UPilot Radar
Who did what and when - get the complete picture
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Role-based access
Manage more than 2 levels of user access level and Roles to scale your business
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Contact Management
A complete view of all your leads, prospects, customers, partners, etc.
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Contacts Kanban Pipeline
A new innovative way to manage a large number of leads with 3 unique views.
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Smart Lists
Segment your contacts and deals into auto-updating easily manageable groups
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Auto Enrichment
Automatic enrichment of contact data.
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Duplicate Blocking
Warns the user if a contact already exists before creating new ones.
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Deals Kanban Pipeline
Drag-and-drop your deals to different stages to accurately track progress
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Manual Probability Override
Change the probability of individual deals without changing the stage to get accurate sales forecasts
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Cash Flow Projections
Cash Flow Projections
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Sales Forecasts
Accurate and automatic sales forecasts even for subscription revenues
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Forecast From Mixed Deals
Forecast revenues from a mix of one time payments and recurring payments
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Manage Complex Deals
Link and manage multiple stakeholders on a deal to win complex deals
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Composite Deal Timeline
Discussions with various collaborators, internal or external, can be combined to create the deal timeline
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Deal Follow-up Monitoring
Identify which deals are not being followed up in a glance
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Team Activity Tracking
Find out what activities are contributing to increasing your pipeline
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Delegate and Monitor Tasks
Easily assign tasks and see progress in a single view
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External Collaborators
Collaborate with referral partners and consultants
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GSuite, Office 365, and Exchange server integration.
A bidirectional sync of your email without the need for BCC links
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No 3rd party APIs used to sync emails
Your data is not sent to any service providers.
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Email Visibility Hierarchy
One time set up of who can see whose emails based on reporting.
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Email templates
Shared and private email templates
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Zero email distractions
Blocks all non work related emails from appearing in the CRM
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Document Management
Add Quotes or Contracts as documents or as external links
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Mobile Android and iOS apps
Add notes, update deal status, and view tasks on the go
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KPI Dashboard
Measure Sales, closing ratios, time to sell, pipeline values of individuals and teams using ready to use dashboards.
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Sales and Opportunity Leaderboard
Gamification through activity, opportunity, and sales ranking.
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Sales Goals Management
Easily set and track the goals for the sales booked for your team across time-frames, responsible, etc
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Integration with 100s of Apps
Connect with MailChimp, Xero, Trello, etc.
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Security - Data
Manage who can export data or connect to external apps.
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Security - Mobile
Remotely disable access/log off users from mobile phones in case it is lost
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Online knowledge base and email support
Get up and running quickly with the self help articles on our help portal
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Audit logs
Track the history of action by users in your account
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Deep email sync
Bring in upto 3 years of historic email into UPilot
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Retain email history
Retain more than 6 months of email history in timelines
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Advanced Custom Reports
Highly personalised non-standard reports in multiple dashboards
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Multiple Teams
Create different teams for different product lines/geographies.
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Multi-currency
Manage deals in multiple currencies.
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Personal Languages
Multicultural team members can set personal languages to French, Spanish, or Japanese
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Linked UPilot accounts
Management can seamlessly move across multiple instances of UPilot for different lines of business
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Dedicated Support
Get direct chat access to support agents online
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Free Onboarding
Our expert consultants take care of migrating, customising, onboarding and ongoing training
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EEA Data center
Choice of hosting data in the European Economic Area.
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Canadian Data center
Choice of hosting data in Canada
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UK Data center
Choice of hosting data in the UK
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All addons automatically included
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Training for all new staff
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