Advanced Sales CRM Features for Everyone
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”!
- 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.
Free
$0 for 9 users
Limited contacts and deals.
No feature limits!
Take Off
$19 per user
Up to 10 users.
No Feature Limits!
The Climb
$42 per user
20,000 users.
Onboarding and premium support!
Activation
On-time Setup and Activation
Transition
Seamless, trouble-free transitions
Compliance
GDPR, Data localisation, and privacy
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
All features detailed
Free Plan $0 per user |
Take Off $19 per user |
The Climb $42 per user |
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| Users | Up to 9 users | Up to 10 users | 10+ |
| Contacts Limits apply only for the free plan. |
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| Deals Limits apply only for the free plan. |
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| Premium Onboarding & Support |
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| Accurate Forecasting | |||
| Sales Forecasts Accurate and automatic sales forecasts even for subscription revenues. Unlocked! Typically available in the Enterprise Plan of most CRMs |
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| Cash Flow Projections Unlocked! Typically available in the Enterprise Plan of most CRMs |
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| Forecast From Mixed Deals Forecast revenues from a mix of one time payments and recurring payments. Unlocked! Typically available in the Enterprise Plan of most CRMs |
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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. Unlocked! Typically available in the Enterprise Plan of most CRMs |
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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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| Advanced Reporting Highly personalised non-standard reports in multiple dashboards. Unlocked! Typically available in the Enterprise Plan of most CRMs |
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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. Unlocked! Typically available in the Enterprise Plan of most CRMs |
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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! Typically available in the Enterprise Plan of most CRMs |
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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. Unlocked! Typically available in the Enterprise Plan of most CRMs |
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| Multiple Teams Create different teams for different product lines/geographies. |
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| Document Management | |||
| E-signature Sign contracts digitally with SignOnJet, fully integrated with UPilot CRM. |
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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 |
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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. |
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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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| 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 | |||
| 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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| 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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| Get Started | Start Trial | Start Trial | |
UPilot CRM is Featured on…
It’s sensibly priced and that makes it accessible to every business.”
Brian Murray
Director at Panacea Patient Recruitment Limited