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What is UPilot?

To reach a revenue target of $1 million with a closing rate of 40%, the sales team needs to cultivate a pipeline of opportunities amounting to $2.5 million. UPilot streamlines this effort by automatically monitoring the closing ratios for both the overall team and individual salespeople. By effectively utilizing a CRM, teams can anticipate revenue flows, make informed investments, confidently grow their staff, and maintain steady progress. Nevertheless, without the ability to manage their sharing settings, managers might find it challenging to accurately gauge closing ratios and predictions, which can ultimately obstruct reliable growth. Thus, adopting a CRM that provides role-based access from top down is essential to prevent stagnation and unnecessary expenses as growth plans are put into action. Regrettably, numerous CRM solutions either lack this vital functionality or limit it to their highest-priced Enterprise levels. As a result, once a growth strategy is determined, organizations frequently confront the choice of either moving to entirely new and complicated systems or incurring higher costs for superior plans to unlock essential features. The significance of selecting the appropriate CRM cannot be overstated; it is fundamental to determining a company's long-term success. A well-chosen CRM not only enhances operational efficiency but also empowers teams to make data-driven decisions that could lead to sustained profitability.

What is One Click Contractor?

One Click is a platform designed by contractors for contractors, aimed at streamlining the entire sales journey from the first measurement to the final job completion. This innovative tool gathers all essential job-related data, allowing sales teams to focus on activities that generate revenue. With the help of advanced visualization technology like Renoworks, One Click can potentially increase sales and profits by up to 60%. By enabling homeowners to visualize their renovated spaces prior to the project commencement, customer satisfaction can be greatly improved. Studies show that providing an estimate promptly after the initial contact significantly increases the chances of securing a customer's commitment. As a result, by creating estimates digitally with just a click, you can not only shorten your sales cycle but also enhance your ability to close deals, ultimately enhancing the overall customer experience and positioning your business for even greater achievements in the future. Furthermore, this streamlined process encourages repeat business and referrals, further expanding your client base.

Media

Media

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Gmail
Google Docs
Google Drive
Hatch
HubSpot Customer Platform
Jira Work Management
LeadPerfection
LinkedIn
Mailchimp
Microsoft 365
QuickBooks Online
SalesRabbit
Slack
Trello
Zapier
Zoom

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Gmail
Google Docs
Google Drive
Hatch
HubSpot Customer Platform
Jira Work Management
LeadPerfection
LinkedIn
Mailchimp
Microsoft 365
QuickBooks Online
SalesRabbit
Slack
Trello
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Pricing Information

$79 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

UPilot

Date Founded

2016

Company Location

United States

Company Website

upilot.com

Company Facts

Organization Name

One Click Contractor

Date Founded

2016

Company Location

United States

Company Website

www.oneclickcontractor.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
Takeoff
What-if Analysis

Remodeling Estimating

Cost Database
Quote Management

Residential Construction Estimating

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling
Takeoff

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