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UPilot Reviews & Product Details

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UPilot Media

You measure the results and activities of the team Get future revenue projections Conduct a Monthly/Quarterly meeting without waiting for the reports to be generated Compare results from various time frames side by side

UPilot Demo - UPilot Sales Pipeline Management

Get sales forecasts with a single click Do a pipeline review to ensure future revenues are predictable You can know in a single glance which deals are being followed up

UPilot Demo - User Permissions and Role based Access

Implement Role-based access without having to migrate to complex solutions Map reporting structure and visibility on to the CRM without having to pay a setup fee or hiring a system admin Have more than two roles without having to pay for higher editions

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Verified User in Pharmaceuticals

Small-Business (50 or fewer emp.)

12/21/2022

"Pretty good."

5/5

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 app. Review collected by and hosted on G2.com.

What do you dislike about UPilot?

Sometimes it can hang, but not sure if this is perhaps due to my internet bandwidth.

To suggest improvement - there has to be a feature to 'ping' us when new client comes in. Review collected by and hosted on G2.com.

Shemmy K.

IT Manager

Small-Business (50 or fewer emp.)

3/8/2022

"UPilot Review"

2.5/5

What do you like best about UPilot?

I will say I do not like much about his software but I will give credit where it's due. Their user interface is really awesome and the platform as a whole is appealing to the eyes. Review collected by and hosted on G2.com.

What do you dislike about UPilot?

First of all, if you had a task and closed it like a week ago or even a month the platform would still show 'today' which was really annoying and confusing hence inconveniencing.

I was scheduling a demonstration meeting with my superiors and unfortunately, I could not add multiple contacts in the meeting you can imagine the kind of damage this brought with the decision that was to be made of the software.

These kinds of problems led to the disqualification of the software by the management hence we could not role it out in the whole organization. Review collected by and hosted on G2.com.

Sharry Karisa M.

Founder

Small-Business (50 or fewer emp.)

11/23/2021

"Upilot"

4.5/5

What do you like best about UPilot?

Objectives - Revealing - Estimate - Close Ratio,... a ton of report you could empower as Dial in Upilot. They make Report in delightful, simple to see and track. That assist you with exploring deals process and plan and track for other action (group utilizing is incredible, I'm use for myself). 360 degree view, effectively add other action OR follow up. Pipeline and Arrangement table is beautiful, virtual. Review collected by and hosted on G2.com.

What do you dislike about UPilot?

For my possibly encounters, it's a little defer when open a record, that is it. Everything is incredible, I preliminary twelve of CRM previously and could make a submit with you that Upilot is the best one you ought to never miss it. Mass Alter for Default/Redo field isn't accessible. Each page just see as 50 not more. Review collected by and hosted on G2.com.

Joe G.

Head of Marketing

Small-Business (50 or fewer emp.)

5/4/2022

"Great CRM with clear view of data fast"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about UPilot?

Nothing so far its all working well. Nice system. Review collected by and hosted on G2.com.

An H.

Business Development Specialist

Small-Business (50 or fewer emp.)

7/19/2021

"B2B Sales CRM, Smart 360 degree View, Customization, Virtual Pipeline, Beauty Insight"

4/5

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 also history working. They manage in 2 column page with the medium size it helps your eye work well

2. Deal is wonderful, these functions are made for B2B Sales Complex which could add many contact and position in the deal as Partner, Decision Maker, Sponsor.... Moreover, you could watch "working history with each parties join deal". Deal table virtual with a bar, probability, date, value... You could also create "Category/ Product" and "Add Payment Term" into the Product. For i.e: Product: Package 1, Category: Store 1, Payment term: Monthly ...

3. Pipeline view in contact and separate by "Status", then you could set it as Lead pipeline OR Status of Account/ Company you want to manage, depend on your mindset.

4. Synced email 2 way without 3rd join that you do not switch between CRM & Mail-app with affordable price

5. UI is modern, cool, and safe with your eyes with "Dark Mode"

6. They have report as insight let you know everything as Contact Progress/ Scorecard very great and nice to try with.

7. Org chart function help you know how many people you should know and must go to deal.

8. Customization is the best for data entry they provide Checklist, Date time You vs Your Prospect time, Choose show Section in each Contact or Deal Stage.

9. Customize Deals Stage with Custom Fields mean only display in each stage you set up not in whole stage. Really customize

10. Workplace/ Dashboard show the target team/ invidual and Deals close in 30 day/ >6 0 day they organize in a box for you Review collected by and hosted on G2.com.

What do you dislike about UPilot?

1. Once pipeline for sales only

2. Note in "Schedule call" is separated to 2 part not included together that make a bit confuse in timeline

3. Bulk Editing for customization OR other column in table is not offered, could edit some default column as well. If you edit in advanced should strongly consider this, waste a lot of time to manual edit that gain unexpect stress

4. Can't adding multiple contact in a "Meeting OR Demo" activity

5. Advanced Report is not offer they only have some of basic report as sales target vs actually, sales forecast, deal overview, deals lost reason, contact staus change

6. Taks bug display "today" even task closed for month ago Review collected by and hosted on G2.com.

Recommendations to others considering UPilot:

If you looking for a CRM for B2B Sales/ SMBs/ Soloentrepreneur with the need as Contact Management, Deal virtual in table view/ forecast, Pipeline colorful easily watching, Customization to meet your requirement, 360 Degree View Contact, Insight of you business/ activity/ working, Goals & Gap set up for years/ 02 years/ 5 years and in front of your eyes, 2-way-email sysned WITHOUT upgrade package, talk to sales, limited function, pay more to use, then Upilot is a good choice for you. In fact, they include everything in one package then the price maybe little bit higher than other, just a little bit. Belive me with the lowest package and price - It's worth for you. I looking for these style of CRM for years. You should try it!

Update for you the new org chart thatlead you know who missing to help you sell better and move deal forward Review collected by and hosted on G2.com.

What problems is UPilot solving and how is that benefiting you?

1. Deal function with Multiple Contact add in one deal and separate role in deal plus product & Category included.

2. 360-degree view is smart, medium font size, customization

3. Insight beauty to get to know

4. Pipeline view is colorful, the forecast is great

5. A lot of Dial could add to set-up target, tracking

6. Email 2 way synced to work

7. Org chart help me to organise my sales better when I know where is stuck and who was missed

8. Task Management is critical with pipeline view then you could easily edit or move to other date

9. Taks show related information for you to know not need to click to Contact/ Deals/ Company to see details. Its separate between module and details of task.

10. Tab display it reduce your click and focus, you will see whole information of each module and only see one cant open new tab and not impacted to your browser history. Only one tab Review collected by and hosted on G2.com.

Steve C.

Web Designer

Small-Business (50 or fewer emp.)

3/15/2022

"Great cloud CRM to keep our staff connected working at home"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about UPilot?

All good so far cant complain about anything Review collected by and hosted on G2.com.

Recommendations to others considering UPilot:

Free trial means anyone can try it and see if they like it which they will. Review collected by and hosted on G2.com.

What problems is UPilot solving and how is that benefiting you?

Working from home for our staff has been really hard the last year but Upilot makes it much easier to have meetings and collect notes from team members in one place. Review collected by and hosted on G2.com.

Verified User in Translation and Localization

Mid-Market (51-1000 emp.)

5/24/2022

"Very incredible service"

4/5

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 are Review collected by and hosted on G2.com.

What do you dislike about UPilot?

Sometimes we get stucked on stuff because, even in general is pretty easy to use, there's like a thousand options, so it's easy to get lost Review collected by and hosted on G2.com.

Sangeeta P.

Lead development Consultant

Small-Business (50 or fewer emp.)

4/22/2022

Business partner of the seller or seller's competitor, not included in G2 scores.

"lead"

4.5/5

What do you like best about UPilot?

I like their CRM because it is user friendly Review collected by and hosted on G2.com.

What do you dislike about UPilot?

No much Innovative things in the CRM, They can come with more innovative things which helps businesses Review collected by and hosted on G2.com.

Lisa D.

Underwriting Assistant

Small-Business (50 or fewer emp.)

1/6/2022

"Excellent Way to Manage Sales Prospects"

4/5

What do you like best about UPilot?

It organizes all customer contact information and lists the various employees in terms of point of contact sales potential. Review collected by and hosted on G2.com.

What do you dislike about UPilot?

It can take a long time to set the application up and we experienced some glitches early on that would prevent us from editing any of our client information and having it save. Review collected by and hosted on G2.com.

arpit b.

Customer Service Executive

Mid-Market (51-1000 emp.)

1/16/2022

"Most valuable"

5/5

What do you like best about UPilot?

Upilot is course effective and easy to use grateful work this se so much time for multiple deal and transaction clients all customer information deal is wonderful Review collected by and hosted on G2.com.

What do you dislike about UPilot?

Not really are this like it is great work full and never mistakes Review collected by and hosted on G2.com.