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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 SunShip?

SunShip is a cutting-edge application tailored for solar sales teams, available on both iOS and Android platforms for field representatives. This tool meticulously tracks each door approached, offering insights into key metrics like the set-to-sit ratio, sit-to-close ratio, and installation ratio, which helps managers assess the performance of their representatives effectively. Commissions are automatically computed based on the company's unique redline, incorporating customizable compensation structures for individual representatives and managing overrides as needed. The app accommodates multi-office team management, enabling several branches to operate under a single account, while also providing role-specific access for users such as admins, managers, setters, closers, area directors, and regionals. Moreover, the web-based territory feature allows managers to gain a live overview of lead locations and the distribution of their teams. To ensure integrity, an anti-pin spoofing mechanism safeguards against false reporting, guaranteeing that representatives are indeed at the doors they report visiting rather than claiming activity from their vehicles. In essence, SunShip unifies all vital tools necessary for the efficient management of a solar sales team into one all-encompassing platform, ultimately optimizing operations and boosting productivity. By integrating advanced features and user-friendly interfaces, SunShip stands out as a vital resource for solar sales professionals aiming to elevate their performance and results.

Media

Media

No images available

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Gmail
Google Calendar
Google Docs
Google Drive
HubSpot CRM
Jira Work Management
LinkedIn
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Gmail
Google Calendar
Google Docs
Google Drive
HubSpot CRM
Jira Work Management
LinkedIn
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$59/month/user
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

SunShip

Date Founded

2025

Company Location

United States

Company Website

www.sunshipsales.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

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

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