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About Us2022-09-26T12:36:13+00:00

“We are not a product-driven or technology-driven firm, rather a philosophy-driven firm.”

— San Bhaskaran, Chief Evangelist and CEO – UPilot

The “Enterprise Plan” is our enemy.

We are here to wage war against hiding features that are needed to grow your business inside “enterprise plans.” Once you have entered all your contacts – then start the constant “Talk to sales” and upgrade if you want this and that cycle.

When you buy a CRM, look at the pricing at the right side end of the pricing plans, that is where they want to take you. And they do it with something we call “Feature confusion.”

Customers, when they start, do not know what features they are going to need, so some fall for low price, some fall for the free trap, but all end up in the endless upgrade train journey to the “enterprise plan.”

Some opt to be stuck with lower plans with an inefficient tool and lack of insights, reports, forecasts, role-based access, audit logs, and more…

Our enemy is the enterprise plan of CRMs.. our goal is to roll out as many features as possible to you, not find some creative ways to push you through a funnel of escalating costs.

UPilot is the right product for you if:

  • You feel locked out of critical features after a trial when you have to choose a lower-priced plan.
  • You were tricked into adding 100s of contacts into a “free” CRM and when you want to make it functional – having to pay 100s of dollars.
  • You are having to think deeply each time you need a feature if is going to be worth it because you have to upgrade the whole team to a higher plan
  • You are frustrated that once you upgrade your plan, all new users can be added only at that higher cost level
  • Implementing a CRM looks like you are buying a custom Rolls Royce with sleek presentations, unknown cost factors, and long implementation cycles
  • Your CRM implementation is trying to squeeze all business lines into a single instance, making things way more complicated than necessary
  • You have to pay $100/user just because you have more than two roles or need audit trails of who did what in the CRM

If any of the above sounds true, then UPilot is built, keeping you in mind.

Life before and after UPilot

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.

For our existing customers, UPilot has consistently given 70% cost reduction, ten times faster rollout and enthusiastic adoption by sales people that leads to real insights needed for growth.

UPilot is used by companies to manage hundreds of millions in revenue, which means for a fast-growing company, we have all features built-in for scalability that you can set up and running without huge implementation costs and complexity.

Your Privacy is in our DNA

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.

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.

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Story behind our logo

The UPilot logo is inspired by the attitude meter inside an aircraft’s dashboard that indicates the angle of the plane in comparison to the horizon. This instantly shows whether you are climbing, heading down, or cruising.

The UPilot logo embodies our passion in making systems you can take with you on your business journey, making it an exciting and productive experience.

Using our logo?

We have provided two versions that you may download and use. Please do not alter them in anyway.

For the UPilot partner logo or any other particular brand assets, please contact us directly