Overview
What is UPilot?
UPilot is a technology platform designed to deliver the core functionalities of a Sales CRM from the company of the same name in Sunnyvale, providing contact management, deal tracking, and related features.
Pricing
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is UPilot?
UPilot Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Comparisons
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Reviews
Community Insights
- Business Problems Solved
Users of UPilot have found the platform to be invaluable in solving a variety of business problems. One key use case is its ability to streamline workflows and increase productivity. Users appreciate the easy-to-navigate interface and wide range of features that help them stay on top of sales tasks and potential deals. Additionally, UPilot's customization options, such as multiple text boxes and the ability to view reports and goals in one place, have been highly appreciated for their ability to tailor the system to individual needs.
Another significant problem solved by UPilot is the management and tracking of customer data. With its CRM functionality, users can easily keep track of regular customers' information in an online system, making it simple to access past charges when processing custom orders. This streamlined approach not only saves time but also ensures that important details are readily available when interacting with clients.
Working from home has become a new normal for many businesses, and UPilot has proven to be a valuable tool in this regard. Users have found that the platform allows for easy communication, with meetings and note collection taking place in one centralized location. This convenience enhances collaboration among team members and ensures that important information is captured effectively.
Furthermore, UPilot's visual sales pipeline and dashboards have received high praise for their ease of use and ability to provide valuable insights. Users appreciate being able to gain a clear overview of their sales processes, allowing them to make informed decisions about prioritizing tasks and allocating resources.
One key aspect that sets UPilot apart is its strong customer support. The responsive and dedicated support team goes the extra mile to assist users, ensuring they understand the system's processes and can fully leverage its capabilities.
Overall, based on positive user experiences, UPilot comes highly recommended for businesses looking to upgrade their current CRM solution. Its wide range of features, streamlined workflows, ease of use, and excellent customer support make it a valuable asset for managing sales processes efficiently and effectively.