UPilot Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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

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.

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.

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

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.

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.

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.

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.

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