Accurate Forcasting
Anticipate your upcoming revenue with real-time accurate forecasting
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Manage Data Access in just few clicks!
Data security features are like airbags in your car. You do not need it every day, but it is better to ensure they are here to before it is too late.
Security features like controlling who can export data, managing visibility puts you in control from day one. without having to hire dedicated system administrators or consultants.
Growth requires structure
How do you keep your sales staff focused? Do not overload them with your entire company data.
Be it not overwhelming a new hire with details of all deals going on, or helping divisions to stay organized, purity and quality of data start with deciding who can see, access and delete what data.


Manage Data Access in just few clicks!
Data security features are like airbags in your car. You do not need it every day, but it is better to ensure they are here to before it is too late.
Security features like controlling who can export data, managing visibility puts you in control from day one. without having to hire dedicated system administrators or consultants.
Getting stuck
Once companies grow big enough to figure out how to reverse engineer growth, they eventually migrate to complex and costly CRMs that have top down controls in place.
Our Mission
Give the right start from day one so you can quickly and at 0 costs:
- set up data rules
- start getting closing ratios and pipeline values needed to reverse engineer your growth.
Trusted all over the world
As our business outgrew Small business CRMs, I spent a crazy amount of time assessing the market, and I recommend UPilot.
As a double digit-growth company with a global reach, CellPoint Mobile needed a CRM and sales forecasting tool that would give the right information to stakeholders across business, technical and admin teams, while being easy to use and fast to implement. UPilot provides just that, giving an overview at a glance, enabling sales management with minimal work and impactful insights ensuring timely follow up and relevant information sharing.