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UPilot Advanced Features

Next Generation Emails

Next Generation Emails

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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)
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Automations

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
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Integrations

Integrations

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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
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Analytics and Insights

Analytics and Insights

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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)
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Task Management

Task Management

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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
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Pipeline Management

Pipeline Management

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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
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Smart Contact Management

Smart Contact Management

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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
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Permission and Access Management

Permission and Access Management

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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?
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Deal Management

Deal Management

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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
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Multiple Language

Multiple Languages

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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

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Multi Currency

Multiple Currency

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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.

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Here are some questions you may have in your mind for which UPilot can provide answers for.

Which deals have progressed this week? Are we on the right path to close deals?

Did the team receive any important emails that need my attention?

Are the current sales activities mapping to the expected results?

Are there any opportunities for me to proactively support the team?

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Can I create easily manageable lists of contacts into suppliers, partners, VIP customers etc?

When was the last contact with this customer/ prospect and when is the next follow up?

What volume of business has been generated so far from a particular group?

Who else in my company knows or has interacted with a contact?

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How can I get visibility on a direct report’s communication with prospects without asking for bcc all the time?

Does the sync capture the email history related to each deal automatically?

Can my staff keep using the emailing system they are used to and still get visibility in the CRM automatically?

Can I control the visibility of emails in the system quickly?

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How can I save time by creating templates for similar situations?
How can I get new salespeople up to speed faster by sharing email templates?
How can we optimize for open rate and engagement across the whole team?
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Can UPilot handle recurring revenues?

What about multiple payments like a combination of products and services?

Can I link products/ services to payments and quantities to get the answers to :

  • How many articles of which types have we sold?
  • What is the average rate that we sell?
  • What is the most frequent day rate that we sell?
  • What products are we selling the most of?
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Can UPilot handle complex deals with multiple stakeholders?

Can UPilot handle deals involving multiple stakeholders?

Can deal probability be manually overridden for better forecasting?

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Can I get sales forecasts with a single click?

Can I do a pipeline review to ensure future revenues are predictable?

Can I know in a single glance which deals are being followed up?

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Can I schedule tasks with reminders?

Can I delegate and monitor the progress of delegated tasks?

Can the tasks in UPilot sync to my calendars?

Can I tag a colleague using @mention so that internal discussions stay on the timeline?

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Can I keep business and personal contacts separate easily?

Can I import and create contacts that I want in the CRM with a single click?

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Can I measure the results and activities of the team?

Can I get the future revenue projections?

Can I conduct a Monthly/Quarterly meeting without waiting for the reports to be generated?

Do I have comparison functions to analyze results from various time frames side by side?

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Can I implement Role-based access without having to migrate to complex solutions?

Can I map reporting structure and visibility on to the CRM without having to pay a set up fee or hiring a system admin?

Can I have more than two roles without having to pay for higher editions?

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Can I create deals in $, £ and Euros?

Can I see a change in pipeline value if there is currency value change?

Can different salespeople set different currencies as their default currency?

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Can my teams in different regions use different languages?

Can members within the same team have different languages based on their preference?

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Can I get data from online forms and other applications like marketing solutions into UPilot?

Can data from UPilot go automatically to my accounting software?

Can I generate more custom reports which are very specific to my industry automatically?

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Can I automatically change responsible for a deal based on stage / status?

Can tasks be automatically generated and assigned based on the stage/ status of a deal or contact?

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how UPilot can revolutionize the way you grow your sales.

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