Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.UPilot Integrations
It's easy to connect Teamleader + UPilot without coding knowledge. Start creating your own business flow.
Triggers when a contact is linked to company.
Triggers when a deal is accepted.
Triggers when an invoice is paid.
Triggers when a new Company is added.
Triggers when a new contact is added.
Triggers when a new deal is created.
Creates a new company.
Creates a new contact.
Creates a new deal.
Links a contact to a company.