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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

Vecta knows what you need before you do. Using and transforming existing customers and data, Vecta automatically uncovers new opportunities and directly alerts your sales team. No more complicated search queries, ready-to-action facts, figures, and opportunities, instantly. The sales tool that helps boost results and beat targets, Vecta ensures that every individual is fully prepared to be super productive and proactive on every call or visit. The all-in-one portal to store and share customer and sales information across your business. Every member of every team has instant access to a central bank of transaction and contact data. Making your business more profitable and efficient - it's what makes us tick. Software is only ever as good as the development and support teams behind it; take comfort that our experienced and friendly team are specialists in your field. We see your sales potential, now let's help you achieve it!

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

Manufacturers, distributors and wholesalers seeking a solution to increase sales and manage customers

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

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 Supported

Company Information

UPilot
Founded: 2016
United States
upilot.com

Company Information

Vecta
United States
vecta.net

Alternatives

Alternatives

AgencyBuzz

AgencyBuzz

Zywave
Infor CRM

Infor CRM

Infor
Lambda

Lambda

Lambda Finance
MagicCRM

MagicCRM

MagicLeader
AMZ Navigator

AMZ Navigator

eStoreMedia
SALT CRM

SALT CRM

SALT

Categories

CRM 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

ActiveCampaign Supported
Asana Supported
Basecamp Supported
Brevo Supported
Drip Supported
Gmail Supported
Google Calendar Supported
Google Docs Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Jira Supported
Jira Work Management Supported
Mailchimp Supported
Microsoft 365 Supported
Process Street Supported
QuickBooks Online Supported
Slack Supported
Trello Supported
Xero Supported
Zoom Supported

Integrations

ActiveCampaign Not Supported
Asana Not Supported
Basecamp Not Supported
Brevo Not Supported
Drip Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Docs Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Jira Not Supported
Jira Work Management Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Process Street Not Supported
QuickBooks Online Not Supported
Slack Not Supported
Trello Not Supported
Xero Not Supported
Zoom Not Supported
Claim UPilot and update features and information
Claim UPilot and update features and information
Claim Vecta and update features and information
Claim Vecta and update features and information