Vodia and UPilot Join Forces to Revolutionize Business Communications and CRM

Vodia today announced its integration with UPilot, the first unified B2B CRM. Vodia users now have seamless access to their call logs and recordings within UPilot and no longer need to pay for an external CRM such as Salesforce or Zoho. Any MSP (Managed Service Provider) providing Vodia to its customers can now offer UPilot as part of an overall business communication solution.  

Now, Vodia users can access a comprehensive suite of CRM features directly from their business communication platform, simplifying operations and driving growth. Whether you're managing sales, customer support or marketing, UPilot's powerful tools are designed to streamline your workflows and maximize efficiency — all without hidden costs or complex integrations.

The UPilot CRM is everything a business needs to grow. Now available to all Vodia users, the UPilot is a comprehensive, cutting-edge one-stop shop for every CRM that brings together the enterprise features of several apps.

• Conversation intelligence
• DocShare
• eSignature
• Forecasting
• Marketing
• Meeting Scheduler
• Reporting
• Sales
• Support
• Teams and Permissions

Once UPilot is activated, all a user has to do is call a contact. UPilot records the call, transcribes and summarizes it, compiles an action plan, creates a profile of the contact and drafts a follow-up email (it even provides newsletter templates) - this is all done automatically once the user ends the call. It’s also possible to search call transcripts for keywords and topics. And with one profile click, users can search for a contact via Google or LinkedIn.  

UPilot is device agnostic, with all of the features and functionality of the CRM available from desktop, IP or mobile phones. Alongside Vodia, UPilot also integrates with 1000 other apps, including Asana, Calendly, Google Sheets, Mailchimp, Wufoo and Zapier, without added costs and fees. 

“UPilot is designed to manage and streamline the contact process for businesses of any size,” said San Bhaskaran, Chief Evangelist and CEO, UPilot. “It’s like a benevolent ‘fly-on-the-wall’ keeping track of every interaction and transaction. We offer every growth-enabling feature and functionality required by businesses of any size, and we do it without a ‘never-ending-upgrade-to-enterprise plan.’”

“We’re thrilled about our integration with UPilot,” said Christian Stredicke, CEO and President, Vodia. “UPilot is an innovative CRM designed to help SMBs and enterprises scale their business. It gives them sales forecasting, contacts, deals and pipeline management, all at a single, affordable price. It’s an information management system unlike any we’ve previously come across, especially when it comes to an organization’s sales pipeline.”

“B2B CRM is broken - it’s a patchwork of apps required to make things work, each pushing the customer to their enterprise plans, to messy and costly integrations and to ‘hairball pricing,’ said Mr. Bhaskaran. “At UPilot we decided there should be a better way. We give our customers everything they need without pushing them through a funnel of increasing costs. We don’t offer them a quilt that constantly requires new patchwork, with an additional cost for every new piece. We created what we consider a perfect solution.”  

Discover how UPilot & Vodia can transform your business operations—schedule a free live demo of the UPilot B2B CRM today!  

“UPilot is a powerful tool that provides employees and management with a real-time, widescreen view of the entire sales cycle,” said Dr. Stredicke. “We work with SMBs and enterprises worldwide, and we’re delighted to fold this revolutionary product into our phone system. We think the combination of our industry-standard PBX and the UPilot advanced CRM will help propel our customers ahead of their competition.”  

Want to find out how combining the best cloud phone system and the most innovative CRM can drive growth and profitability for your business? Reach out to us, sales@vodia.com, +1 (617) 861-3490.

About UPilot 

At UPilot, we believe B2B CRM is broken. Today, a B2B company must integrate a patchwork of apps for sales, document signature, call analytics, reporting, event management, etc. The problem is these apps are also trying to push you to their enterprise plans. Hiding essential growth features for which larger companies will pay more means your business is deprived of these growth features, including role-based access to control who can see what information, reporting, etc. Another major problem for B2B companies is the marketing and support modules and apps are charged by the number of contacts. This is because these CRMs are focused on B2C companies, where each contact has potential revenue and requires constant direct marketing; this is untrue for B2B companies - it leads them into unnecessary complexity, costly integrations, and an endless cycle of upgrades, implementations and add-ons. At UPilot, we call this combination of factors “the pain of SaaSlash.” And this is why we built UPilot specifically for B2B companies, so these companies can avail themselves of everything they need to scale without having to jump through a series of hoops and pricing models. For more information, please visit www.upilot.com.  

About Vodia

Vodia Networks, Inc. is a pioneering provider of B2B Cloud Communications Solutions catering to enterprises, contact centers and service providers. Vodia's PBX software boasts an extensive suite of business telephony features for on-premise and cloud-based systems and operates seamlessly across Windows, Linux or Mac platforms. Fully compliant with SIP industry standards, the Vodia phone system integrates effortlessly with a wide range of SIP-based devices and trunking providers, granting ultimate freedom in telephony. Vodia’s multi-tenancy platforms are compatible with an unprecedented number of technologies, including desk phones, softphones and APIs, for myriad third-party software and CRM systems. Our mission is to empower our partners and end-users with the world's best cloud PBX and personalized support to ensure their success at every turn. Visit Vodia on LinkedIn, Twitter and YouTube.