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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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Profile Name
Star Rating
6
4
2
0
0
Sharry Karisa M.
SM
Sharry Karisa M.
Financial Modeling & Valuation Analyst || Business Intelligence and Data Analytics Student || Data Science Student
11/23/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Upilot

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.
Ankit S.
AS
Ankit S.
10/18/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

Efficient CRM Tool for Small Medium Businessess

Upilot is cost-effective, easy to use, and provides simplified forecasts
AH
Angie H.
03/01/2021
Validated Reviewer
Review source: Organic

UPilot - Very useful sales tool

The best improvement that was made to the Upilot system years ago was the introduction of the 'clone deal' button. This saves so much time for multiple deal/transaction clients.

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