Anticipate your future revenue and never miss your sales quotas.
Auto-generated Reports – the power of the big picture at a glance.
Top-down control – now you can choose who can see what.
Sign contracts digitally and speed up the deal signing process.
Designed by salespeople, developed by IT experts… The CRM salespeople want to use!
Supercharge UPilot by connecting with the apps you love.
Want to know more about who we are, what we strive for and why we built UPilot?
Join forces with us to offer the most cost-effective and easy-to-use CRM to the world.
Join our talent community and leave a mark in the CRM market!
Our vision at UPilot is to help you grow your business and achieve its full potential
From fundamentals to best practices… Everything you need to get the most of UPilot
Let our team show you how UPilot can help you and your unique business needs
Get StartedRequest Demo
Easy top-down control with our
Role-Based Access Panel
Feature available in all plans, even our Free one!
As your business grows, you can’t afford newcomers to decide whether they show or not their sales activities and prospects.
Emulate your company’s reporting structure directly in your CRM in under 2 minutes.
Create and assign roles to each salesperson. They only get the access you want them to.
Support staff needs to see the customer data but not the sales commission figures – manage who sees what in 3 clicks.
For each role, easily control what they can do – whether it be editing deals, viewing someone’s pipeline or export data…
Legacy CRMs know that you will ultimately need full control on visibility and permissions as you grow. Don’t fall in the trap!
From the Blog
© 2022 • UPilot INC • Legal • GDPR • Help