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Updating the pipeline status of a deal is now reduced from 15 to 20 clicks and steps to just a simple drag and drop.
UPilot's Visual pipeline gives you the ability to see Instantly which deals are progressing and take immediate action to close more deals.
UPilot's proven high adoption by Sales people means that actual data gets captured in real-time. As a result, you get accurate insights to drive your sales strategy.
UPilot provides key preconfigured dials where you can track cash flow projections and revenue projections and can handle recurring revenues and multiple milestone based payments too.
All sales reports are auto generated in real time, with a drill down to raw data. No more spending hours generating sales reports in excel sheets.
Get complete control on how you want your dashboard and focus on what's important for you.
Compare what's working, and how your business is growing with simple customizable dials designed to save you time.
An insight is of no use if it cannot be verified by getting to the raw data that led to that conclusion. Simply click on the title of a chart or dial and you have instant access to the data behind it.
With the UPilot Radar, you'll always know what's going on in your team and spot danger before it gets too close.
With the ability to track each salesperson's activity, the Radar helps you decide what to focus on and where you best spend your time.
UPilot let's you customise your fields, so you don't need to change your workflow to fit your CRM.
Manage your sales process better with a pipeline that can be fully customised in less than a minute
With the flexibility to create your own Custom Views, you get to segment and focus on in a way that suits you best
Create the dashboards and reports to help you focus on what's important for you.
Significantly expand your customisation by grouping your contacts or deals the way you would like to with Tags, and categories
Travelling to meet a client or got your team in different timezones? Simply change your personal time zone and never lose track of what you need to do
Emulate your company's reporting structure directly in your CRM in under 2 minutes without needing to hire another person to do it for you
Create and assign roles to each salesperson so they only have the access you want them to
Support staff needs to see the customer data but not the sales commission figures - manage who sees what in 3 clicks.
For each role, easily control what they can do - whether it be editing deals, or viewing someone's pipeline
Focus on what's important with your contact's information all available in a single glance
Never lose track of what's going on with a prospect with the history feed that is designed to show you what's important
Increase close rate by 20 to 40% using our unique approach to ensure that no deal is lost because of a lack of follow up.
Keep just a single tab open with the UPilot Direct Sync by syncing your Gmail, Exchange, as well as SMTP/IMAP emails directly to your account so you can send and receive emails in your account
You no longer need to BCC every Email that you send to your prospect! All your Email conversations are automatically linked to your contacts in UPilot.
Track when your prospect opens your emails, so you always have the right people to follow up with, gauge their interest levels, and close more deals
With a single click, you get to decide who can see your emails! Else, have just a single email you're not ready to share yet? Simply mark it as private, and it's done.
With UPilot assist, save over 20 hours per month per salesperson by no longer needing to look for and manually add information. Just add the email address and UPilot takes care of the rest.
Find the contacts details of any Company or Person including all social media information with just an Email address!
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Auto Sync emails with G Suite, Office 365 or Exchange Server
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