Sync all your contact’s emails and manage communication through an inbuilt next generation email system. Get visibility into all your team’s communications with the prospects. Control top-down visibility of mails easily through permissions and access management.

Create standardized templates for mail and share with your team so that your potential clients has a consistent experience with your brand.
The next generation emails also lets you know of the action taken on the mail i.e Opens so that you can track engagement.

• Auto Logged Emails
• Two-way Background Sync
• Open Tracking
• Email Templates
• Visibility (within the team)

Automate
a. Tasks, b. Work Assignements and c. Progress Tracking
through UPilot’s smart automation within the CRM.
Define and modify automation rules based on stages of the deal. Create People and Operational automations easily with a simple interface

• Workflow Automation
• Reporting Automation
• Checklists

Intergrate to any of the tools online through API and all the Zapier’s 1500+ apps.
Generate reports, create additional automations and build an intergrated ecosystem.

• Third-Party Integration
• API access

Built in analytics to understand, forecast, and optimize your sales and progress. Deep and Visual insights through analyical dashboards.
Smart Manager Panel which gives you daily updates on missed tasks, actions to be taken and active accounts and progress.
Export and link rawdata to any tool.
Forecast your revenues monthly and yearly. Easily calculate ARR, MRR and CLTV

• Radar (Activity Tracking)
• Automated Reports
• Revenue Forecast (ARR & MRR)

Assign and Delegate tasks. Set reminders and escalation matrix. Sync to tasks and timelines to the calendar for reminders. Use @mentions and tags for easy collaboration.
Use the orderly built timeline for progress and historical tracking.

• Assignment and Delegation
• Progress Tracking
• Escalation Management

A Visual Pipeline built on the principles of Kanban. Built in a way to simplify your sales process and drive more intellegent sales through insights and clarity. Understand how and why details of any pipeline changes.
Accurate Sales and Revenue forecasts.
Export the raw data for any integrations.

• Visual Kanban
• MRR / ARR Visualization

Contact Lists and Views helps you segregate and arrange contacts as per your commercial, relationship or bucket goals.
View the previous commercial relationship with the contact and know when to connect next.
Smart sync helps you segregate and sync all your business contacts in one click.
Smart contacts helps you auto populate the relevant data and profile information of any contact including phone numbers, professional and social media information.

• Lead Management
• Account Management

Data visibility is extremely important to ensure healthy morale of the team and also transparency. It helps your team to have the right visibility based on the role.
Access management helps you standardize data export and cross team visibility from day one.
Structure for growth and build your organizational chart and heirarchy. Unlike complex CRMs you can set up access and permissions based on roles in 3 simple clicks.

• Role management & Heirarchy
• Who can see what?
• Who can do what?

Complex deals with multiple products or services can be easily managed within Upilots Deal management.
Manage a combination of products and services
Product inventory management
Custom interlligent analytics and sales insights

Multiple Stakeholders management is embedded within the Deal management to track multiple deals or multiple stakeholders within the same deal. All communication and activitites can be syncd for a easy timeline view.

Smart predictions and editable probability for better forecasting.

• Complex Deal Management
• Stakeholder Management

Your sales teammembers across different regions globally can set their own language of choice
Members within your sales team could also access UPilot CRM in many of the available languages

Do you have clients and sales people in multiple regions and have payments in multiple currencies ?
You can add multiple currencies and your pipeline will auto calculate your revenue values with the latest or specified value exchange.
You can also set and change currencies for different memebers of your team across regions.