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Pricing with form – Part 2 with Small Plan2024-03-18T12:03:37+00:00

All the features you need to grow your business: Unlocked!

At UPilot, our goal is to unlock every feature that other CRMs keep for their expensive “professional” and “enterprise” plans… No more endless cycle of upgrades!

Pricing for 3 users

Simplify your business journey with Unified CRM, where every feature you need comes without the burden of additional costs.
  • Cancel anytime
  • Annual commitment
  • Monthly payment possible

    No need to pay upfront. Get our annual discounted price and pay monthly when you commit for a year.

Start-up Offer

Take Off Plan

$ 19 per user
/ month

  • No feature limit!
  • No hidden cost!
Get Demo

UPilot vs other CRMs

Price comparison for 3 users
Sales CRM
$990 to $1,200

Salesforce, Hubspot, Pipedrive…

/month

Support
$XX to $XX

Zendesk, Desk.com, Intercom…

/month

Marketing
$XX to $XX

Hubspot, Mailchimp, Buffer…

/month

Analytics & Reporting
$XX to $XX

Power BI, Tableau, Looker…

/month

eSignature & doc sharing
$XX to $XX

DocuSign, HelloSign, Pandadoc…

/month

$420/month

  • Sales CRM
  • + Support
  • + Marketing
  • + Analytics & Reporting
  • + eSignature & Doc sharing
Save $XXk to $XXk per year

For a team of 10

VS

A detailed explanation of our plans is below:

Take Off $19 per user

Users Up to 5 users
Contacts check
Deals check
Premium Onboarding & Data Import
Accurate Forecasting
Sales Forecasts Accurate and automatic sales forecasts even for subscription revenues. Unlocked! Learn more
  • Pipedrive $49.90/month
  • Hubspot $90/month
  • Salesforce $75/month
  • UPilot $19/month

Why do you need Forecasting? Businesses that can anticipate and control future sales are successful compared to companies that react to results at the end of the quarter or year. If you cannot predict, you cannot invest and hence cannot grow.

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Cash Flow Projections Get instant cash flow projections from your won deals/ recurring revenues for up to 24 months. check
Forecast From Reccuring and Mixed Deals Forecast revenues from a mix of one time payments and recurring payments. Unlocked! Learn more
  • Pipedrive $24.90/month
  • Hubspot $120/month
  • Salesforce $75/month
  • UPilot $19/month

We have the solution for you if you have a SaaS product with recurring revenue and want to forecast sales and cash flow.

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Multi-currency Manage deals in multiple currencies. check
Deals Kanban Pipeline Drag-and-drop your deals to different stages to accurately track progress. check
Manual Probability Override Change the probability of individual deals without changing the stage to get accurate sales forecasts. check
Analytics & Reporting
Sales Goals Management Easily set and track the goals for the sales booked for your team across time-frames, responsible, etc. check
Sales and Opportunity Leaderboard Gamification through activity, opportunity, and sales ranking. check
KPI Dashboard Measure Sales, closing ratios, time to sell, pipeline values of individuals and teams using ready to use dashboards. check
100+ Custom Reports Highly personalised non-standard reports in multiple dashboards. Unlocked! Learn more
  • Pipedrive $99/month
  • Hubspot $90/month
  • Salesforce $150/month
  • UPilot $19/month

You can get more than 100 custom and standard reports in all our paid plans! You do not have to pay more just because you need more insights to grow your business.

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Team Activity Tracking Find out what activities are contributing to increasing your pipeline. check
Audit logs Track the history of action by users in your account. check
Visibility & Permissions
Role-based access Manage more than 2 levels of user access level and Roles to scale your business. Unlocked! Learn more
  • Pipedrive $99/month
  • Hubspot $120/month
  • Salesforce $150/month
  • UPilot $19/month

Why do you need it? As your business grows, or if you hire remote staff, you might not want to expose your emails to everyone, and you might want to set up systems like who reports to whom, who can see whose emails, etc. - most CRMs give it only in their most expensive plans.

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External Collaborators Collaborate with referral partners and consultants. check
Email Visibility Hierarchy One time set up of who can see whose emails based on reporting. check
Multiple Teams / Territory Management Create different teams for different product lines/geographies. Unlocked! Learn more
  • Pipedrive $49.90/month
  • Hubspot $90/month
  • Salesforce $150/month
  • UPilot $19/month

Why do you need it? Putting teams in multiple groups (a standard solution adapted by small business CRM) creates silos of information and duplicates. Setting up different teams and cross-team reporting will be required to start growing - UPilot provides this in all our plans without limits.

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Document Management
eSignature Sign contracts digitally (without any plugins) with SignOnJet, fully integrated with UPilot CRM. Unlocked! Learn more
  • Pipedrive $49.90/month
  • Hubspot $90/month
  • Salesforce Not available
  • UPilot $19/month

Routing NDAs and Contracts through a couple of people who have access to an expensive document-signing solution can only slow down your sales cycle. Sign-on Jet enables every sales person to do so without extra cost.

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Sales Productivity
Contact Management A complete view of all your leads, prospects, customers, partners, etc. check
Deal Follow-up Monitoring Identify which deals are not being followed up in a glance. check
Manage Complex Deals Link and manage multiple stakeholders on a deal to win complex deals. check
Auto Enrichment Automatic enrichment of contact data. check
Email templates Shared and private email templates Learn more
  • Pipedrive $24.90/month
  • Hubspot $23/month
  • Salesforce $25/month
  • UPilot $19/month

Email templates are available on all plans, and you can also create shared or private templates - this helps to share what is working with the entire team.

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Zero email distractions Blocks all non work related emails from appearing in the CRM. check
Delegate and Monitor Tasks Easily assign tasks and see progress in a single view. check
Contacts Kanban Pipeline A new innovative way to manage a large number of leads with 3 unique views. check
Smart Lists Segment your contacts and deals into auto-updating easily manageable groups. check
Duplicate Blocking Warns the user if a contact already exists before creating new ones. Unlocked! Learn more
  • Pipedrive $14.90/month
  • Hubspot $90/month
  • Salesforce $25/month
  • UPilot $19/month

UPilot avoids duplicates in the first place, warning each user that adds a duplicate contact that it already exists.

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Mobile Android and iOS apps Add notes, update deal status, and view tasks on the go. check
Composite Deal Timeline Discussions with various collaborators, internal or external, can be combined to create the deal timeline. check
UPilot Radar Who did what and when - get the complete picture. check
Personal Languages Multicultural team members can set personal languages to French, Spanish, or Japanese. check
Custom fields Tailor your sales data to your business with custom fields within your leads, deals, contracts and products. check
Integrations
GSuite, Office 365, and Exchange server integration. A bidirectional sync of your email without the need for BCC links. check
No 3rd party APIs used to sync emails Your data is not sent to any service providers. check
Integration with 100s of Apps Connect with MailChimp, Xero, Trello, etc. check
Deep email sync Bring in upto 3 years of historic email into UPilot. check
Extended email history Extended email history in timelines. check
Linked UPilot accounts Management can seamlessly move across multiple instances of UPilot for different lines of business. check
Support
Online knowledge base and email support Get up and running quickly with the self help articles on our help portal. check
Dedicated Support Get direct chat access to support agents online. check
Free Onboarding Our expert consultants take care of migrating, customising, onboarding and ongoing training.
Security & Data Center options Unlocked! Learn more

Most CRMs provide this option only on their highest priced enterprise plans. However, UPilot believes you should control your data and will provide that choice for a small fee without upgrading plans.

Security Manage who can export data or connect to external apps. check
Security - Mobile Remotely disable access/log off users from mobile phones in case it is lost.

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UPilot CRM is Featured on…

It’s sensibly priced and that makes it accessible to every business.”

Commonly Asked Questions

No, no credit card information is needed to start the free trial.

For teams more than 30 users, you will receive a special service and quote once you request a demo. Our plan for more than 30 users is called Cruise Control.

As long as you are under $1M in revenue we can discuss that – our goal with these plans is to help small businesses in developing countries, who do not have access to growth features today, grow.

You can cancel at any time without hassle and we have an easy in easy out policy for your data, you can export data yourself.

We accept all Visa/Mastercard/Amex credit/debit cards, or even payment via bank transfer.

To cancel your paid subscription, please reach out to us at support@upilot.com or via support chat.