Everything CRMUltimate does, in one place.

Lead management

Track leads across the business and give your team the tools to close them. Capture, prioritise, grade, distribute and convert, with the process automated where it should be.

• Capture leads straight from visits to your website.
• Import from external sources or third parties with the import wizard.
• Alert the right people when a large deal closes or nears completion.
• Use workflow so your team only works the qualified leads.
• Keep an opportunity's history with notes and attached documents.
• Add custom fields to show the information that matters on each lead.
• Build reports and extracts from the pipeline using configurable filters.
• Share opportunities with colleagues to work them together.
• Convert a lead into an opportunity, account and contact in one step.

Contact management

A complete view of each customer, so you can judge what they're actually worth to you. Everything linked to a contact — information, activity, documents — sits in one place.

• See a contact's details, notes, attachments, tasks and cases together.
• Record conversations, meeting outcomes, how you know them and how they prefer to be contacted.
• View all contacts, only yours, or those assigned to any other user.
• Find anyone with quick search, or build something more precise with advanced search.
• Send an invitation so a contact can see the information you choose to share, instead of phoning and emailing for updates.
• Email a contact directly from the list.
• Update or delete many contacts at once with bulk actions.
• Clone a contact in one click.
• Export to CSV whenever you want, or export contact details as PDF.
• Attach agreements, proposals and other documents.
• Choose which columns appear in the list.
• Import contacts from any source with the import wizard.
• Set assignment rules so new contacts reach the right salesperson automatically.
• Set reminders and alerts against one contact or several.
• See what was created or updated today, yesterday, this week, last week, this month or last month.
• Produce template-based PDF reports to send on.

Parent and child records

Most CRMs give you a flat list of contacts. CRMUltimate lets one record hold as many related records beneath it as you need, which is what makes it work for businesses other systems don't fit.

• Several contacts under one account.
• Several policies under one client, for a financial adviser.
• Several properties under one landlord, for a letting agent.
• Several visits under one patient, for a medical practice.
• Several results under one student, for a training provider.

There's no limit on how many child records a parent record can hold.

Complete customer history

A full audit trail on every record. Calls, emails, letters and chats can all be logged against the customer for later reference, and every change to a contact or task records who changed it, what changed and when.

Projects

Run multiple projects, each tied to the customers or support cases they relate to, and connected through to your sales and support teams.

• Set reminders to keep a project on time and on budget.
• Add users to a project and assign tasks between them.
• See completed tasks per project.
• Keep the project's files with the project.
• Run project-specific reports.
• Give the client controlled access where it helps.

Fully customisable

Every business runs differently, so the system adapts rather than the business. You decide what gets captured and how it's laid out.

• Create as many custom modules as you need.
• Capture almost anything using fourteen types of custom field.
• Build multiple form layouts and drag fields into place.
• Choose which columns appear in any list.
• Upload your own logo and pick a colour scheme to match your branding.
• Define relationships between two or more modules as you go.
• Keep contacts, tasks, cases, notes and documents for a customer in one place.

Web forms

Build your own forms to capture enquiries from your website. Choose the wording, choose the fields, and have the contact record created for you.

• Create as many forms as you need — one for leads, another for support requests.
• Capture exactly the information you want, in the layout you want.
• Email the right person on your team the moment a form is submitted.
• Send a confirmation to people outside your organisation too.
• Add a form to a new or existing landing page by pasting in a snippet, with no developer needed.

Reminders and due reports

Two features that stop work slipping: reminders for the things you set, and due reports for everything with a date attached.

Reminders

• Use the calendar for anything not tied to a CRM record.
• Set a reminder against a contact, task, account or any other record.
• Set a rule once — a client's birthday, a renewal date — and get reminded automatically from then on.
• Choose how often you're reminded, and whether by email or pop-up.
• Set reminders for other people, and against several contacts at once.
• See all your reminders in one place, including recurring ones.

Due reports

• See what's due today, tomorrow, this week, next week, this month, next month and beyond.
• Run them in any module, not just tasks.
• Run them against any date field — due date, birthday, meeting, service or policy renewal.

Real-time dashboard

Day-to-day operations at a glance, with the trends behind them. Most of what you'd normally go into a module to do can be done from the dashboard in one click.

• Public and private dashboards.
• Pick any combination of reports and saved queries and see the results directly.
• Create or search tasks and contacts without leaving the dashboard.
• Keep an eye on competitors by tracking their websites.
• Watch anything created, updated or assigned.

Reports

Build your own reports rather than choosing from a fixed set. Any saved query can become a report, and any report can be shared or kept to yourself.

• Unlimited tabular and distribution reports and charts.
• Reports per module, built from saved queries.
• Keep a report private to you, or publish it for everyone.
• Export to Excel, Word, RTF or PDF.

Search

Filter down to what you need in seconds. Quick search for everyday use, and a query builder when the question is more specific.

• Quick search on any field you use to hold client data, not just the name.
• Build advanced searches in a query builder, custom fields included.
• Group clauses and combine them with AND, OR and NOT.
• Save a search privately or share it with everyone.
• Edit, clone and delete saved queries at any time, with no limit on how many you keep.
• Reuse saved queries to drive dashboards and reports.

Permissions

Access is managed through roles, groups and users, with control right down to the individual field.

• Module level: limit which modules an employee or external supplier can open.
• Record level: set who can create, view, edit and delete a task or contact.
• Field level: mark individual fields hidden, read-only or editable per user.
• Use the predefined roles to get going, or create as many of your own as you need.
• Group users to manage their access together.
• Accounts lock after repeated failed passwords, and only an administrator can unlock them.
• See who is logged in right now, and disable any user immediately.

Controlled access for your clients

Instead of fielding calls and emails asking where something has got to, give a client a login that shows them only what you choose — a task, a support ticket, a claim, a policy status.

Hosting and data protection

Servers sit in UK data centres with monitored card-key access, firewalling, network and host intrusion detection, and routine security audits. All traffic is encrypted in transit.

Data is held in a secure hosting environment with a restore facility, and backed up every few hours to a separate third-party location.

Cloud based, with mobile access

Entirely web-based: nothing to download, install or upgrade, and no hardware to buy or maintain. New features arrive automatically, and the contract can be cancelled whenever you want.

It works on a phone or tablet from any browser, with nothing to install and nothing to sync — so you're as useful at a client's office as at your own desk.

Easy to learn

The interface is built to be picked up without a training programme. Most teams are working confidently within a few hours, and setup is measured in hours rather than weeks.

• Usability considered at every stage of design, not added afterwards.
• Works in all major browsers.
• Simple to set up, administer and maintain.

Support

You deal with the people who built the software, including advice on getting more out of it once you're established.

• Support by email, phone or screen share.
• Step-by-step guidance for getting started.
• Training videos and FAQs available at any time.