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About

Our platform enables the world’s most important organizations to make technology decisions quickly and with confidence. Get one step ahead of the technology trends, markets, business models, and companies that you need to know. And that just steps 1. Armed with that knowledge, we help you move from discovery to design. Knowledge of what’s going on in tech is necessary. But it’s not enough. We mine the world’s biggest technology dataset to help you figure out the markets, the technologies, and the business models that are worth your time, energy, and resources. Finally, you have to decide on who to work with. There are 10s, sometimes 100s, of tech companies in every market. And they all seem great. We combine proprietary data submitted by companies with our predictive algorithms and analyst research so you can quickly and confidently pick the best companies. See where the opportunities are before they happen. Find them on our platform.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations seeking a platform to make technology decisions quickly and with confidence

Audience

Organizations in need of a powerful CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29 per user per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CB Insights
Founded: 2010
United States
www.cbinsights.com

Company Information

UPilot
Founded: 2016
United States
upilot.com

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Categories

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

ActiveCampaign
Basecamp
Drip
Gmail
Google Calendar
Google Chrome
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
Jira Work Management
Mailchimp
Microsoft 365
Nekton.ai
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Zapier

Integrations

ActiveCampaign
Basecamp
Drip
Gmail
Google Calendar
Google Chrome
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
Jira Work Management
Mailchimp
Microsoft 365
Nekton.ai
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Zapier
Claim CB Insights and update features and information
Claim CB Insights and update features and information
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