---
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: '2026-07-12'
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
## 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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-22+03%3A38%3A40+-0500&secure%5Bsession_id%5D=91b0ad5e-4cdc-4a85-8c22-18a2fd370d4f&secure%5Btoken%5D=bd54b4d005c8c738ee7cd2b25ccc521739cff732d8a9b0390caa5ae4f17adcca&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 (24,671 reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,274 reviews)
  - [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) - 4.4/5.0 (938 reviews)