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About UPilot

UPilot is an all-in-one software platform from UPilot for Go-to-Market teams. It provides unified CRM, marketing features, and support management so teams can improve collaboration and efficiency. UPilot replaces multiple apps with a single transparent subscription, addressing the needs of sales, marketing, and customer support. It supports managing support requests via emails or live chat, improving customer meetings with the UPilot Scheduler, accessing essential marketing features, and encompassing finance management for companies and logistics. Key capabilities: unified CRM support request management meeting scheduling marketing tools finance management Best for: Go-to-Market teams that need an integrated platform to improve productivity and communication.

UPilot Details

Vendor
UPilot
Year Launched
Location
Austin, Texas 78701, US
Deployment
cloud
Training Options
documentation, videos, live online, in person, demo
Countries Served
All Countries
Languages
English, French, German, Spanish, Italian, Portuguese, Dutch, Russian, Chinese, Japanese
Users
Sales Representatives, Sales Managers, Marketing Specialists, Marketing Managers, Customer Support Agents, CRM Administrators, Business Development Executives, Founders and Entrepreneurs, Account Managers, Project Managers
Industries Served
Technology, SaaS, Consulting, Real Estate, Financial Services, E-commerce, Education, Healthcare, Legal Services, Professional Services
Tags
CRM, Knowledge Base, Sales Tracking, UPilot

UPilot's In-App Market Place

Does UPilot have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£)

Pros & Cons

  • Exceptional customer service, with quick responses and helpful solutions
  • Comprehensive CRM features, covering project management, invoicing, payments, and multi-channel communication
  • User-friendly interface, making business management seamless
  • 360-degree contact view, aiding decision-making and workflow efficiency
  • Robust reporting tools, offering forecast, goals, and activity insights
  • Beautiful UI & visual dashboards, making CRM usage enjoyable
  • Integration with Gmail, simplifying communication
  • Helps prevent lost leads, improving sales team performance
  • Advanced features may be overwhelming for new users
  • Occasional platform stability issues, leading to downtime
  • Bulk editing for custom fields not available
  • Report automation missing, requiring manual scheduling
  • Third-party integrations could be improved for better flexibility

UPilot's Support Options

UPilot's Alternatives