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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Transforming the landscape of technology procurement and financial solutions, this innovative platform integrates payments, predictive pricing, financing, and a streamlined quote-to-cash process into a cohesive system. It offers flexible payment alternatives designed to expedite deal closures, seamlessly embedded within the sales process. By leveraging existing recurring revenues, businesses can secure immediate funding, allowing them to receive payments promptly even if their customers opt for delayed payment. This approach aligns payment structures with customer payment schedules, enabling organizations to unlock growth capital from their own assets without incurring debt or equity dilution. Unlike traditional venture debt or revenue-based financing, Ratio requires no monthly payments, providing further financial relief. Businesses can selectively choose which contracts to monetize based on their cash flow requirements. The Ratio team comprises seasoned professionals from the SaaS and finance sectors, alongside serial entrepreneurs and innovators. Equity remains a vital component for company growth and team compensation, and engaging with Ratio for strategic capital ensures there is no equity dilution or warrant issuance. This unique model empowers businesses to thrive while maintaining ownership and control.

Description

To achieve $1M in revenue with a closing ratio of 40%, the sales team must generate a pipeline of opportunities valued at $2.5M based on this calculation. UPilot simplifies this process by automatically tracking the closing ratios for both the entire team and individual sales members. Utilizing a CRM effectively allows teams to foresee revenue streams, make proactive investments, confidently expand their workforce, and ensure consistent growth. However, if users lack control over their sharing preferences, managers may struggle to accurately assess closing ratios and forecasts, ultimately hindering predictable growth. Implementing a CRM that offers top-down role-based access is crucial to avoid stagnation and excessive costs as growth strategies are developed. Unfortunately, many CRM systems either lack this essential feature or reserve it for their most expensive Enterprise tiers. Consequently, once a strategy for growth is established, organizations often face the dilemma of either transitioning to entirely new, complex systems or paying a premium for higher-tier plans in order to access necessary features. The importance of selecting the right CRM cannot be overstated, as it plays a pivotal role in shaping a company's future success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
ActiveCampaign No 
Asana No 
Drip No 
FreeAgent Yes 
Google Drive No 
Jira No 
Mailchimp No 
Maxio Yes 
Microsoft 365 No 
NetSuite Yes 
Plaid Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Advanced No 
Recurly Yes 
Sage 50 Yes 
Sage Accounting Yes 
Zapier No 
Zoom No 

Integrations

QuickBooks Online Yes 
Xero Yes 
ActiveCampaign Yes 
Asana Yes 
Drip Yes 
FreeAgent No 
Google Drive Yes 
Jira Yes 
Mailchimp Yes 
Maxio No 
Microsoft 365 Yes 
NetSuite No 
Plaid No 
QuickBooks Desktop Pro No 
QuickBooks Online Advanced Yes 
Recurly No 
Sage 50 No 
Sage Accounting No 
Zapier Yes 
Zoom Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ratio

Founded

2021

Country

United States

Website

www.ratiotech.com

Vendor Details

Company Name

UPilot

Founded

2016

Country

United States

Website

upilot.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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