--- title: UPilot Reviews meta_title: 'UPilot Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 12 reviews by the users' company size, role or industry to find out how UPilot works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 12 scale: '5' date_modified: '2026-09-28' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # UPilot Reviews **Vendor:** Upilot **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 12 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## 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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** July 19, 2021 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about UPilot?** 1. The 360-degree view of the contact is great, allowing you to see not only the contact/deal information but also the working history. Managed in a two-column page with medium size, it is easy on the eyes. 2. The deal function is wonderful, designed for complex B2B sales, allowing multiple contacts and positions in the deal such as Partner, Decision Maker, Sponsor, etc. You can also view the "working history with each party involved in the deal." The deal table is virtual with a bar, probability, date, value, etc. You can also create "Category/Product" and "Add Payment Term" into the Product. For example: Product: Package 1, Category: Store 1, Payment term: Monthly... 3. The pipeline view in contact is separated by "Status," allowing you to set it as a Lead pipeline or Status of Account/Company you want to manage, depending on your mindset. 4. Two-way synced email without third-party involvement means you don't have to switch between CRM & Mail-app, all at an affordable price. 5. The UI is modern, cool, and easy on the eyes with "Dark Mode." 6. They provide reports as insights, letting you know everything like Contact Progress/Scorecard, which is very great and nice to try. 7. The org chart function helps 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 means only displaying in each stage you set up, not in the whole stage. Truly customizable. 10. The Workplace/Dashboard shows the target team/individual and Deals close in 30 days/>60 days, organized in a box for you. **What do you dislike about UPilot?** 1. Only one pipeline for sales. 2. The note in "Schedule call" is separated into two parts, not included together, which makes it a bit confusing in the timeline. 3. Bulk editing for customization or other columns in the table is not offered; you can edit some default columns as well. If you edit in advanced, you should strongly consider this, as it wastes a lot of time to manually edit, causing unexpected stress. 4. Can't add multiple contacts in a "Meeting or Demo" activity. 5. Advanced reports are not offered; they only have some basic reports like sales target vs actual, sales forecast, deal overview, deals lost reason, contact status change. 6. Task bug displays "today" even if the task was closed months ago. **Recommendations to others considering UPilot:** If you're looking for a CRM for B2B Sales/SMBs/Soloentrepreneurs with needs like Contact Management, Deal virtual in table view/forecast, colorful Pipeline for easy viewing, Customization to meet your requirements, 360 Degree View Contact, Insight of your business/activity/working, Goals & Gap setup for years/02 years/5 years right in front of your eyes, 2-way-email synced WITHOUT upgrading 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, so the price might be a little higher than others, just a little bit. Believe me, with the lowest package and price - It's worth it for you. I've been looking for this style of CRM for years. You should try it! Update for you the new org chart that helps you know who's missing to help you sell better and move the deal forward. **What problems is UPilot solving and how is that benefiting you?** 1. Deal function with multiple contacts added in one deal and separate roles in the deal plus product & category included. 2. The 360-degree view is smart, with medium font size and customization. 3. Insight beauty to get to know. 4. Pipeline view is colorful, and the forecast is great. 5. A lot of dials can be added to set up targets and tracking. 6. Email is two-way synced to work. 7. Org chart helps me organize my sales better when I know where it's stuck and who was missed. 8. Task management is critical with pipeline view, allowing easy editing or moving to another date. 9. Tasks show related information for you to know without needing to click to Contact/Deals/Company to see details. It's separate between module and task details. 10. Tab display reduces your clicks and focus, allowing you to see the whole information of each module and only see one, can't open a new tab, and not impact 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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 Businesses **Rating:** 3.0/5.0 stars **Reviewed by:** Ankit S. | Marketing, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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 **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **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 visible on the contacts as well as the entity i.e., under the Director as well as the Company view pages. **What problems is UPilot solving and how is that benefiting you?** Upilot is definitely where I log my conversations I have with clients. It's hard to remember everything, so when I make notes once I speak to people, it's definitely 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=2026-09-29+20%3A23%3A24+-0500&secure%5Bsession_id%5D=3f21749f-3e81-48ea-b9dc-58a5bce86f2b&secure%5Btoken%5D=0d5d92bb5cafb1f58dbc1b893b45cf98af5c0c64893cd9fb9e606fa810ad41f3&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **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 - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (26,132 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews) - [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) - 4.4/5.0 (938 reviews)