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Marketing2025-01-09T13:54:12+00:00

  • Features

  • Marketing

One Unified Solution for Sales & Marketing Success

Your Complete Lead Journey—Capture, Nurture, and Convert with UPilot

Connect your Marketing and Sales team!

Seamlessly combines sales and marketing functionalities — all at one affordable cost.

One platform, one price

Eliminate the need for multiple licenses across different platforms.

No Excessive Contact Based Pricing

You will never be charged extra by the number of contacts!

Sales & Marketing—Eliminate Silos, Maximize ROI

Automation Map

Create automations, schedule emails, follow-up calls, meetings, and more with ease using UPilot.”

Segmentation

Identify and engage with the right prospects based on specific criteria that matter to your business.

Email Designer

Crafting high-converting emails should be simple, not complicated. Use our easy drag-and-drop builder.

Link & Event Tracking

Giving you a full picture, whether it’s a social media click or an SMS reply.

Predictive Sending

Land your crafted killer message in your prospect inbox at the right time, when they’re checking.

Webforms

Embed lead capture forms into your website with UPilot’s intuitive form builder—no coding required, just drag, drop, and go.

Campaign Insights

Get a comprehensive overview of your email campaigns with detailed metrics like open rates, click rates, bounces, and a timeline of all interactions, allowing you to track and analyze every engagement.

Live Chat

Based on their online actions, engage customers when they have the highest intent.

If you are facing any of this concerns, UPilot is made for you.

Have you deleted contacts from your marketing solution to escape another upgrade tied to the number of connections?

Does your marketing team complain about losing visibility on the leads that get passed on to the sales team?

Does your sales team know which emails resonate with their prospects and clients within the CRM?

Have you ever started using a marketing solution only to realize you need another upgrade for a CRM integration?

Say goodbye to the headaches of managing contact based pricing & CRM integration as well as the complexity of marketing tools. With UPilot, your marketing and sales teams align within the same CRM system. UPilot simplifies B2B marketing.

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For us, it’s really useful to have these reports related to our campaigns to make the information more accessible to our sales team.”

Camila Fernandez
Marketing Director, SUMAC

Here is why our customers switched to UPilot:

Vinoth Kumar B Business Development at Ocean Freight As someone working on sales, I've used several CRM tools in the past, but I have to say that @UPilot is a massive improvement!

We recently started using it, and the platform is incredibly user-friendly and quite customizable for our needs.

Would highly recommend UPilot to any sales team looking for a CRM that will help them streamline their processes and improve their productivity. Wesley N. CEO at Birchway, Inc. If you are in need of an amazing CRM, that integrates with nearly everything, that comes with a team that actually wants to help you succeed, look no further, UPilot is your forever CRM! I have had multiple meetings with them for not only a customized CRM for Birchway, but a custom solution for our customers as well.

After years of trying to find the perfect CRM for my business, striking out everywhere due to lack of integration or lack of support to inability to attach emails, UPilot can do it all and it will work for every business. If you are in need of a CRM, give them a look, you won't be disappointed! Nina Nichols CEO & Founder at Resolution Research & Marketing, Inc.® Giving a HUGE shoutout to UPilot - a new CRM that is very intuitive & highly customizable - so much so that you won't have to hire someone to customize it for you. The contacts in my gsuite email Auto-Imported, as did all their emails which attached to each record. It's brilliant. I've been looking for the right CRM for a long time & I've found it. Thank you @Upilot Upilot.com San Bhaskaran

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