Universal Client CRM logo

Universal Client CRM

Developer's Description

Set up clients, contacts and leads. Track deals and view progress by month, employee, or stage. Generate and track business activity through separately managed sales estimates and sales orders. Convert estimates to sales orders by a button click. Create copies of sales orders and estimates by a button click. Manage daily tasks and deadlines through an integrated master activity log (general to-do tasks, client communications, follow-ups, complaints, deal tasks, and appointments). Perform advanced search in all major system functions. Link external documents to a client's record. Set and print schedules with clients. Setup parts and services, suppliers, employees, company sites, organization description, state tax rates, and states/region/provinces. Create reports for sales activity and all system databases and functions. Export reports into Microsoft Excel spreadsheets. Send email to clients using Microsoft Outlook (must have Outlook pre-installed on your computer). Import and export clients / contacts to and from Microsoft Outlook. Initiate calls directly to clients from within the system using Skype (must have Skype pre-installed on your computer). Backup and restore the database using built-in functions. Import existing part information databases. The program supports international currencies. Also available: 1) Share the CRM database between licensed users through the Universal Client CRM Multi-user edition, 2) additionally create invoices, enter payments and manage returns through the Universal Client Sales Manager Pro edition.

Full Specifications

What's new in version 3.1

New Features in 3.1: Application opens directly to client information screen. Client information screen has new buttons to access System Management and for display of client report. Example part and employee records added for use in trial version. Fixed the estimate screen to allow for estimate number to be changed to custom number.

General

Release May 13, 2013
Date Added May 13, 2013
Version 3.1

Operating Systems

Operating Systems Windows, Windows XP, Windows Vista, Windows 7
Additional Requirements Microsoft Access 2007 Runtime

Popularity

Total Downloads 29,599
Downloads Last Week 1
Report Software

Related Software

Chaos Free logo

Chaos Free

Free
Chaos Free
EQMS Lite (Free Edition) logo

EQMS Lite (Free Edition)

Free
EQMS Lite (Free Edition)
Clinic Management System logo

Clinic Management System

Free to try
Clinic Management System
Print Studio Photo ID Card Software logo

Print Studio Photo ID Card Software

$89.99
Print Studio Photo ID Card Software

User Reviews

3/5
11 User Votes
5 Star
4 Star
3 Star
2 Star
1 Star
Promo image for CNET Shopping

Get the best price on everything

Shop your favorite products and we’ll find the best deal with a single click. Designed to make shopping easier.