UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.Teamleader Integrations
It's easy to connect UPilot + Teamleader 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.