Audience
Organizations in need of a powerful CRM solution
About UPilot
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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Pricing
Starting Price:
$29 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
UPilot
Founded: 2016
United States
upilot.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
UPilot Frequently Asked Questions
UPilot Product Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management
Call Logging
Lead Scoring
Quotes / Proposals