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!
- Cancel anytime
- Annual commitment
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Pay monthly or annually
No need to pay upfront. Get our annual discounted price and pay monthly when you commit for a year.
Activation
Transition
Seamless, trouble-free transitions
Compliance
UPilot vs other CRMs
Price comparison for 10 users
$990/month
$1,200/month
$1,500/month
$790/month
$420/month
Save $3.7k to $12k per year
Get further savings on the Document Signing feature
VS
A detailed explanation of our plans is below:
Take Off $19 per user |
The Climb $42 per user |
Cruise Control Contact-us |
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| Users | Up to 5 users | Up to 30 users | 30+ |
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| Premium Onboarding & Data Import |
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| Accurate Forecasting | |||
Sales Forecasts
Accurate and automatic sales forecasts even for subscription revenues.
Unlocked! Learn more
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. |
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Forecast From Reccuring and Mixed Deals
Forecast revenues from a mix of one time payments and recurring payments.
Unlocked! Learn more
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. |
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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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| Analytics & Reporting | |||
| 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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| Sales and Opportunity Leaderboard Gamification through activity, opportunity, and sales ranking. |
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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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100+ Custom Reports
Highly personalised non-standard reports in multiple dashboards.
Unlocked! Learn more
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. |
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| Audit logs Track the history of action by users in your account. |
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| Visibility & Permissions | |||
Role-based access
Manage more than 2 levels of user access level and Roles to scale your business.
Unlocked! Learn more
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. |
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| Email Visibility Hierarchy One time set up of who can see whose emails based on reporting. |
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Multiple Teams / Territory Management
Create different teams for different product lines/geographies.
Unlocked! Learn more
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
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. |
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| Deal Follow-up Monitoring Identify which deals are not being followed up in a glance. |
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| Manage Complex Deals Link and manage multiple stakeholders on a deal to win complex deals. |
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| Auto Enrichment Automatic enrichment of contact data. |
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Email templates
Shared and private email templates
Learn more
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. |
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| Delegate and Monitor Tasks Easily assign tasks and see progress in a single view. |
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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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Duplicate Blocking
Warns the user if a contact already exists before creating new ones.
Unlocked! Learn more
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. |
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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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| UPilot Radar Who did what and when - get the complete picture. |
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| Personal Languages Multicultural team members can set personal languages to French, Spanish, or Japanese. |
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| Custom fields Tailor your sales data to your business with custom fields within your leads, deals, contracts and products. |
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| Integrations | |||
| 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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| Integration with 100s of Apps Connect with MailChimp, Xero, Trello, etc. |
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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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| Support | |||
| Online knowledge base and email support Get up and running quickly with the self help articles on our help portal. |
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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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| 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. |
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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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| US Data center Choice of hosting data in US. |
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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 Singapore. |
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| Germany Data center Choice of hosting data in Germany. |
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| India Data center Choice of hosting data in India. |
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| EEA Data center Choice of hosting data in the European Economic Area. |
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| Start Trial | Start Trial | Start Trial | |
UPilot CRM is Featured on…
It’s sensibly priced and that makes it accessible to every business.”
