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.
Software by UPilotupilot.com