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UPilot
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer Relationship Management solution for SMBs
Table of Contents
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UPilot - 2026 Pricing, Features, Reviews & Alternatives
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UPilot overview
What is UPilot?
UPilot is a sales customer relationship management platform that helps small to mid-sized businesses forecast, automate, and generate reports. The platform enables users to track customer interactions, key performance reports, and sales cycles. UPilot comes with revenue forecasting functionality which helps users manage investments and growth.
Primary features of UPilot include visual pipeline management, auto-log emails, real-time analytics, contact lists, email synchronization, email templates and drafts, task delegation, reporting insights, and role-based access. Plus, the platform allows users to create lists of contacts into partners, VIP customers, vendors and suppliers.
UPilot helps users manage data access by allowing them to create, edit, delete, view or export a contact. The platform provides productivity add-ons to train multiple systems to be turned on or off based on demand. UPliot integrates with third-party applications such as Trello, JIRA, Asana, Zapier, Process Street, Zoom, GSuite, Microsoft Exchange, Office 365, Slack and LinkedIn.
Key benefits of using UPilot
• Contact lists enable users to follow up and interact with customers by creating a database of contacts into prospects, vendors, suppliers and partners.
• The platform integrates itself with processes and allows users to create custom fields, pipelines, categories, tags, dashboards, reports, and more.
• UPilot provides auto-generated pipeline values with drag-and-drop adjustments, associated probability, and follow-up reports.
• The platform offers role-based access to showcase the performance of new hires, employee retention and competitor performance.
Starting price
per month
Alternatives
with better value for money
UPilot’s user interface
UPilot reviews
Overall rating
4.9
/5
7
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.86/10
5
4
3
2
1
6
1
0
0
0
UPilot's key features
Most critical features, based on insights from UPilot users:
All UPilot features
Features rating:
UPilot alternatives
UPilot
Starting from
29
Per month
Zoho CRM
Starting from
14
Per month
Salesforce Sales Cloud
Starting from
25
Per month
Maximizer CRM
Starting from
65
Per month
UPilot pricing
Value for money rating:
Starting from
29
Per month
Per Feature
User opinions about UPilot price and value
Value for money rating:
UPilot integrations (25)
UPilot support options
Typical customers
Platforms supported
Support options
Training options
UPilot FAQs
UPilot has the following pricing plans:
Starting from: $29.00/month
Pricing model: Free, Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of UPilot?
UPilot has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Public Administrations, Small Business
Q. What languages does UPilot support?
UPilot supports the following languages:
English
Q. Does UPilot support mobile devices?
UPilot supports the following devices:
Android, iPad, iPhone
Q. Does UPilot offer an API?
No, UPilot does not have an API available.
Q. What other apps does UPilot integrate with?
UPilot integrates with the following applications:
Procore, Process Street, Jira, ActiveCampaign, Zapier, Google Docs, Gmail, Trello, Google Drive, Zoom Workplace, Brevo, Slack, Microsoft 365, GoTo Meeting, Drip, Basecamp, LinkedIn for Business, QuickBooks Online, Highrise, Google Calendar, Mailchimp, Asana, Xero, HubSpot CRM, Evernote Teams
Q. What level of support does UPilot offer?
UPilot offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, Chat, 24/7 (Live rep), FAQs/Forum