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Schedule a free demo from one of our sales experts to see
how UPilot can revolutionize the way you grow your sales.
Take Off $ 29 per user / month
$ 49 per user / month
- Contact us -
|Price||29$ / user / month||49$ / user / month||Contact us|
|Lead Management Track, filter, and manage your leads|
|Contact Management A complete view of all your contacts, prospects, and customers including their history, details and internal discussions.|
|Contact auto-complete Don’t have much information about a contact? With just an email address, UPilot automatically adds all the important information for you.|
|UPilot Lists Segment your contacts, deals, or tasks through custom lists|
|Duplicate Blocking Improve the data quality though notifications when a duplicate contact is being added to the account|
|Deal Management Know the exact status and get all the details of a deal in a single glance.|
|Visual Kanban Pipeline Track and update your sales pipeline with simple drag-and-drop functionality.|
|@mentions for Collaboration Use @mentions in your notes and easily collaborate with your team.|
|Social Media Integration With social media profiles added with just an email address, you don’t need to spend time looking.|
|Task Management Never drop the ball using the task management inside UPilot|
|Note templates Create and use 1 click templates for your notes|
|iOS Mobile App Stay updated and act on the go with the UPilot iOS app|
|UPilot Radar A detailed timeline view of activities of your sales team.|
|2-way email integration with Gmail / Office 365 A direct sync of your email makes sending BCC links obsolete.|
|Email open tracking Track when and how many times a prospect has opened your emails to prioritize your follow ups|
|KPI Dashboard Measure Sales, closing ratios, time to sell, pipeline values of individuals and teams using ready to use dashboards.|
|Custom Fields UPilot adapts to your way of doing business, grow without imposing change on people.|
|File Storage Store your files directly on your contact or deal along with your notes|
|Roles and Permissions Easily manage who can see, edit, delete what data in 3 clicks without having to hire a system admin.|
|Automatic prospects sync Get automatic recommendations of your hot prospects|
|Manage Complex Deals Manage deals involving multiple stakeholders|
|Sales Goals Management Easily set and track the goals for the sales booked for your team across time-frames, responsibles, etc|
|Team Activity Tracking Find out what activities are contributing to increasing sales.|
|Sales and Opportunity Leaderboard Gamification through activity, opportunity, and sales ranking.|
|Visualize Cashflow Visualise cash flows from won deals and pipelines without having to spend hours in spreadsheets.|
|Revenue projection by probability Predict if the team will hit the Quotas in advance to be able to make corrections in time.|
|Integration with 100s of Apps Connect with MailChimp, Xero, Trello, etc.|
|Control and manage external applications Easily manage how much data is sent to 3rd party applications.|
|Monitor Delegated Tasks Custom views of tasks assigned to team members.|
|Teams in Multiple Time Zones Got your team spanning multiple time zones? We have you covered.|
|Convert Business Cards to Contacts|
|Advance UPilot Assist Functions Discover new leads and hot prospect suggestions, follow-up recommendations and much more.|
|Social Wall* The complete social media context of all your prospects - directly inside the CRM|
|Online knowledge base and email support Get up and running quickly with the self help articles on our help portal|
|Dedicated Support Get direct chat access to support agents online|
|Free Onboarding and Custom Migration Our expert consultants take care of migrating, customising, onboarding and ongoing training|
* Coming soon
$49 for upto 15 users with access to all features.
* Upto 1000 contacts
Platform access gives you all features for up to 15 users for $49. Ideal solution for early stage companies or as the solution to evaluate UPilot beyond 14 days with all features.
There are absolutely no hidden limits that you will stumble upon, the platform access is to ensure you have a good start with the right CRM. The only limit is the number of contacts as mentioned above.
Record limits are very difficult to keep track of and are often used just to show a large number. We want to keep it simple, easy to understand, and easy to measure.
Yes, everyone gets full feature access and a 14 day trial for free.
Your account gets deactivated automatically 30 days after the trial is over.
Yes, you can export all your contacts and deals data anytime.
For the platform access and take off plan, you can cancel anytime unless specified in your contract document. All other plans require a minimum one year commitment.
All accounts activated using a discount code require a minimum one-year commitment.