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    UPilot

    UPilot is an advanced Sales CRM (Customer Relationship Management) platform.

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    Product Description

    UPilot offers an interface that enables its customers to organize, manage, and forecast their sales and revenue. And it also provides real-time data and insights about their sales process to create analytics and reports. The interface also enables businesses to manage their salespersons and their activities. UPilot offers features that enable businesses to sync and manage their emails through its interface. And it also offers businesses with a feature that captures information of their clients by their email address.

    UPilot is an advanced Sales CRM (Customer Relationship Management) platform. An advanced CRM that gives you a true role-based access with 6 plus addon features at a reasonable price to help your business scale from $2 to $100 Million, that will be enthusiastically adopted by your staff.

     

    Key Features
    • CRM
    • CRM, Data Science, SaaS
    • CRM, Sales, Marketing
    Additional Features
    • Calendar/Reminder System
    • Document Storage
    • Email Marketing
    • Internal Chat Integration
    • Marketing Automation
    • Mobile Access
    • Segmentation
    • Social Media Integration
    • Task Management
    • Territory Management
    Social Networks
    • YouTube
    • Facebook
    • Twitter
    • LinkedIn
    Product Category
    • CRM
    Video
    Product Details
    • Pricing
      TAKE OFF: $19 per user THE CLIMB: $42 per user
    • Markets
      United States, India
    Videos

    UPilot

    UPilot is an advanced Sales CRM (Customer Relationship Management) platform. The features within Upilot is designed considering both Sales Process Customization needs and Sales professionals. It is highly sophisticated, particularly simple to use with incredible visualization.
    We built UPilot with a single vision of making a Sales Person win, with the right resources at disposal.

    Visit www.UPilot.com to register for a Free Trial.

    UPilot
    In this video, San talks about the importance of having data privacy in your CRM tool. A must-watch for small medium business owners who are trying to implement a new CRM in their company and concerned about their customer's data. 

UPilot is an advanced Sales CRM tool that helps small, medium and growing business owners scale their businesses with features like sales forecasting, contacts, deals and pipeline management at an affordable price.  

For a free sign-up or product demo, visit https://upilot.com  

Follow UPilot on Linkedin https://bit.ly/3C7gSwN
    Data Privacy in CRM is the Need of the Hour.
    In this video, San talks about having role-based access in the basic plan of the Sales CRM and how it affects sales forecasting.
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UPilot is an advanced Sales CRM tool that helps small, medium and growing business owners scale their businesses with features like sales forecasting, contacts, deals and pipeline management at an affordable price.  

For a free sign-up or product demo, visit https://upilot.com  

Follow UPilot on Linkedin https://bit.ly/3C7gSwN
    How Role-Based Access affects Sales Forecasting?
    In this video, San, the Founder of UPilot sheds some light on the implementation challenge of the conventional CRM tools. 

UPilot is a cloud-based CRM software that helps small to midsize businesses with budgeting, lead tracking and reporting.

Its key features include real-time analytics, revenue control, sales forecasting and supplier management. 

For a free sign up or product demo, visit https://upilot.com 
Follow UPilot on Linkedin https://bit.ly/3C7gSwN
    Reduce the implementation time of the CRM software
    In this video clip, San Bhaskaran explains why most salespeople hesitate to use CRM software and what business owners can do about it.  

UPilot is built keeping ease of use in mind and that's why sales folks love to use it.   

Minimal mandatory fields, customizable options, tailored sales pipeline and automated workflows -- all these thoughtful features increase UPilot's sales CRM adoption inside the companies.  

This is precisely the reason why most of the businesses that use legacy CRM software like Salesforce, Hubspot, Zoho and Pipedrive switch to UPilot. 

Their CRM implementation time and complexity have reduced dramatically and they were able to cut costs by more than 50%.  

UPilot is an advanced Sales CRM tool that helps small, medium and growing business owners scale their businesses with features like sales forecasting, contacts, deals and pipeline management at an affordable price.  

For a free sign-up or product demo, visit https://upilot.com  
Follow UPilot on Linkedin https://bit.ly/3C7gSwN
    The main reason WHY salespeople DON'T use the CRM?
    Choose a Sales CRM tool that will suit the needs of your company and its growth. In this interview, San Bhaskaran, Founder of UPilot discusses how to choose an appropriate CRM software for growing businesses.

UPilot is a cloud-based CRM software 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. UPilot integrates with third-party platforms such as MailChimp, Google Sheets, QuickBooks, Xero, Marketo, Asana, Slack, Outlook, Exchange Calendar and Zapier.

For a free sign up or product demo, visit https://upilot.com 
Follow UPilot on Linkedin https://bit.ly/3C7gSwN
    How to choose the right Sales CRM for your business?
    In this video, San Bhaskaran, CEO of UPilot helps the viewers to understand the importance of the document signing feature. How he has built Sign on Jet, a new e-signature feature, keeping the small-medium businesses in mind.

UPilot is a cloud-based CRM software 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. 

About Upilot's new document signing feature; 

UPilot’s Sign on Jet – a new document signing feature that allows you to send, receive and sign contracts inside your UPilot account. 

This saves your time, boosts clients’ trust, and speeds up the sales process

Here are 5 benefits of this new feature; 

1) It allows you to send, receive and sign contracts inside your UPilot account. 

2) Close deals faster. 

3) Track the progress of signing directly from within the contact or deal and get notified whenever your document is viewed or signed. 

4) Increase the sales team's productivity.

5) Save roughly $2940/- for a 5-member sales team since this document signing feature is available inside UPilot and you don't have to pay extra or upgrade. 

For a free sign up or product demo, visit https://upilot.com 

Follow UPilot on Linkedin https://bit.ly/3C7gSwN
    Why Small Medium Businesses need a Document Signing tool inside their CRM?
    UPilot is a cloud-based CRM software 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.

About Upilot's new document signing feature; 

UPilot’s Sign on Jet – a new document signing feature that allows you to send, receive and sign contracts inside your UPilot account. This saves your time, boosts clients’ trust, and speeds up the sales process. 

Here are 5 benefits of this new feature; 

1) It allows you to send, receive and sign contracts inside your UPilot account. 

2) Close deals faster.

3) Track the progress of signing directly from within the contact or deal and get notified whenever your document is viewed or signed. 

4) Increase the sales team's productivity. 5) Save roughly $2940/- for a 5-member sales team since this document signing feature is available inside UPilot and you don't have to pay extra or upgrade. 

For a free sign up or product demo, visit --- https://upilot.com 

Follow UPilot on Linkedin https://bit.ly/3C7gSwN
    How UPilot's New Document Signing feature work?
    In this video, San Bhaskaran - Founder & CEO of UPilot shares his experience on building UPilot's Sales CRM. 

UPilot is an advanced Sales CRM tool that helps small, medium and growing business owners scale their business with features like sales forecasting, contacts, deals and pipeline management with the affordable price.

To know more about UPilot's Sales CRM, visit - www.upilot.com
    Story behind building UPilot's Sales CRM
    In this video, we have presented 10 questions a business buyer needs to ask before buying a Sales CRM software for his company.

At UPilot, we help businesses build a sales pipeline and predict their revenues effectively.

www.upilot.com
    Evaluating a new Sales CRM? - Ask these 10 Questions.
    Load More... Subscribe

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