UPilot

UPilot

Last Updated Aug 1, 2025

Overview

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.

Overall Rating

Based on 7 users reviews

4.9

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

startingPriceDollar iconstartingPriceS icon
Starting Price
Custom

UPilot Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

View All Specifications

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

Upilot offers transparent pricing based on the number of users starting from $49/user/month, and it also offers a free trial. You can also request a personalized UPilot pricing quotation for your business today!

Disclaimer: The pricing is subject to change.

UPilot Integrations

The platform integrates with major platforms and third-party tools, including:

Schedule a free UPilot demo to learn more about its integration arrangements.

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.

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The 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.

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The 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.

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UPilot 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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Pros And Cons of UPilot

Pros

  • Unified CRM platform that combines sales, marketing, and support in one solution

  • Over 200+ ready-to-use reports for performance tracking

  • Offers multi-channel communication

Cons

  • Minor delays when opening records or navigating between modules

  • User experience needs improvement

UPilot Reviews

Total 7 reviews

4.9

All reviews are from verified customers

Rating Distribution

5

Stars

86%

4

Stars

14%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

M

Mishal

Information Technology and Services, 11-50 employees

Less than 6 months

5.0
October 2024

“All in one CRM

Pros

My overall experience with UPilot has been very positive. The platform has an easy to use interface that makes customer management navigation simple. Plus the multi-channel communication feature has been especially useful helping to streamline our processes and the overall performance and support have made it a key asset for our operations. In short, it is an excellent choice for anyone looking to improve their CRM experience especially with its enterprise grade features at such a competitive price.

Cons

While the platform is generally easy to use there are occasional minor bugs that can affect the user experience. Additionally I feel like some integrations with third-party applications could be improved to make the platform more functional and flexible.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

P

Priyansh

Animation, 1-10 employees

Less than 6 months

4.0
December 2022

“Complete package for small business

Pros

One of the standout aspects of this software for me has been their customer service. The team always responds quickly and provides solid solutions whenever I have a question or need help. In terms of features it has everything a small business needs from project management tools to invoicing and payment features. Not to mention, the interface is clean and easy to use which helps me manage my entire business from a single location. So I highly recommend it for any small business owner aiming to streamline operations and boost efficiency.

Cons

There are a few drawbacks to keep in mind like it can be quite expensive for smaller businesses with tight budgets. some of the more advanced features might feel a bit overwhelming for those new to project management software. And there have been occasional stability issues leading to some downtime.

Rating Distribution

Ease of use

10

Value for money

6

Customer Support

8

Functionality

7

A

An

Marketing and Advertising, 1-10 employees

Less than 6 months

5.0
July 2021

“Great UX and modern design

Pros

With UPilot you get excellent reporting tools including goals, forecasts and close ratios which are fairly easy to access and track along with that, he reports are well designed, simple to read and help you manage the sales process, plan and follow up on activities. I personally use it to track my progress and it is great for teams too. The 360 view is helpful too and adding other activities or followups is a simple task. The pipeline and deal tables are colorful and easy to navigate.

Cons

Based on my experience the only issue I have noticed is a slight delay when opening a record but that is really the only downside. Everything else is great. I have tested many CRMs and I can confidently say that it is the best one you should not miss. However the bulk editing feature for default/custom fields is not available and each page only shows up to 50 records.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

View All 7 Reviews

Frequently Asked Questions

Support is available via email, live chat, and an integrated ticketing system.

Yes, Upilot provides API access for custom integrations and advanced workflows.

UPilot integrates with Gmail, Office 365, Mailchimp, Google Sheets, QuickBooks, Xero, Slack, Asana, and Marketo.

The vendor offers transparent pricing based on the number of users starting from $49/user/month. Get in touch with us for a tailored UPilot price estimate.

Yes, it offers a mobile app for both Android and iOS.

The platform is used by startups, SMBs, and mid-sized B2B companies across industries like SaaS, consulting, logistics, education, and marketing.

Upilot is primarily available in English.

Not sure if UPilot is the right fit?