8.6
Spot Score
UPilot Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
Starts from $29 / User / Month
CellPoint Mobile
MulticoreWare
Brilliant NoiseTrusted by many companies including CellPoint Mobile
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is UPilot?
UPilot CRM Software is a customer relationship management system developed specifically for small business owners and sales teams to manage leads, appointments, activity tracking, follow-up notes, and much more.
Pricing
Starts from $29 / User / Month
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
UPilot Software Demo
UPilot was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider UPilot
- Team types
- Large Enterprises, Medium Business
Why teams choose UPilot
Intuitive design for easy navigation
Focuses on essential CRM functionalities
Affordable pricing for small businesses
Is UPilot right for you?
What buyers should know before shortlisting UPilot
UPilot has emerged as a promising CRM tool, particularly suited for B2B sales, SMBs, and solo entrepreneurs. Its standout feature is the 360-degree contact view, offering a comprehensive overview of interactions, deal history, and insightful visuals that streamline complex sales processes.
The platform's user-friendly and visually appealing interface, complete with a modern dark mode, enhances the overall user experience. Features like customizable pipelines, two-way email synchronization, insightful reports, and an organizational chart that pinpoints key stakeholders make UPilot both efficient and adaptable to unique business needs.
Its affordability, simplicity, and ability to integrate advanced functionalities into one package set it apart in the CRM landscape. However, some users have noted areas for improvement, including the absence of bulk editing options, occasional glitches, and a more limited range of advanced reporting features.
While the learning curve can be steep for some due to its plethora of options, once familiarized, businesses are likely to find it an invaluable tool for managing customer relationships and driving sales. For those seeking a robust, customizable CRM solution, UPilot is well worth exploring.
UPilot pros and cons
- UPilot pros
Intuitive design for easy navigation
Focuses on essential CRM functionalities
Affordable pricing for small businesses
- UPilot cons
May not support complex sales processes
Limited integrations with other tools
Ready to try it?
Get started with UPilot
Start your free trial — no credit card required.
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See how it stacks up
Compare UPilot side-by-side with top CRM Software alternatives.
What is the pricing of UPilot?
UPilot Pricing Plans
Take Off
$29
/User/Month
UPilot Radar
Role-based access
Contact Management
Contacts Kanban Pipeline
Smart Lists
Show more +
The Climb
$49
/User/Month
Includes features of Take Off plan, plus
Audit logs
Deep email sync
Retain email history
Advanced Custom Reports
Show more +
Cruise Control
Includes features of The Climb plan, plus
All addons automatically included
Training for all new staff
UPilot reviews and ratings
Buyer sentiment
Buyer sentiment is positive across 12 reviews, with strong overall satisfaction.
What buyers like
- Offers a 360-degree view of contacts, deals, and history, which makes data management intuitive and insightful.
- Highly customizable fields, deal stages, and workflows tailored for B2B sales, SMBs, and solo entrepreneurs.
- Effective email synchronization with a 2-way sync that eliminates the need for switching between applications.
Common complaints
- Bulk editing and advanced reporting features are limited, requiring time-consuming manual adjustments.
- Can feel overwhelming or confusing to beginners due to the extensive options and customization capabilities.
- Advanced features like adding multiple contacts in meetings or activities are absent, leading to inefficiencies.
What users are saying
AH
An H
07/19/23
"B2B Sales CRM, Smart 360 degree View, Customization, Virtual Pipeline, Beauty Insight"
What do you like best about UPilot? 1. 360-degree view of the contact is great that help you could view not only the information of contact/ deal but ...
Read more
AU
Anonymous User
12/21/22
"Pretty good."
What do you like best about UPilot? Good interface when used via a desktop. But not sure why it can't be used via a smaller mobile Google chrome ...
Read more
AU
Anonymous User
05/24/22
"Very incredible service"
What do you like best about UPilot? Me and my time like the connection of the CRM. It gives us the possibilitie to work together no matter where we ...
Read more
JG
Joe G
05/04/22
"Great CRM with clear view of data fast"
What do you like best about UPilot? The clear and easy to use interface makes adding data clear and simple for any member of the team quickly. What do ...
Read more
SP
Sangeeta P
04/22/22
"lead"
What do you like best about UPilot? I like their CRM because it is user friendly What do you dislike about UPilot? No much Innovative things in the ...
Read more
SC
Steve C
03/15/22
"Great cloud CRM to keep our staff connected working at home"
What do you like best about UPilot? Simple to use but with a large number of features. Works well and still fast enough though cloud based. What do ...
Read more
What are the features of UPilot?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…
UPilot security and data handling
Key compliance certifications and security features for IT and security teams evaluating UPilot.
Certifications
Developer & data
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9.0
Very Good
UPilot Customers
CellPoint Mobile
MulticoreWare
Brilliant Noise
UPilot Support Options
Frequently Asked Questions About UPilot
Common questions buyers ask before choosing UPilot.
UPilot is a CRM Software. UPilot offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.
Buyers commonly note the following limitations of UPilot: May not support complex sales processes; Limited integrations with other tools; Basic analytics features.
Some top alternatives to UPilot includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and Miss CRM.
UPilot offers Free Trial, Subscription, Quotation Based pricing models
The starting price of UPilot is $29/User/Month
Ready to try it?
Get started with UPilot
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].