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UPilot Software

Name: UPilot Software
Rating: 4.5 (2 reviews)

By UPilot

993 Interested

Highlights : About UPilot Software

Calendar/Reminder System

Contact Auto-complete

Deal Management

File Storage

Interaction Tracking

Reporting/Analytics

Segmentation

About UPilot Software

UPilot is a cloud-based customer relationship management (CRM) solution that helps small to midsize businesses with budgeting, lead tracking and reporting. Its key features include real-time analytics, revenue control, sales pipeline and supplier management. The application comes with a radar module that lets managers control multiple customer accounts, monitor team activity and analyze conversion rates.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Automatic Prospects Sync

Calendar/Reminder System

Contact Auto-complete

Cashflow

Contact Auto-complete

Deal Management

Duplicate Blocking

Email Open Tracking

File Storage

Interaction Tracking

Internal Chat Integration

KPI Dashboard

Marketing Automation Integration

Note Templates

Reporting/Analytics

Roles and Permissions

Sales Goals Management

Sales Pipeline Management

Segmentation

Social Media Integration

Task Management

Team Activity Tracking

Visual Kanban Pipeline

Benifits

Integrated analytics dashboard

UPilot comes with an integrated analytics dashboard that helps forecast data, and optimize and manage sales operations by automatically converting staff actions into actionable reports.

Platform integration

The platform integrates itself with processes and allows users to create custom fields, pipelines, categories, tags, dashboards, reports, and more.

Provides auto-generated pipeline values

UPilot provides auto-generated pipeline values with drag-and-drop adjustments, associated probability, and follow-up reports.

Platform offers role-based access

The platform offers role-based access to showcase the performance of new hires, employee retention and competitor performance.

Contact lists enable users

Contact lists enable users to follow up and interact with customers by creating a database of contacts into prospects, vendors, suppliers and partners.

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