UPilot

Manage sales pipelines, customer relationships, and business growth.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

UPilot Overview

  • Updated December 18, 2025

UPilot is a cloud-based CRM software designed for small businesses that want a simple yet powerful way to manage sales and customer relationships. It offers tools to track leads, monitor pipelines, and improve team collaboration, which helps businesses close deals more efficiently.

With its focus on usability and scalability, UPilot supports small teams in streamlining workflows, maintaining customer focus, and driving sustainable growth.

Key Features

  • Unified CRM: A single system brings together sales, marketing, and support so teams stay in sync and avoid juggling multiple tools.
  • Sales Execution & Forecasting: A visual pipeline and real-time revenue forecasts help track progress, and a pipeline-gap dial shows the effort needed to reach targets.
  • Analytics & Reporting: Over 200 ready-made reports let businesses track performance, and custom reports can be built to match specific needs.
  • Marketing Tools: The platform includes marketing automation, campaign metrics, segmentation, email design, predictive sending, and forms, all without contact-based fees.
  • Support Management: A fully integrated ticketing system and live chat allow sales and support teams to collaborate, with shared inboxes, engagement tracking, and analytics.
  • Meeting Scheduler: Built-in scheduling makes it easier to manage appointments and customer meetings.
  • eSignatures & Document Sharing: Documents can be sent, tracked, and signed within the CRM, with signing order, document tracking, attachments, analytics, and security features included.
  • UPilot Radar: This feature provides a visual overview of team activity and progress toward goals, helping businesses maintain focus on priorities.
  • Role-Based Access & Team Hierarchy: Permissions can be set by role, and hierarchies can be managed so that visibility is organized without complicated setup.
  • Recurring Revenue & Multiple Payments: The system supports subscriptions and deals with multiple installments, which makes managing recurring revenue straightforward.
  • Conversation Intelligence: AI-powered analysis captures insights from calls and tracks important terms and metrics automatically.
  • Audit Logs: A detailed activity record provides transparency and accountability for compliance and monitoring.
  • Auto-Data Entry: Information is captured and input automatically, reducing routine tasks and freeing more time for sales activities.
  • Customizability & Multiple Pipelines: The platform can be tailored to business processes, and multiple pipelines can be created to match different workflows.
  • Infinite Contacts & No Contact-Based Pricing: Businesses can store unlimited contacts without additional costs, which makes scaling more affordable.
  • Third-Party Integrations: UPilot integrates with popular tools such as QuickBooks, Xero, Asana, Slack, Outlook, and Zapier for smoother workflows.

Price

Pricing Item / Plan Price / Rate
Base monthly price (per feature / seat) US $29.00 / month
Free trial / demo available ✅ Free trial / demo offered.
“Flat plan” (all-in-one, unlimited contacts/users) Not publicly fixed — quote required for full plan.

🔎 Notes

  • UPilot markets itself as replacing multiple tools (CRM, marketing automation, scheduling, e-signatures, etc.) under a single subscription — meaning the $29/month rate may be for a basic/entry configuration.

  • For larger organizations, custom quotes are required — final pricing depends on number of users, modules, and usage scope.

Pros

Competitor Pros of UPilot
Salesforce Sales Cloud UPilot offers unified CRM features that feel approachable for small businesses. It brings together sales, marketing, and support without the high cost. Users often appreciate its simplicity while still accessing powerful tools that fit their budgets.
HubSpot Sales Hub UPilot gives you core CRM, marketing, and support tools under one roof at more transparent cost. You don’t need to pay extra for scaling or add-ons. Users say it provides enterprise-level features without the hefty price tag.
ActiveCampaign UPilot includes CRM and marketing automation in a single platform. You don’t have to stitch multiple tools together. Its setup tends to be more straightforward for teams that want everything in one place.
Zoho CRM UPilot avoids confusing tiered packages or extra fees as you add contacts. You get unlimited contacts at a predictable cost. That clarity often feels refreshing compared to Zoho’s broad ecosystem.
Pipedrive Compared to Pipedrive’s sales-only focus, UPilot adds built-in support, marketing, dashboards, and eSign capabilities—all without switching platforms. It simplifies workflows for small teams.

Cons

Competitor Cons of UPilot
Salesforce Sales Cloud Salesforce offers deeper customization, richer ecosystem, and global resources. UPilot doesn’t match its breadth of integrations or enterprise-grade scalability.
HubSpot Sales Hub HubSpot often delivers better onboarding, user support, and polished training materials. UPilot may require a longer learning curve for new users.
ActiveCampaign ActiveCampaign’s marketing automation is extremely advanced, with refined email triggers and personalization. UPilot may lack that depth for specialized campaigns.
Zoho CRM Zoho offers a massive suite of connected apps and low-cost plans. UPilot may feel limited for businesses looking for a full business suite or strong add-on apps.
Pipedrive Pipedrive’s user experience is often praised for simplicity, especially by solo or lean teams. UPilot can feel overwhelming if you only want a basic sales pipeline tool.

Verified Customer Reviews

G2 Review
Software Advice Review
Capterra Review
TrustRadius Review