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UPilot Logo

Customer Relationship Management solution for SMBs

Table of Contents

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UPilot - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

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.

Starting price

29per feature /
per month

Alternatives

with better value for money

UPilot’s user interface

Ease of use rating:

UPilot reviews

Overall rating

4.9

/5

7

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

6

1

0

0

0

UPilot's key features

Most critical features, based on insights from UPilot users:

Sales pipeline management
Task management
Reporting/Analytics

All UPilot features

Features rating:

Access controls/permissions
Activity tracking
API
Calendar/Reminder system
Collaboration tools
Contact database
Contact management
CRM
Customizable fields
Document storage
Email management
Email marketing
Email templates
Forecasting
Goal setting/tracking
Interaction tracking
Internal chat integration
Lead management
Marketing automation
Mobile access
Product catalog
Referral tracking
Reporting/Analytics
Reporting & statistics
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Segmentation
Social media integration
Task management
Templates
Territory management
Third-Party integrations
User management
Workflow management

UPilot alternatives

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29

Per month

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/user

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/user

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UPilot pricing

Value for money rating:

Starting from

29

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about UPilot price and value

Value for money rating:

UPilot integrations (25)

Integrations rated by users

We looked at 7 user reviews to identify which products are mentioned as UPilot integrations and how users feel about them.

Trello logo
Trello

Integration rating: 5.0 (1)

Basecamp logo
Basecamp

Integration rating: 4.0 (1)

We needed to track the tasks and progress of our projects better. Basecamp offered us this. Good communication functionality in Basecamp also.

NB

Nichola B.

Chief Operating Officer

HubSpot CRM logo
HubSpot CRM

Integration rating: 4.0 (1)

UPilot support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base
Chat
24/7 (Live rep)
FAQs/Forum

Training options

Live Online
In Person
Documentation

UPilot FAQs

Q. Who are the typical users of UPilot?

UPilot has the following typical customers:
Small Business, Large Enterprises, Freelancers, Mid-size Business

These products have better value for money


Q. Does UPilot support mobile devices?

UPilot supports the following devices:
iPhone, iPad, Android


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

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