better, and then we listen, listen closely to them on what can help them make a win. Then we go ahead and improve a bit more.

At the end of the day, we want to make salespeople perform better, focus on results rather than on activities and entering data. That is the culture of UPilot.

What is the most exciting feature we are working on?
… it’s the next one!