Free
$0 for 9 users
Limited contacts and deals.
No feature limits!
Sales forecasting, Real-time reporting, Role-based access, Multiple currencies… critical features for growth are for everyone in UPilot. No more endless upgrades to the “Enterprise Plan”!
$0 for 9 users
Limited contacts and deals.
No feature limits!
$19 per user
Up to 10 users.
No Feature Limits!
$42 per user
Unlimited Users
Onboarding and premium support!
$990/month
$1,200/month
$1,500/month
$790/month
$420/month
Save $3700 to $12,000 per year
VS
Free
$ 0 per user / month
|
Take Off
$ 19 per user / month
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The Climb
$ 42 per user / month
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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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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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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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Singapore Data center Choice of hosting data in the Singapore |
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Germany Data center Choice of hosting data in the Germany |
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India Data center Choice of hosting data in the India |
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Advanced Custom Reports Highly personalised non-standard reports in multiple dashboards |
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Deep email sync Bring in upto 3 years of historic email into UPilot |
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Extended email history Extended email history in timelines |
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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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No. We don’t ask for your credit card up front, so you’ll only be charged when you decide you’re ready.
We’re happy to give you some more time. Just let us know and we’ll extend your trial.
Yes, everyone gets full feature access and a 14 day trial for free.
You can cancel at any time without hassle if you decide to cancel during or after your trial period.