TAKE OFF
$21 per user
Peace of mind for the small team of up to 5 users. No hidden limits or not tricky "talk to sales" options. Focus on growing your business.
THE CLIMB
$42 per user
All features typically locked away in other CRMs in their enterprise plans at a straightforward price so you can focus less on constant upgrades and more on growing your business!
CRUISE CONTROL*
$62 per user
*Coming soon. Manage your Sales and customer service in a single platform product!
A team of 100 can be set up in days.
Easy to implement role-based access.
Higher user adoption.
Simple and transparent pricing.
Higher user adoption.
Simple and transparent pricing.
Show all features
Take Off
$ 13 per user / month
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The Climb
$ 42 per user / month
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Cruise Control*
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| 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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Increase your sales. Predict your future revenues.
Gain valuable insights for growth.
Gain valuable insights for growth.
