UPilot: Unified CRM Sales Execution Platform
UPilot is designed for management companies, logistics, telecom, and clinical research firms to unify sales and support tools. It may be useful for businesses looking to replace multiple fragmented apps with a single interface.
At a glance
- Category
- Sales
- Best for
- Management companies, Logistics firms, Telecom providers, Clinical research organizations
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Logistics Quote Automation, Clinical Research Tracking, Telecom Revenue Forecasting, Management Company Oversight
- Integrations
- CargoWise integration
- Official website
- www.upilot.com
UPilot is a unified CRM designed to handle sales execution and customer support within a single platform. It is built for specific industries, including logistics, telecom, and clinical research, and provides pre-configured pipelines and dashboards tailored to those business models.
The software combines CRM functions with tools for e-signatures, meeting scheduling, and marketing automation. It uses AI to extract data from documents and summarize calls, which is designed to reduce manual data entry during onboarding.
Buyers should confirm if their specific industry is supported by the platform's pre-built configurations. As the tool is designed to replace multiple separate applications, users should evaluate if the built-in features meet all their existing functional requirements.
Security and compliance are integrated into the platform, which is built on AWS infrastructure and maintains PCI DSS compliance, with SOC 2 and ISO certifications in progress, while supporting GDPR requirements.
Key Features
Uses AI to extract and structure data from uploaded historical documents to populate the CRM.
Supports managing customer support requests through integrated email and live chat.
Provides real time analytics and dashboards that generate based on industry logic.
Includes a tool to coordinate and schedule customer meetings.
Supports sending documents for signature and managing form completion.
Uses AI to create summaries of calls and configure sales pipelines.
Use Cases
Supports FCL/LCL quote automation and the conversion of old quotes into structured deals.
Supports study lifecycle tracking and regulatory reporting through AI document extraction.
Supports subscription lifecycle tracking, onboarding automation, and revenue forecasting.
Uses FSC-ready dashboards and oversight portals for compliance intelligence.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
UPilot is designed for companies in management, logistics, telecom, and clinical research industries.
The platform uses AI for extracting and structuring data from documents, auto-configuring sales pipelines, summarizing calls, and generating real time analytics.
UPilot supports GDPR data handling and is PCI DSS compliant, with SOC 2 and ISO certifications in progress.
The evidence indicates that UPilot offers a free trial for users to explore the platform.
Source category: Sales
Source subcategory: CRM
