Request a Live UPilot Demo
Schedule a free demo from one of our sales experts to see
how UPilot can revolutionize the way you grow your sales.
Advanced Sales CRM with
Platform Access by UPilot
- Access to all features
- Support included
- Add up to 15 team members
- No time limit
- Manage upto 1000 contacts or 100 deals
no credit card required
Simple price
for your entire team
$ 49 / month
all-inclusive
no per-user fees.
Why we created
Platform Access?
Most free solutions or starter plans are peppered with “Upgrade to use this feature” everywhere. You are forced to either avoid features you need to grow or to upgrade to a pay per user plan before you are ready.
We started with the question: “What would we do if our true goal is to help companies grow?”
1. You get to access any feature your company needs to use to grow without having to upgrade.
2. You get a simple per team pricing and avoid pay-per-user for the starter plan.
Take Off
$ 29 per user / month
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The Climb
$ 49 per user / month
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Cruise Control
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| Price | 29$ / user / month | 49$ / user / month | Contact us |
| Lead Management Track, filter, and manage your leads |
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| Contact Management A complete view of all your contacts, prospects, and customers including their history, details and internal discussions. |
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| Smart Contact Don’t have much information about a contact? With just an email address, UPilot automatically adds all the important information for you. |
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| UPilot Lists Segment your contacts, deals, or tasks through custom lists |
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| Duplicate Blocking Improve the data quality through notifications when a duplicate contact is being added to the account |
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| Deal Management Know the exact status and get all the details of a deal in a single glance. |
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| Visual Kanban Pipeline Track and update your sales pipeline with simple drag-and-drop functionality. |
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| @mentions for Collaboration Use @mentions in your notes and easily collaborate with your team. |
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| Social Media Integration With social media profiles added with just an email address, you don’t need to spend time looking. |
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| Task Management Never drop the ball using the task management inside UPilot |
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| Note templates Create and use 1 click templates for your notes |
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| Mobile App Stay updated and act on the go with the UPilot iOS and Android app |
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| UPilot Radar A detailed timeline view of activities of your sales team. |
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| 2-way email integration with Gmail / Office 365 A direct sync of your email makes sending BCC links obsolete. |
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| Email open tracking Track when and how many times a prospect has opened your emails to prioritize your follow ups |
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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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| Custom Fields UPilot adapts to your way of doing business, grow without imposing change on people. |
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| File Storage Store your files directly on your contact or deal along with your notes |
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| Roles and Permissions Easily manage who can see, edit, delete what data in 3 clicks without having to hire a system admin. |
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| Automatic prospects sync Get automatic recommendations of your hot prospects |
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| Manage Complex Deals Manage deals involving multiple stakeholders |
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| Sales Goals Management Easily set and track the goals for the sales booked for your team across time-frames, responsibles, etc |
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| Team Activity Tracking Find out what activities are contributing to increasing sales. |
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| Sales and Opportunity Leaderboard Gamification through activity, opportunity, and sales ranking. |
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| Visualize Cashflow Visualise cash flows from won deals and pipelines without having to spend hours in spreadsheets. |
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| Revenue projection by probability Predict if the team will hit the Quotas in advance to be able to make corrections in time. |
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| Integration with 100s of Apps Connect with MailChimp, Xero, Trello, etc. |
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| Control and manage external applications Easily manage how much data is sent to 3rd party applications. |
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| Monitor Delegated Tasks Custom views of tasks assigned to team members. |
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| Teams in Multiple Time Zones Got your team spanning multiple time zones? We have you covered. |
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| Smart Business Cards Scan a business card and it gets added as a contact |
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| Advanced UPilot Assist Functions Discover new leads and hot prospect suggestions, follow-up recommendations and much more. |
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| Social Wall* The complete social media context of all your prospects - directly inside the CRM |
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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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| Dedicated Support Get direct chat access to support agents online |
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| Free Onboarding and Custom Migration Our expert consultants take care of migrating, customising, onboarding and ongoing training |
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* Coming soon
Increase your sales. Predict your future revenues.
Gain valuable insights for growth.
Gain valuable insights for growth.
14 days unlimited free trial
No credit card required
Commonly Asked Questions
Will we be automatically charged when our trial is up?
No. We don’t ask for your credit card up front, so you’ll only be charged when you decide you’re ready.
What if we need a longer trial?
We’re happy to give you some more time. Just let us know and we’ll extend your trial.
Do I get a 14 day trial even if I decide to go for platform access?
Yes, everyone gets full feature access and a 14 day trial for free.
What happens if I decide not to continue after the free trial?
You can cancel at any time without hassle if you decide to cancel during or after your trial period.
14 days unlimited free trial
No credit card required
Auto Sync emails with G Suite, Office 365 or Exchange Server
