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8.6

Spot Score

UPilot - CRM Software

UPilot

Boost sales and build lasting relationships.

4.1

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Starts from $29/User/Month

UPilot Reviews & Ratings

4.1

Very Good

Based on 6 ratings & 12 reviews

Rating Distribution

Excellent

(6)

Very Good

(4)

Good

(2)

Poor

(0)

Terible

(0)

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Showing 1-10 out of 12

AU

Anonymous User

12/21/22

5 out of 5

"Pretty good."

What do you like best about UPilot? Good interface when used via a desktop. But not sure why it can't be used via a smaller mobile Google chrome app. What do you dislike about UPilot? Sometimes it can hang, but not sure if this is perhaps due to my internet bandwidth. To suggest improvement - there has to be a feature to 'ping' us when new client comes in. What problems is UPilot solving and how is that benefiting you? The second one above.

JG

Joe G

05/04/22

5 out of 5

"Great CRM with clear view of data fast"

What do you like best about UPilot? The clear and easy to use interface makes adding data clear and simple for any member of the team quickly. What do you dislike about UPilot? Nothing so far its all working well. Nice system. Recommendations to others considering UPilot: Free trial allows you to test this great CRM. What problems is UPilot solving and how is that benefiting you? We like to keep data for our regular customers in an online system. This means when take custom orders its easy ...

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SC

Steve C

03/15/22

5 out of 5

"Great cloud CRM to keep our staff connected working at home"

What do you like best about UPilot? Simple to use but with a large number of features. Works well and still fast enough though cloud based. What do you dislike about UPilot? All good so far cant complain about anything Recommendations to others considering UPilot: Free trial means anyone can try it and see if they like it which they will. What problems is UPilot solving and how is that benefiting you? Working from home for our staff has been really hard the last year but Upilot makes it ...

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AB

arpit b

01/16/22

5 out of 5

"Most valuable"

What do you like best about UPilot? Upilot is course effective and easy to use grateful work this se so much time for multiple deal and transaction clients all customer information deal is wonderful What do you dislike about UPilot? Not really are this like it is great work full and never mistakes Recommendations to others considering UPilot: It is grateful deals and communications 360 views and easy to use What problems is UPilot solving and how is that benefiting you? It is really help ...

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SP

Sangeeta P

04/22/22

4.5 out of 5

"lead"

What do you like best about UPilot? I like their CRM because it is user friendly What do you dislike about UPilot? No much Innovative things in the CRM, They can come with more innovative things which helps businesses What problems is UPilot solving and how is that benefiting you? UPilot delivers the core functionalities of an advanced Sales CRM in a re-imagined, super simplified way.

SK

Sharry Karisa M

11/23/21

4.5 out of 5

"Upilot"

What do you like best about 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. What do you dislike about UPilot? For my possibly ...

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AH

An H

07/19/23

4 out of 5

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

What do you like best about UPilot? 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 ...

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AU

Anonymous User

05/24/22

4 out of 5

"Very incredible service"

What do you like best about UPilot? Me and my time like the connection of the CRM. It gives us the possibilitie to work together no matter where we are What do you dislike about UPilot? Sometimes we get stucked on stuff because, even in general is pretty easy to use, there's like a thousand options, so it's easy to get lost Recommendations to others considering UPilot: to use all the options and explore what's possible to do with them What problems is UPilot solving and how is that ...

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LD

Lisa D

01/06/22

4 out of 5

"Excellent Way to Manage Sales Prospects"

What do you like best about UPilot? It organizes all customer contact information and lists the various employees in terms of point of contact sales potential. What do you dislike about UPilot? It can take a long time to set the application up and we experienced some glitches early on that would prevent us from editing any of our client information and having it save. What problems is UPilot solving and how is that benefiting you? It really helps our company keep on top of sales tasks as it ...

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AH

Angie H

03/01/21

4 out of 5

"UPilot - Very useful sales tool"

What do you like best about UPilot? 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. What do you dislike about UPilot? Not really a dislike, but it would be helpful if the timeline comments/updates were visable on the contacts as well as the entity ie under the Director as well as the Company view pages What problems is UPilot solving and how is that benefiting ...

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