8.6
Spot Score
Boost sales and build lasting relationships.
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Starts from $29/User/Month
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 ...Read more
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.
Modern, visually appealing UI with features like a Dark Mode that reduces eye strain.
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.
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AS
Ankit S
10/18/21
"Efficient CRM Tool for Small Medium Businessess"
What do you like best about UPilot? Upilot is cost-effective, easy to use, and provides simplified forecasts What do you dislike about UPilot? The Customer support is not up to par, the User interface is a bit low hanging Recommendations to others considering UPilot: There are still a lot of areas of improvement from the point of customer experience. It helps in solving business problems but is not up to the industry standards The CRM Mechanism is insightful but have to work on the CX part ...
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AH
Angie H
03/01/21
"UPilot - Very useful sales tool"
What do you like best about UPilot? The best improvement that was made to the Upilot system years ago was the introduction of the 'clone deal' button. This saves so much time for multiple deal/transaction clients. What do you dislike about UPilot? Not really a dislike, but it would be helpful if the timeline comments/updates were visable on the contacts as well as the entity ie under the Director as well as the Company view pages What problems is UPilot solving and how is that benefiting ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
