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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 Torry Harris Marketplace (TH-M)?

Torry Harris Marketplace (TH-M) enables the rapid deployment of your brand platform while accommodating multiple vendors. Featuring three distinct interfaces—admin, partner, and storefront—it offers flexibility in deployment options including SaaS, on-premise, or hybrid models. This robust marketplace solution equips you with all the essential tools to effectively scale and empower your platform, design and maintain its features, and strategize for future growth. With a no-code approach, TH-M simplifies navigation through the digital economy, allowing you to foster and support ecosystems for your customers, partners, and contributors seamlessly. In essence, this platform is designed to meet diverse needs while ensuring a quick and efficient launch process.

Media

Media

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Gmail
Google Calendar
Google Docs
HubSpot CRM
HubSpot Customer Platform
Jira
LinkedIn
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier
Zoom

Integrations Supported

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Gmail
Google Calendar
Google Docs
HubSpot CRM
HubSpot Customer Platform
Jira
LinkedIn
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Torry Harris Integration Solutions

Date Founded

1998

Company Location

United States

Company Website

www.torryharrisproducts.com/products/torry-harris-marketplace

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

Marketplace

Catalog Management
Category Management
Fee / Commission Management
Order Management
Payment Processing
Promotions Management
Returns Management
SEO Management
Shopping Cart
Vendor Portal

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