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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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Upilot Reviews

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Star Rating
6
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2
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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. 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.
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