# UPilot Reviews **Vendor:** Upilot **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 12 ## About UPilot an advanced CRM that gives you a true role-based access with 6 plus addon features at a reasonable price to help your business scale from $2 to $100Million, that will be enthusiastically adopted by your staff. ## UPilot Reviews ### 1. Pretty good. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2022 **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. **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. **What problems is UPilot solving and how is that benefiting you?** The second one above. ### 2. UPilot Review **Rating:** 2.5/5.0 stars **Reviewed by:** Shemmy K. | IT Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2022 **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. **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. **What problems is UPilot solving and how is that benefiting you?** I only got to test the product before company approval but because of some small issues here and there we did not get the chance to fully experience what the software could do for us, so we ended up choosing another competitor. ### 3. Upilot **Rating:** 4.5/5.0 stars **Reviewed by:** Sharry Karisa M. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2021 **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. **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. **What problems is UPilot solving and how is that benefiting you?** They have a 360-degree view agreeable that assists you with exploring arrangement or settle on a choice quicker. They offer you a gauge/objectives/action report... something could supplant with Upilot however not magnificence. ### 4. Great CRM with clear view of data fast **Rating:** 5.0/5.0 stars **Reviewed by:** Joe G. | Head of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **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 you dislike about UPilot?** Nothing so far its all working well. Nice system. **Recommendations to others considering UPilot:** Free trial allows you to test this great CRM. **What problems is UPilot solving and how is that benefiting you?** We like to keep data for our regular customers in an online system. This means when take custom orders its easy to see what we charged a customer in the past. ### 5. B2B Sales CRM, Smart 360 degree View, Customization, Virtual Pipeline, Beauty Insight **Rating:** 4.0/5.0 stars **Reviewed by:** An H. | Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2021 **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 **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 **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 **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 ### 6. Great cloud CRM to keep our staff connected working at home **Rating:** 5.0/5.0 stars **Reviewed by:** Steve C. | Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2022 **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 you dislike about UPilot?** All good so far cant complain about anything **Recommendations to others considering UPilot:** Free trial means anyone can try it and see if they like it which they will. **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. ### 7. Very incredible service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Translation and Localization | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **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 **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 **Recommendations to others considering UPilot:** to use all the options and explore what's possible to do with them **What problems is UPilot solving and how is that benefiting you?** The speed of connections is the most important thing we are solving, pretty easy and useful ### 8. lead **Rating:** 4.5/5.0 stars **Reviewed by:** Sangeeta P. | Lead development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2022 **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 CRM, They can come with more innovative things which helps businesses **What problems is UPilot solving and how is that benefiting you?** UPilot delivers the core functionalities of an advanced Sales CRM in a re-imagined, super simplified way. ### 9. Excellent Way to Manage Sales Prospects **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa D. | Underwriting Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2022 **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. **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. **What problems is UPilot solving and how is that benefiting you?** It really helps our company keep on top of sales tasks as it lists out our clients and their organizations in terms of present sales potential. UPilot helps us stay on task. ### 10. Most valuable **Rating:** 5.0/5.0 stars **Reviewed by:** arpit b. | Customer Service Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2022 **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 **What do you dislike about UPilot?** Not really are this like it is great work full and never mistakes **Recommendations to others considering UPilot:** It is grateful deals and communications 360 views and easy to use **What problems is UPilot solving and how is that benefiting you?** It is really help our company keep on top of sales ungrateful deals customer satisfaction they are still a lot or of improvement ### 11. Efficient CRM Tool for Small Medium Businessess **Rating:** 3.0/5.0 stars **Reviewed by:** Ankit S. | Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2021 **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 of the mechanism **What problems is UPilot solving and how is that benefiting you?** UPilot is a cost-effective solution that helps in tracking the end-to-end customer journey. The insights are pretty fruitful and helps in allocating tasks ### 12. UPilot - Very useful sales tool **Rating:** 4.0/5.0 stars **Reviewed by:** Angie H. | Regional Finance Manager **Reviewed Date:** March 01, 2021 **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 you?** Upilot is definately where I log my conversations I have with clients. Its hard to remember everything so when I make notes once I speak to people its definately a game changer when you're speaking to them again that they know you were listening and remembered : )) ## UPilot Discussions - [What is UPilot used for?](https://www.g2.com/discussions/what-is-upilot-used-for) - [View UPilot pricing details and edition comparison](https://www.g2.com/products/upilot-upilot/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+09%3A57%3A45+-0500&secure%5Bsession_id%5D=8c02d342-e6f7-495a-9c36-3ace9f7dc696&secure%5Btoken%5D=0957470e9af06fa426f0c97573b60eeba0a20958decdbee5c8157d4d11bdb108&format=llm_user) ## UPilot Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top UPilot Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,580 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,160 reviews) - [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) - 4.4/5.0 (938 reviews)