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Upilot

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12 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.2
Serving customers since

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Star Rating

6
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Upilot Reviews

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Profile Name
Star Rating
6
4
2
0
0
An H.
AH
An H.
Connecting Authentic Vietnam Supplier directly to Verified Worldwide Buyer, create a new export business to grow revenue, save budget and scale-up size, then open a new chapter for your company
07/19/2023
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

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

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
Verified User in Pharmaceuticals
UP
Verified User in Pharmaceuticals
12/21/2022
Validated Reviewer
Review source: Organic

Pretty good.

Good interface when used via a desktop. But not sure why it can't be used via a smaller mobile Google chrome app.
Verified User in Translation and Localization
UT
Verified User in Translation and Localization
05/24/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Very incredible service

Me and my time like the connection of the CRM. It gives us the possibilitie to work together no matter where we are

About

Contact

HQ Location:
Sunnyvale, California

Social

@upilotcrm

What is Upilot?

Upilot is a sales CRM platform designed to help businesses streamline their sales processes and improve team productivity. It offers features such as pipeline management, email integration, and performance analytics, allowing users to efficiently track leads, manage customer interactions, and analyze sales data. The platform is aimed at small to medium-sized businesses looking for a robust yet user-friendly CRM solution to enhance their sales strategies.

Details

Website
upilot.com