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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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

$29 per user per month
Free Version
Free Trial

Pricing

No information available.
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

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

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
Asana
Basecamp
Brevo
Drip
Gmail
Google Calendar
Google Docs
Google Drive
Jira
Jira Work Management
LinkedIn
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier
Zoom

Integrations

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Gmail
Google Calendar
Google Docs
Google Drive
Jira
Jira Work Management
LinkedIn
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier
Zoom
Claim UPilot and update features and information
Claim UPilot and update features and information
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Claim Vecta and update features and information