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Pricing2022-09-26T14:57:27+00:00

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”!
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  • Annual commitment
  • 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!

Get Started

Take Off

$19 per user

Up to 10 users.

No Feature Limits!

Start Trial

The Climb

$42 per user

20,000 users.

Onboarding and premium support!

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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

Users Up to 9 users Up to 10 users 10+
Contacts Limits apply only for the free plan. check check check
Deals Limits apply only for the free plan. check check check
Premium Onboarding & Support check
Accurate Forecasting
Sales Forecasts Accurate and automatic sales forecasts even for subscription revenues. Unlocked! Typically available in the Enterprise Plan of most CRMs check check check
Cash Flow Projections Unlocked! Typically available in the Enterprise Plan of most CRMs check check check
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 check check check
Multi-currency Manage deals in multiple currencies. check check check
Deals Kanban Pipeline Drag-and-drop your deals to different stages to accurately track progress. check check check
Manual Probability Override Change the probability of individual deals without changing the stage to get accurate sales forecasts. check check check
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 check check check
Sales and Opportunity Leaderboard Gamification through activity, opportunity, and sales ranking. check check check
KPI Dashboard Measure Sales, closing ratios, time to sell, pipeline values of individuals and teams using ready to use dashboards. check check check
Advanced Reporting Highly personalised non-standard reports in multiple dashboards. Unlocked! Typically available in the Enterprise Plan of most CRMs check check
Team Activity Tracking Find out what activities are contributing to increasing your pipeline. check check check
Audit logs Track the history of action by users in your account. Unlocked! Typically available in the Enterprise Plan of most CRMs check check check
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 check check check
External Collaborators Collaborate with referral partners and consultants. check check check
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 check check check
Multiple Teams Create different teams for different product lines/geographies. check check check
Document Management
E-signature Sign contracts digitally with SignOnJet, fully integrated with UPilot CRM. check check check
Sales Productivity
Contact Management A complete view of all your leads, prospects, customers, partners, etc. check check check
Deal Follow-up Monitoring Identify which deals are not being followed up in a glance. check check check
Manage Complex Deals Link and manage multiple stakeholders on a deal to win complex deals. check check check
Auto Enrichment Automatic enrichment of contact data. check check check
Email templates Shared and private email templates check check check
Zero email distractions Blocks all non work related emails from appearing in the CRM. check check check
Delegate and Monitor Tasks Easily assign tasks and see progress in a single view. check check check
Contacts Kanban Pipeline A new innovative way to manage a large number of leads with 3 unique views. check check check
Smart Lists Segment your contacts and deals into auto-updating easily manageable groups. check check check
Duplicate Blocking Warns the user if a contact already exists before creating new ones. check check check
Mobile Android and iOS apps Add notes, update deal status, and view tasks on the go. check check check
Composite Deal Timeline Discussions with various collaborators, internal or external, can be combined to create the deal timeline. check check check
UPilot Radar Who did what and when - get the complete picture. check check check
Personal Languages Multicultural team members can set personal languages to French, Spanish, or Japanese. check check check
Integrations
GSuite, Office 365, and Exchange server integration. A bidirectional sync of your email without the need for BCC links. check check check
No 3rd party APIs used to sync emails Your data is not sent to any service providers. check check check
Integration with 100s of Apps Connect with MailChimp, Xero, Trello, etc. check check check
Deep email sync Bring in upto 3 years of historic email into UPilot. check check
Extended email history Extended email history in timelines. check check
Linked UPilot accounts Management can seamlessly move across multiple instances of UPilot for different lines of business. check check
Support
Online knowledge base and email support Get up and running quickly with the self help articles on our help portal. check check check
Dedicated Support Get direct chat access to support agents online. check check
Free Onboarding Our expert consultants take care of migrating, customising, onboarding and ongoing training. check check
Security & Data Center options
Security - Data Manage who can export data or connect to external apps. check check check
Security - Mobile Remotely disable access/log off users from mobile phones in case it is lost. check check check
Canadian Data center Choice of hosting data in Canada. check check check
UK Data center Choice of hosting data in the UK. check check check
Singapore Data center Choice of hosting data in Singapore. check check check
Germany Data center Choice of hosting data in Germany. check check check
India Data center Choice of hosting data in India. check check check
EEA Data center Choice of hosting data in the European Economic Area. check check
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UPilot CRM is Featured on…

It’s sensibly priced and that makes it accessible to every business.”

Commonly Asked Questions

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.

You can cancel at any time without hassle if you decide to cancel during or after your trial period.

We accept all Visa/Mastercard/Amex credit/debit cards, or even payment via bank transfer.

To cancel your paid subscription, please reach out to us at support@upilot.com or via support chat.

Have more questions? Write to sales@upilot.com