---
description: UPilotを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: UPilotとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [CRMツール](/directory/2/customer-relationship-management/software) > [UPilot](/software/149388/upilot)

# UPilot

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> 販売プロフェッショナル向けに構築された高度な販売CRMです。高度に洗練されており、優れた可視性を備え、非常に簡単に使用することができます。
> 
> 評価：7人のユーザーによる評価は**4.9/5**。**おすすめ度**で最高の評価。

-----

## 概要

### UPilotの対象ユーザー

UPilotは、小規模企業向けCRMでは提供できない成長中の企業のビジネス・ニーズを満たすため、複雑なCRMに移行する際の優れた選択肢です。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.9/5** | 7 レビュー |
| 使いやすさ | 5.0/5 | レビュー全体に基づく |
| カスタマー・サポート | 4.9/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.7/5 | レビュー全体に基づく |
| 機能 | 4.9/5 | レビュー全体に基づく |
| おすすめ率 | 100% | (10/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: UPilot
- **ロケーション**: Sunnyvale, アメリカ
- **設立**: 2016

## ビジネスコンテキスト

- **価格プラン**: $29.00
- **価格モデル**:  (無料版が利用可能) (無料のトライアル)
- **対象となる企業**: 自営業, 2～10, 11～50, 51～200, 201～500, 501～1,000, 1,001～5,000, 5,001～10,000, 10,000+
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース, Android（モバイル）, iPhone（モバイル）, iPad（モバイル）
- **サポートされる言語**: 英語
- **利用可能な国**: アメリカ合衆国, イギリス, オーストラリア, カナダ, メキシコ, 中国, 日本

## 機能

- Third-Party Integrations
- インタラクション追跡
- コラボレーションツール
- セグメンテーション
- タスク管理
- ドキュメント・ストレージ
- メール管理
- モバイル・アクセス
- ユーザー管理
- リード管理
- レポート／分析
- ワークフロー管理
- 営業パイプライン管理
- 連絡先管理

## 統合 (合計25件)

- ActiveCampaign
- Asana
- Basecamp
- Brevo
- Drip
- Evernote Teams
- Gmail
- GoTo Meeting
- Google Calendar
- Google Docs
- Google Drive
- Highrise
- HubSpot CRM
- Jira
- LinkedIn for Business

... さらに10件の統合

## サポートのオプション

- メール/ヘルプデスク
- FAQ/フォーラム
- ナレッジベース
- 電話サポート
- 24時間対応（オペレータ）
- チャット対応有

## Category

- [CRMツール](https://www.capterra.jp/directory/2/customer-relationship-management/software)

## 関連カテゴリー

- [CRMツール](https://www.capterra.jp/directory/2/customer-relationship-management/software)
- [ナレッジベース](https://www.capterra.jp/directory/32454/knowledge-base/software)
- [売上追跡ソフト](https://www.capterra.jp/directory/32744/sales-tracking/software)

## 代替製品

1. [Bigin by Zoho CRM](https://www.capterra.jp/software/204998/bigin-by-zoho-crm) — 4.7/5 (731 reviews)
2. [HubSpot CRM](https://www.capterra.jp/software/152373/hubspot-crm) — 4.5/5 (4458 reviews)
3. [Zoho CRM](https://www.capterra.jp/software/155928/zoho-crm) — 4.3/5 (6974 reviews)
4. [Pipedrive](https://www.capterra.jp/software/132666/pipedrive) — 4.5/5 (3051 reviews)
5. [Less Annoying CRM](https://www.capterra.jp/software/118921/less-annoying-crm) — 4.8/5 (652 reviews)

## レビュー

### "A comprehensive solution for small business owners" — 4.0/5

> **Priyansh** | *2022年12月18日* | アニメーション | おすすめ評価：9.0/10
> 
> **良いポイント**: One of the things I appreciated the most about UPilot was the customer service. Whenever I had a question or needed assistance, the team was quick to respond and provide helpful solutions.In terms of features, UPilot offers everything a small business could need. From project management tools to invoicing and payment options, the platform has it all. The interface is clean and intuitive, making it easy for me to manage all aspects of my business from one central location.Overall, I highly recommend UPilot for any small business owner looking to streamline their workflow and increase efficiency.
> 
> **改善点**: However, there are a few cons to consider. One is that the platform can be a bit pricey for smaller businesses on a tight budget. Another is that some of the advanced features may be overwhelming for users who are new to project management software. Finally, there have been occasional issues with the platform's stability, resulting in occasional downtime.
> 
> I recently used UPilot for my small business and was extremely satisfied with the results. The platform was easy to navigate and offered a wide range of features that helped streamline my workflow and increase productivity.

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### "UPilot: The Smart Unified CRM" — 5.0/5

> **Mishal** | *2024年10月30日* | 情報技術、情報サービス | おすすめ評価：10.0/10
> 
> **良いポイント**: My overall experience with UPilot has been highly positive. The platform offers a user-friendly interface that makes navigating customer management straightforward. I appreciate the robust features, like multi-channel communication which have helped streamlined our processes. The overall functionality and support have made UPilot an invaluable asset to our operations. It’s a solid choice for anyone looking to enhance their CRM experience. Plus it is packed with enterprise features for such a good pricing point.
> 
> **改善点**: while the platform is generally intuitive, occasional minor bugs can disrupt the user experience. Lastly, certain integrations with third-party applications could be improved to enhance overall functionality and flexibility.

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### "Functional, Modern, Friendly UI, Good UX & Beautiful Report" — 5.0/5

> **An** | *2021年7月16日* | マーケティング、広告 | おすすめ評価：10.0/10
> 
> **良いポイント**: Goals - Reporting - Forecast - Close Ratio,... a lot of report you could enable as Dial in Upilot. They make Report in beautiful, easy to see and track. That help you navigate sales process \&amp; plan \&amp; track for other activity (team using is great, I'm use for myself). 360 degree view, easily add other activity OR follow up. Pipeline \&amp; Deal table is colorful, virtual.
> 
> **改善点**: For my only experiences, it's a little delay when open a record, thats it. Everything is great, I trial a dozen of CRM before and could make a commit with you that Upilot is the greatest one you should never miss it. Bulk Edit for Default/ Customize field is not available. Each page only view as 50 not more.
> 
> 360-degree view for contact, the design easily to view - track - addin - functionally. Deals could add Multiple Contact depends on Company Hierarchy which as Decision Maker, Influencer, .... Customization is the greatest, you could input a ton of text boxes. Report - Goals in one place and virtual to view also edit. This Upilot rock the CRM game. You should try it.

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### "For the first time, using a CRM felt like fun\!" — 5.0/5

> **Leila** | *2016年11月30日* | 経営コンサルティング | おすすめ評価：10.0/10
> 
> **良いポイント**: The Excellent UI , the functionality, and the simplicity, Gmail integration
> 
> **改善点**: Integrations with Marketing system - but then I guess they would roll them out with time
> 
> I have used several leading CRMs, and as a user, it made me cringe to think about entering data and using them. What surprised and impressed me when I started using UPilot, was that they not only made it extremely easy to transition over to their system, but I actually wanted to use it because the interface is so strong, attractive, and even fun/engaging.  &#13;&#10; &#13;&#10;The UI (which is more important than I realized), the functionality, and the simplicity are the key advantages of UPilot. I strongly recommend it to anyone who wants to upgrade their current CRM.

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### "Absolutely amazing customer service and support; beautiful dials to track sales and growth." — 5.0/5

> **Betsy** | *2016年12月7日* | 教育管理 | おすすめ評価：10.0/10
> 
> **良いポイント**: We love the way UPilot makes us effective and efficient with our contacts and deals. We do not worry now about customers "falling through the cracks." I wanted a CRM that did not make our Reps data entry people, BUT that actually functioned to help them do their job and stay close to their customers. UPilot does exactly that. UPilot provides the information to have monthly meetings with our Reps has been very helpful in showing them where they need work and where they are exceeding.
> 
> **改善点**: None right now as they are continuously working to make their product better; and, we benefit from this improvement.
> 
> They are always available for support; they respond quickly and are very careful to make sure we understand the process we are trying to learn. They have even helped us by doing a job for us\! Everyone is friendly and makes us feel like we know them, and they know us.

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## リンク

- [Capterraで表示する](https://www.capterra.jp/software/149388/upilot)

## このページは以下の言語で利用できます

| ロケール | URL |
| en | <https://www.capterra.com/p/149388/UPilot/> |
| en-AE | <https://www.capterra.ae/software/149388/upilot> |
| en-AU | <https://www.capterra.com.au/software/149388/upilot> |
| en-CA | <https://www.capterra.ca/software/149388/upilot> |
| en-GB | <https://www.capterra.co.uk/software/149388/upilot> |
| en-IE | <https://www.capterra.ie/software/149388/upilot> |
| en-IL | <https://www.capterra.co.il/software/149388/upilot> |
| en-IN | <https://www.capterra.in/software/149388/upilot> |
| en-NZ | <https://www.capterra.co.nz/software/149388/upilot> |
| en-SG | <https://www.capterra.com.sg/software/149388/upilot> |
| en-ZA | <https://www.capterra.co.za/software/149388/upilot> |
| ja | <https://www.capterra.jp/software/149388/upilot> |

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