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Enhanced Sales Experience2024-02-16T10:15:54+00:00

  • Features

  • Boost your Sales

Collaborate better,
Work smarter, Sell more

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360 degree view with UPilot CRM

All You Need in a Single Glance

  • Focus on what’s important with your contact’s or deals information all available in a single glance.
  • Keep trak of all conversation with your prospect. The history feed highlights the most important ones.
  • Ensure that no deal is lost because of a lack of follow-up
See it yourself
Auto-data entry with UPilot CRM

Tired of wasting hours chasing information?

Let UPilot do it for you!

Check it out
Follow-ups and reminders in UPilot CRM

Follow-ups & Reminders

Never drop the ball! Increase close rate by 20 to 40% using our unique approach to ensure that no deal is lost because of a lack of follow up.

Check it out
360 degree view with UPilot CRM

All You Need in a Single Glance

  • Focus on what’s important with your contact or deal’s information all available at a single glance.
  • Keep track of all conversations with your prospect. The history feed highlights the most important ones.
  • Ensure that no deal is lost because of a lack of follow-up
See it yourself
Auto-data entry with UPilot CRM

Tired of wasting hours chasing information?

Let UPilot do it for you!

Try it yourself
Follow-ups and reminders in UPilot CRM

Follow-ups & Reminders

Never drop the ball! Increase close rate by 20 to 40% using our unique approach to ensure that no deal is lost because of a lack of follow-up.

Check it out

Customisable to fit YOUR needs

Your business is unique. So are your needs… UPilot fully adapts to your sales process.

  • Tailored Sales Pipeline
  • Customise any field
  • Automate sales workflows
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Your Sales Automations in UPilot CRM
Deals with multiple stakeholders in UPilot CRM

Manage Complex Deals

  • Recurring revenue & Multiple payments
  • Multiple stakeholders
  • Multiple currencies & languages
Set your Sales Process

Email experience built to optimise sales process

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2-Way Email sync

All email conversations shows up on your contact

Email tracking

Track when prospects open your emails

Easy Collaboration

Complete picture of who is in touch with your prospect

Email Templates

Optimise speed, open rate and engagement

Mailchimp Integration

The best of marketing fully integrated in UPilot

G-Suite Integration

Seemless integretion with your tools and processes

Supercharge UPilot by connecting with the apps you use

Using our APIs, Native integrations, and Zapier – you can now connect UPilot with over 1000 apps.

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Integrate your favorite apps with UPilot

Usually when you try a new system, you face resistance from your own team.

I didn’t get any resistance from my team, they really accepted and welcomed the change.”

Robbie Kohli
UPilot Customer turned Channel Partner

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