Name: UPilot
Author: UPilot

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Feature Management

Performance Testing

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Embedded Business Intelligence (BI)

Enterprise Search

Enterprise

Accounting

Accounting and Tax Services

Financial Risk Management

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Relocation

Resume Parsing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Migration

Cloud Storage

Component Content Management

Configuration Management

Database DevOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Performance Monitoring

Product Implementation Services

Remote Desktop

Remote Monitoring and Management

Secure Email Gateway

Server Virtualization

Test Management

User Virtualization

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Event Management

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Takeoff and Estimating

Direct Secure Messaging

Home Health Care

Insurance Agency Management

Intelligent Document Processing

Medical Office EMR & EHR

Population Health Management

Vertical-Specific

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### Sales Management
Users appreciate UPilot's sales management capabilities for their effectiveness in organizing customer contact information and tracking sales potential. The platform's 360-degree view of contacts, customizable deal stages, and insightful reports are highlighted as key features that enhance sales processes. While some users mention limitations such as the inability to add multiple contacts in a single activity or the lack of advanced reporting options, overall, UPilot is recognized for streamlining sales tasks and providing a comprehensive view of deals and pipelines.

### Contact Management
Users consistently highlight UPilot's contact management as a standout feature, praising its ability to provide a comprehensive 360-degree view of contacts. The platform's intuitive design allows for easy tracking, adding, and customization of contact information. Additionally, users appreciate the flexibility to add multiple contacts based on company hierarchy, enhancing the depth of contact relationships within deals. Customization options, such as the ability to input various text boxes, further contribute to the positive user experience with UPilot's contact management functionality.

### Client and Contact Insights
Users consistently highlight UPilot's client and contact insights as a standout feature, praising the platform for its ability to provide a comprehensive 360-degree view of contacts and deals. The customization options, such as adding multiple contacts with different roles and detailed deal information, are particularly appreciated. Additionally, the insightful reports and colorful pipeline views contribute to a better understanding of sales processes and aid in decision-making. While some users mention minor delays in loading records and suggest improvements in bulk editing capabilities, overall, UPilot's client and contact insights receive positive feedback for their user-friendly interface and valuable functionalities.

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.

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.

1CRM is an integrated customer relationship management (CRM) solution that covers the complete business management lifecycle. It includes features like collaboration and mobile access, and it can be customized for multiple industries. It is available in both open source and commercial editions.

Free

Startup

Startup+

Professional

Free Forever

CRM Bundle

UPilot

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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UPilot

Overview

What is UPilot?