UPilot Overview
This is a summary of the comprehensive capabilities and benefits of UPilot based on over 212 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
UPilot, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if UPilot is right for your needs? Our Cuspera AI engine can evaluate how UPilot fits your specific business needs, industry, and context. Get your personalized assessment report today.
UPilot supports business activities such as:
- Contact List Management
- Engagement Management
- Forecasting
- Pipeline Management
- Promotion Management
UPilot can help you with many business goals, such as Enhance Customer Relationships, Increase Sales & Revenue, Increase Customer Life Time Value, and Acquire Customers. It can help manage these activities if you use E-Mail for these needs. As a solution, UPilot's capabilities include Templates.
UPilot Information Technology and Services Vertical is its biggest customer base.
Reviews
"...Simple and effective sales CRM that has several productivity add-ons like 2-way email sync, 360 view of contacts, Data enrichment and many more all in a single platform...." Enhance your CRM with add-ons
Cuspera Reviews
14 buyers and buying teams have used Cuspera to assess how well UPilot solved their CRM needs. Cuspera uses 212 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities peers achieved using UPilot.
Use Cases
Peers recommend Contact List Management , Engagement Management , Forecasting , as the business use cases that they have been most satisfied while using UPilot.
Read Peer Reviews and Expert Experience for Business Use Cases
BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
---|---|---|
Contact List Management with E-Mail |
4.77/5 ★ |
"...Simple and effective sales CRM that has several productivity add-ons like 2-way email sync, 360 view of contacts, Data enrichment and many more all in a single platform...." Enhance your CRM with add-ons |
creating contact list |
3.82/5 ★ |
"...Can I import and create contacts that I want in the CRM with a single click? ..." All the advanced features to grow your sales |
enriching contact list |
3.32/5 ★ |
"...Simple and effective sales CRM that has several productivity add-ons like 2-way email sync, 360 view of contacts, Data enrichment and many more all in a single platform...." Enhance your CRM with add-ons |
Engagement Management |
4.75/5 ★ |
"...What surprised and impressed me when I started using UPilot, was that they not only made it extremely easy to transition over to their system, but I actually wanted to use it because the interface is so strong, attractive, and even fun/engaging...." Peer review by Leila Blauner, Management Consulting |
engaging and following up |
4.68/5 ★ |
"...As I drive much outbound prospecting, aspects of managing outreach and follow-up tracking is quite useful - the interface provides an excellent flow for this..." Peer review by James S., Director, Business Development Americas, Information Technology and Services |
Forecasting |
4.67/5 ★ |
"...Built in analytics to understand, forecast, and optimize your sales and progress...." All the advanced features to grow your sales |
PEER EXPERIENCES | |
---|---|
Contact List Management with E-Mail |
4.77/5 ★ |
"...Simple and effective sales CRM that has several productivity add-ons like 2-way email sync, 360 view of contacts, Data enrichment and many more all in a single platform...." Enhance your CRM with add-ons |
|
creating contact list |
4.77/5 ★ |
enriching contact list |
4.77/5 ★ |
Engagement Management |
4.75/5 ★ |
"...What surprised and impressed me when I started using UPilot, was that they not only made it extremely easy to transition over to their system, but I actually wanted to use it because the interface is so strong, attractive, and even fun/engaging...." Peer review by Leila Blauner, Management Consulting |
|
engaging and following up |
4.75/5 ★ |
Forecasting |
4.67/5 ★ |
"...Built in analytics to understand, forecast, and optimize your sales and progress...." All the advanced features to grow your sales |
16+ more Business Use Cases
Our AI advisor, Wyz, harnessed 212 insights from peers and experts to help you assess how these UPilot use cases fit your CRM needs.
Popular Business Setting
for UPilot
Top Industries
- Information Technology and Services
- Management Consulting
- Education
Popular in
- Small Business
- Mid Market
Peer and Expert Opinion on Features
for UPilot
- Low
- Medium
- High
FEATURES | RATINGS AND REVIEWS |
---|---|
Templates | Read Reviews (5) |
FEATURES | RATINGS AND REVIEWS |
---|---|
Templates | Read Reviews (5) |
IT and Other Capabilities
for UPilot
- Low
- Medium
- High
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Export | Read Reviews (14) |
Data Import | Read Reviews (38) |
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Export | Read Reviews (14) |
Data Import | Read Reviews (38) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (13) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (13) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Custom Reports | Read Reviews (39) |
Analytics | Read Reviews (8) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (1) |
Custom Reports | Read Reviews (39) |
Analytics | Read Reviews (8) |
Software Failure Risk Guidance
?for UPilot
Overall Risk Meter
Top Failure Risks for UPilot
Vendor Profile Details
Company Name
UPilot
Company Website
https://upilot.com/HQ Location
530 Lakeside Dr, Sunnyvale, California 94085, US
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