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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.

About

Upscale is a Sales Engagement Platform that accelerates B2B sales pipeline and revenue. We improve sales efficiency through a multi-channel outreach capability to book more meetings and close more revenue, at scale and speed. Upscale also empowers sales leaders with data-driven insights from sales and marketing data for revenue operations to be connected, efficient and predictable.

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

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

Audience

Organizations in need of a powerful CRM solution

Audience

Chief Revenue Officer, Chief Sales Officer, SVP/RVP Sales, VP Sales, Sales Director, Sales Manager, Sales Operations, Sales Enablement.

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$50 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 Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

UPilot
Founded: 2016
United States
upilot.com

Company Information

Upscale
Founded: 2020
United States
upscale.ai/

Alternatives

Alternatives

AgencyBuzz

AgencyBuzz

Zywave
Lambda

Lambda

Lambda Finance
AMZ Navigator

AMZ Navigator

eStoreMedia

Categories

CRM Supported

Categories

Inside Sales Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Intelligence 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

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Field Sales Management Not Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Not Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Not Supported

Integrations

Gmail Supported
Google Calendar Supported
LinkedIn Supported
Asana Supported
Brevo Supported
Crunchbase Not Supported
Drip Supported
HubSpot Customer Platform Supported
Intercom Not Supported
Jira Supported
Jira Work Management Supported
Mailchimp Supported
Microsoft 365 Supported
Process Street Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported
Zapier Supported
Zoom Supported
ZoomInfo Not Supported

Integrations

Gmail Supported
Google Calendar Supported
LinkedIn Supported
Asana Not Supported
Brevo Not Supported
Crunchbase Supported
Drip Not Supported
HubSpot Customer Platform Not Supported
Intercom Supported
Jira Not Supported
Jira Work Management Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Process Street Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Xero Not Supported
Zapier Not Supported
Zoom Not Supported
ZoomInfo Supported
Claim UPilot and update features and information
Claim UPilot and update features and information
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