UPilot combines pipeline tracking, automation, and secure cloud hosting in one clean interface. While setup may feel detailed for first-time users, its guided structure helps teams get up to speed fast. It's a solid choice for B2B companies looking to manage deals, data, and growth; all without complexity.
UPilot Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is UPilot?
UPilot is an all-in-one customer relationship management (CRM) platform designed to unify sales, marketing, and support operations. It offers a visual pipeline, automated follow-ups, real-time analytics, and role-based access; all without locking essential features behind enterprise plans. With native integrations and a clean user interface (UI), the software helps businesses streamline workflows and drive growth.
What Is UPilot Best For?
The platform is best known for its ‘Pipeline Management’ feature. It allows teams to track deals across stages, adjust probabilities, and monitor total pipeline value in real time. Furthermore, its intuitive layout helps sales professionals stay organized, identify stalled opportunities, and forecast revenue with clarity. This ultimately makes it a powerful tool for managing complex B2B sales cycles.
UPilot Pricing
Disclaimer: The pricing is subject to change.
UPilot Integrations
The platform integrates with major platforms and third-party tools, including:
- Gmail
- Office 365
- Mailchimp software
- Google Sheets software
- QuickBooks
- Xero Accounting Solution
- Google Calendar
Who Is UPilot For?
UPilot is used by startups, small and medium-sized businesses (SMBs), and growth-stage B2B companies across various industries and sectors such as:
- Software as a Service (SaaS)
- Technology
- Consulting
- Logistics
- Education
- Marketing agencies
Is UPilot Right For You?
UPilot is a smart choice for businesses that want to unify sales, marketing, and support operations without relying on multiple disconnected tools. The software offers built-in forecasting, customizable pipelines, and real-time analytics with no hidden upgrades. Known for its intuitive interface and unlimited contact model, UPilot adapts to complex B2B workflows while maintaining simplicity and transparency.
With over 200+ ready-to-use reports available from day one, the platform empowers teams to make data-driven decisions, track performance, and forecast revenue with precision. Its private cloud options, encrypted backups, and role-based access controls further reinforce its reliability for scaling teams.
Still unsure if it fits your strategy? Connect with our customer support staff at (661) 384-7070 for further guidance.
UPilot Features
UPilot offers a built-in meeting scheduler that lets users share calendar links, book appointments, and sync with Google or Outlook. It eliminates back-and-forth emails and auto-adds new leads to the CRM. Personalized availability and automated reminders streamline workflow.
See How It WorksThe platform offers ‘Radar’, a built-in performance dashboard that provides real-time visibility into team activity, deal velocity, and goal progress. Managers can drill down into specific actions, monitor regressions, and quickly identify bottlenecks; all within a single, intuitive interface.
See How It WorksThe platform streamlines sales execution with automated sequences, multi-channel outreach, and real-time engagement tracking. Sales teams can manage complex deals, personalize follow-ups, and monitor performance from one dashboard that improves speed and collaboration.
See How It WorksUPilot includes native e-signature and document sharing tools. Users can send, track, and verify contracts directly within the CRM. Features like signer order, audit trails, and encryption ensure secure, compliant workflows.
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