Related Products
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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.
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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.
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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
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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
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Audience
Businesses looking for a sales enablement software solution that helps capture qualified leads
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Audience
Organizations in need of a powerful CRM solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$74 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$29 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationBidClips
United States
bidclips.com
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Company InformationUPilot
Founded: 2016
United States
upilot.com
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Alternatives |
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Categories |
Categories |
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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
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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
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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
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