UPilot

Additional features

Unified CRM

Integrates various customer relationship management functions into one system. This provides a central hub for managing customer interactions.

Sales Execution

Offers tools specifically designed to help salespeople manage and execute their sales processes effectively. This focuses on improving sales efficiency.

Designed by salespeople, developed by IT experts

Highlights a user-centric design informed by sales professionals and built with technical expertise. This suggests a balance of usability and functionality.

Support

Provides features for managing customer support requests via emails or live chat. This helps in resolving customer issues efficiently.

Manage your support requests via emails or live chat

Allows handling customer inquiries through both email and real-time chat channels. This offers flexibility in support communication.

Analytics & Reporting

Includes auto-generated reports to provide a comprehensive overview of business performance. This enables data-driven decision-making.

Auto-generated Reports

Automatically creates reports, offering quick insights into key metrics. This saves time on manual report creation.

Meeting Schedulers

Offers the UPilot Scheduler to help optimize and manage customer meeting schedules. This streamlines the appointment booking process.

Optimize customer meetings with UPilot Scheduler

Aims to improve the efficiency of scheduling and conducting meetings with customers. This can lead to better time management.

eSign & Doc Sharing

Enables sending documents for electronic signatures and sharing files. This digitizes and speeds up document workflows.

Send documents for signature

Allows users to send documents to customers or stakeholders for legally binding electronic signatures. This eliminates the need for physical paperwork.

Get forms filled

Provides functionality to send forms to be completed electronically. This simplifies data collection.

Set up signing orders

Enables defining a specific sequence for multiple signatories on a document. This ensures proper authorization flow.

Marketing

Includes essential marketing features. This allows for managing marketing activities within the CRM.

Unlock essential Marketing Features without breaking the bank

Suggests cost-effective marketing tools are integrated into the platform. This provides value for businesses on a budget.

Pre-integrated, unified solution

Emphasizes that all features are built into the platform, avoiding the need for external integrations. This ensures seamless functionality.

Emails, SMS and Phone Calls

Integrates communication channels like email, SMS messaging, and phone calls within the CRM. This provides a central communication hub.

Conversation intelligence

Likely offers features to analyze and gain insights from customer interactions across different channels. This can improve communication strategies.

Hierarchical teams

Supports the management of sales teams with different levels and structures. This allows for organized team management.

Custom Reports

Enables users to create reports tailored to their specific needs and metrics. This provides flexible data analysis.

Privacy First

Highlights a commitment to data privacy. This assures users about the security of their information.

Private cloud options

Offers the possibility of hosting data on a private cloud for enhanced security and control. This caters to organizations with strict data privacy requirements.

Encrypted backups

Ensures that data is securely backed up with encryption. This protects against data loss and unauthorized access.

No 3rd party applications

Emphasizes that all core functionalities are built-in, reducing reliance on external vendors. This simplifies management and potentially improves security.

Fully customizable

Allows users to adapt the CRM to their specific business processes and needs. This provides flexibility and personalization.

Multiple pipelines

Supports the creation and management of multiple sales pipelines. This allows for tracking different sales processes or product lines.

360 degree view

Provides a comprehensive overview of each customer, consolidating all interactions and data in one place. This enhances understanding of customer relationships.

Manage complex deals

Offers features to handle intricate sales deals involving multiple stakeholders and payments. This caters to more sophisticated sales scenarios.

Multiple stakeholders

Allows tracking and managing interactions with various individuals involved in a deal. This ensures all key contacts are accounted for.

Multiple payments

Supports managing deals with multiple payment installments or schedules. This provides flexibility in payment terms.

Recurring revenues

Includes features for managing and tracking deals with recurring revenue streams. This is important for subscription-based businesses.

Auto-data entry

Automatically captures and populates data fields, reducing manual input. This saves time and improves data accuracy.

UPilot Radar

Provides a visual overview of the sales team's progress towards targets. This helps in monitoring performance and identifying areas for improvement.

Marketing Automation

Enables automated follow-ups and personalized email campaigns to nurture leads. This improves marketing efficiency and engagement.

Track performance at every stage of the campaign

Allows monitoring the effectiveness of marketing campaigns throughout their lifecycle. This enables data-driven optimization.

Real-time analytics and insights (for marketing)

Provides up-to-date data and analysis on marketing campaign performance. This allows for timely adjustments.

Multi-Channel Marketing Integration

Integrates various marketing channels like email, social media, calls, SMS, and webforms. This provides a unified approach to customer engagement.

Unlimited Growth Potential

Highlights the absence of contact-based pricing, allowing for unlimited contacts. This supports business scalability without added costs.

Effortless Integration (general)

Emphasizes the ease of setting up and using the platform without complex configurations. This promotes quick adoption.

Unlimited contacts

Allows storing and managing an unlimited number of customer contacts. This supports business growth without pricing limitations based on contact volume.

About Security

Indicates a focus on the security of user data. This builds trust and assures data protection.