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Customise All Fields

Custom fields

UPilot lets you completely customize your fields, so you don’t need to change your workflow to fit your CRM

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Customise Your Pipeline


Your pipeline

Manage your sales process better with a pipeline that can be fully customized in less than a minute

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Create Your Own Views

Create your own views

With the flexibility to create your own Custom Views, segment and focus on in a way that suits you best

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An Overview of all Your Reporting

Your own Dashboards

and Reports

Get complete control on how you want your dashboard and focus on what’s important for you

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Customise Your Tags

Create your own

Tags & Categories

Coupled with the powerful filters in UPilot, Tags and Categories significantly expand your customization by grouping and segmenting your contacts or deals the way you would like

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Check Your Prospect's Local Time

Manage timezones

Travelling to meet a client or got your team in different timezones? Simply change your personal time zone and never lose track of what you need to do

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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.

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