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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

To achieve $1M in revenue with a closing ratio of 40%, the sales team must generate a pipeline of opportunities valued at $2.5M based on this calculation. UPilot simplifies this process by automatically tracking the closing ratios for both the entire team and individual sales members. Utilizing a CRM effectively allows teams to foresee revenue streams, make proactive investments, confidently expand their workforce, and ensure consistent growth. However, if users lack control over their sharing preferences, managers may struggle to accurately assess closing ratios and forecasts, ultimately hindering predictable growth. Implementing a CRM that offers top-down role-based access is crucial to avoid stagnation and excessive costs as growth strategies are developed. Unfortunately, many CRM systems either lack this essential feature or reserve it for their most expensive Enterprise tiers. Consequently, once a strategy for growth is established, organizations often face the dilemma of either transitioning to entirely new, complex systems or paying a premium for higher-tier plans in order to access necessary features. The importance of selecting the right CRM cannot be overstated, as it plays a pivotal role in shaping a company's future success.

Description

Vecta has the uncanny ability to anticipate your needs even before you realize them yourself. By leveraging existing customer information and data, it effortlessly identifies new opportunities and notifies your sales team directly. Say goodbye to tedious search queries; instead, you get immediate access to actionable insights, statistics, and prospects. This sales tool is designed to enhance performance and surpass goals, equipping every individual with the tools they need to be highly productive and proactive during calls or meetings. It serves as a comprehensive platform for storing and sharing customer and sales data throughout your organization. Each team member enjoys instant access to a centralized repository of transaction and contact information. This approach not only streamlines operations but also drives profitability, which is at the core of our mission. The effectiveness of software is heavily reliant on the expertise and support of its development teams; rest assured, our knowledgeable and approachable staff are well-versed in your industry. We recognize the sales potential that lies within your business, and we’re excited to partner with you in unlocking it to its fullest extent! Additionally, with Vecta, you can foster collaboration across departments, ensuring that everyone is aligned and working towards shared objectives.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Asana Yes 
Brevo Yes 
Drip Yes 
Google Calendar Yes 
Google Drive Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Jira Work Management Yes 
LinkedIn Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Process Street Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Slack Yes 
Trello Yes 
Xero Yes 
Zapier Yes 
Zoom Yes 

Integrations

ActiveCampaign No 
Asana No 
Brevo No 
Drip No 
Google Calendar No 
Google Drive No 
HubSpot Customer Platform No 
Jira No 
Jira Work Management No 
LinkedIn No 
Mailchimp No 
Microsoft 365 No 
Process Street No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Slack No 
Trello No 
Xero No 
Zapier No 
Zoom No 

Pricing Details

$29 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

UPilot

Founded

2016

Country

United States

Website

upilot.com

Vendor Details

Company Name

Vecta

Country

United States

Website

vecta.net

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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