UPilot vs OroCRM 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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90% 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

OroCRM

CRM Software

4.9 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

ORO CRM is a customer relationship management software used to track leads for greater business prospects. Conversion optimization, sales growth, and customer pleasure are all possible with this programme.Segment campaigns based on email marketing conversion and use dashboards to track business performance. It works with Magento's Abandoned Cart module. The programme is designed for small and medium businesses.It has a variety of features such as – Accounts and Contacts Management using which you can monitor and manage all your accounts, client interactions, and information in one location thanks to its comprehensive but user-friendly design. OroCRM also syncs and updates customer profiles, merges accounts, and associates customer information across numerous channels, eliminating the need to deal with duplicate data.One of their most beneficial features is that 360degree view – it allows you to collect information from every client interaction, such as product views, email responses, and support tickets. Everything is also recorded across numerous touchpoints, including online B2B and B2C stores, as well as social media outlets.They provide a real-time dashboard to drive strategic actions by giving insights into business performance and KPIs. Read more

Pricing Options

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

Free Trial Not Available
Offers Free-forever and Custom 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%

90% 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

96%
Reviews

76%
Momentum

64%
Popularity

78%

Features

Total Features	21 Features	22 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 Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. 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. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way 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 Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. 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. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way 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 + 15 More - Show Less
Unique Features	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. 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	Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. 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	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	Available

Reviews & Ratings

User Rating	4.5/5 16 user ratings	4.9/5 8 user ratings
Rating Distribution	Excellent 62.5% Very Good 25% Average 12.5% Poor 0% Terrible 0%	Excellent 87.5% Very Good 12.5% 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 Not Available Offers Free-forever and Custom 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	Community Edition Free Enterprise Edition Custom
	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	OrangeCRM 4.5 12 ratings OroCRM Vs OrangeCRM Odoo CRM 4.3 121 ratings OroCRM Vs Odoo CRM webCRM 4.6 36 ratings OroCRM Vs webCRM LionO360 5 6 ratings OroCRM Vs LionO360 Onyx CRM 4.1 18 ratings OroCRM Vs Onyx CRM
	View All UPilot Alternatives	View All OroCRM Alternatives