New Integration: Manage Customer Accounts and Automate Financial Projections with UPilot
UPilot is an account-based customer relationship management (CRM) platform that allows you to view workflows, automate data management, and generate financial forecasts. Track proposals, follow up on leads, and review real-time analytics, all in one centralized dashboard. UPilot automatically updates accounts with incoming and outgoing emails to create a comprehensive view of past contacts and deals. Control and customize which emails are stored, who has access to data, and who reports to whom. UPilot also provides you with real-time sales and revenue forecasting, as well as holistic sales pipeline visualizations. Plus, you can receive automatically-generated analytics reports and drill down into raw data for an in-depth look at your key performance indicators (KPIs).
And now UPilot connects with Zapier, which makes it easier than ever for you to automate your customer account management. Zapier can automatically trigger workflows in any of your other apps whenever a new deal, task, person, or company is added in UPilot, or when a deal is updated.
To connect UPilot with 1,000+ other apps, including Google Calendar, MailChimp, and Asana, head to UPilot’s Zapier integration page.
How to Automate UPilot with Zapier
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Sign up for a UPilot account, and make sure you have a Zapier account.
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Try some pre-made UPilot integrations, and learn more about how UPilot works with Zapier.
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Or log in and build a custom workflow with UPilot and Zapier.