Marg UPilot

Marg ERP 9+

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UPilot is a sales customer relationship management platform that helps small to mid-sized businesses forecast, automate, and generate reports. Sync all your contact’s emails and manage communication through an inbuilt next-generation email system. Get visibility into all your team’s communications with the prospects. A Visual Pipeline built on the principles of Kanban. Built-in a way to simplify your sales process and drive more intelligent sales through insights and clarity. Contact Lists and Views helps you segregate and arrange contacts as per your commercial, relationship, or bucket goals.
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Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Take Off

USD 29.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • UPilot Radar
  • Role-based access
  • Contact Management
  • Contacts Kanban Pipeline
  • Smart Lists
  • Auto Enrichment
  • Duplicate Blocking
  • Deals Kanban Pipeline
  • Manual Probability Override
  • Cash Flow Projections
  • Sales Forecasts
  • Forecast From Mixed Deals
  • Manage Complex Deals
  • Composite Deal Timeline
  • Deal Follow-up Monitoring
  • Team Activity Tracking
  • Delegate and Monitor Tasks
  • External Collaborators
  • GSuite
  • Office 365
  • and Exchange server integration
  • No 3rd party APIs used to sync emails
  • Email Visibility Hierarchy
  • Ema

The Climb

USD 49.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of Take Off plan
  • plus
  • Audit logs
  • Deep email sync
  • Retain email history
  • Advanced Custom Reports
  • Multiple Teams
  • Multi-currency
  • Personal Languages
  • Linked UPilot accounts
  • Dedicated Support
  • Free Onboarding
  • EEA Data center
  • Canadian Data center
  • UK Data center
  • Includes features of Take Off plan
  • plus
  • Audit logs
  • Deep email sync
  • Retain email history
  • Advanced Custom Reports
  • Multiple Teams
  • Multi-currency
  • Personal Languages
  • Linked UPilot accounts
  • Dedicated Support
  • Free Onboarding
  • EEA Data c

Cruise Control

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of The Climb plan
  • plus
  • All addons automatically included
  • Training for all new staff
  • Includes features of The Climb plan
  • plus
  • All addons automatically included
  • Training for all new staff

Key Specification

Other Categories:
AI CRM Software AI CRM Software For Small Business
Deployment: Cloud Hosted
Customer Support: Business Hours,Online (Ticket)
Customization: No
Languages Support: English

Who uses UPilot

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: UPilot
  • Headquarter: Sunnyvale, California United States

UPilot Description

Key Features & Specifications

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

UPilot Video

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Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

UPilot has 3 plans,

  • Take Off USD 29.00 /User/Month
  • The Climb USD 49.00 /User/Month
  • Cruise Control USD 0.00

UPilot is the AI CRM Software used for the below functionalities.

Top 5 UPilot features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

UPilot provides Business Hours,Online (Ticket) support.

UPilot is allowed 0 Days Free Trial.

UPilot provides Help Guides,Blogs,Video Guides for the software training.

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