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About

BidClips empowers home services teams to build better customer experiences. With our interactive quote builder and automated follow-ups, it’s never been easier to impress your customers and grow your business. Use our form builder to obtain the right information for each service you offer with pictures, videos, and measurements. Engage your customers with email and text follow-ups that show your customers you care and help you gain more business. Empower customers to accept, schedule, and make a down payment on their estimate all from the comfort of their device. Visualize in real-time the health of your business with daily total jobs sold and average ticket price. Improve your sales to service pipeline with metrics such as bid to job closing ratios and the % of requests sent estimates. View the performance of your sales team and make more informed decisions on staffing and training.

About

If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula. UPilot automatically calculates the closing ratios of your team and each one of your sales staff. When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably. When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow. Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions. So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses looking for a sales enablement software solution that helps capture qualified leads

Audience

Organizations in need of a powerful CRM solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$74 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$29 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

BidClips
United States
bidclips.com

Company Information

UPilot
Founded: 2016
United States
upilot.com

Alternatives

Alternatives

AgencyBuzz

AgencyBuzz

Zywave
Lambda

Lambda

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AMZ Navigator

AMZ Navigator

eStoreMedia

Categories

Glass Supported
Handyman Supported
Home Services Supported
Job Costing Supported
Lawn Care Supported
Pest Control Supported
Quoting Supported
Work Order Supported

Categories

CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

QuickBooks Online Supported
Asana Not Supported
Basecamp Not Supported
Brevo Not Supported
Drip Not Supported
Google Calendar Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
IntelliPay Supported
Jira Not Supported
Jira Work Management Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Process Street Not Supported
QuickBooks Online Advanced Not Supported
Trello Not Supported
Twilio Supported
Xero Not Supported
Zapier Not Supported

Integrations

QuickBooks Online Supported
Asana Supported
Basecamp Supported
Brevo Supported
Drip Supported
Google Calendar Supported
Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
IntelliPay Not Supported
Jira Supported
Jira Work Management Supported
Mailchimp Supported
Microsoft 365 Supported
Process Street Supported
QuickBooks Online Advanced Supported
Trello Supported
Twilio Not Supported
Xero Supported
Zapier Supported
Claim BidClips and update features and information
Claim BidClips and update features and information
Claim UPilot and update features and information
Claim UPilot and update features and information