UPilot vs Clevertim CRM Comparison

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

UPilot

CRM Software

4.5 16 user ratings

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75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Clevertim CRM

CRM Software

4.8 8 user ratings

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Overview

Description

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. Read more

Clevertim is a contact management and CRM (customer relationship management) solution for small sales, marketing, or support teams. Integrate Clevertim with other systems, internal or publicly available. Store all your contacts and accounts in one place everyone in your team can access at any time. View all your sales opportunities in one place, available to your entire team. Add tasks & follow up reminders for each sales opportunity to help you nurture the opportunity towards closure. Cases are virtual folders to allow you to store related information in one place. Read more

Pricing Options

Free Trial Available
Starts at $29.00. Offers Custom plan.

Free Trial Available
Starts at $10.00. Offers Free-forever plan.

SW Score & Breakdown

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%
Reviews

71%
Momentum

64%
Popularity

69%

75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

68%
Reviews

70%
Momentum

61%
Popularity

69%

Features

Total Features	21 Features	3 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 14 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress
Unique Features	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online
API Support	Available	Available

Reviews & Ratings

User Rating	4.5/5 16 user ratings	4.8/5 8 user ratings
Rating Distribution	Excellent 62.5% Very Good 25% Average 12.5% Poor 0% Terrible 0%	Excellent 75% Very Good 25% Average 0% Poor 0% Terrible 0%
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Pricing

Pricing Options	Free Trial Available Starts at $29.00. Offers Custom plan.	Free Trial Available Starts at $10.00. Offers Free-forever plan.
Pricing Plans Monthly Plans Annual Plans	Take Off $29.00 $29.00 per user / month The Climb $49.00 $49.00 per user / month Cruise Control Custom	Free Free Solo $10.00 $10.00 per month Basic $24.00 $24.00 per month Professional $49.00 $49.00 per month Premium $99.00 $99.00 per month
	View Detailed Pricing	View Detailed Pricing

Alternatives

	CRM.io by 500apps 5 2 ratings UPilot Vs CRM.io by 500apps GoCRM 5 2 ratings UPilot Vs GoCRM SimpleCRM 4.4 16 ratings UPilot Vs SimpleCRM Salesdash CRM 4.8 5 ratings UPilot Vs Salesdash CRM CRM.me 4.6 24 ratings UPilot Vs CRM.me	Gro CRM 4.8 16 ratings Clevertim CRM Vs Gro CRM Claritysoft 4.4 259 ratings Clevertim CRM Vs Claritysoft SimpleCRM 4.4 16 ratings Clevertim CRM Vs SimpleCRM IntelliCRM Clevertim CRM Vs IntelliCRM OfficeClip Contact Manager 4.7 27 ratings Clevertim CRM Vs OfficeClip Contact Manager
	View All UPilot Alternatives	View All Clevertim CRM Alternatives