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
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
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.
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