Universal Client CRM for Windows

Used Universal Client CRM for Windows?

Developer’s Description

By Golden Tier Management Software

Create and manage clients/deals/estimates/sales orders, manage tasks and schedule appointments.

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.

Universal Client CRM for Windows

Used Universal Client CRM for Windows?

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Full Specifications

GENERAL

Release: May 13, 2013

Latest update: May 13, 2013

Version: 3.1

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows Vista
Windows 10
Windows XP
Windows 7

Additional Requirements: Microsoft Access 2007 Runtime

POPULARITY

Total Downloads: 29,606

Downloads Last Week: 0

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Program available in other languages

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Last Updated

User Reviews

3/5

11 User Votes

Scam software
nhoyt8October 16, 2012
Pros
Just spent 80 bucks on this software because I wanted tbe financial side of it.. .and it doesn't work. I should have realized when they gave two addresses... and haven no phone number for support... my mistake, don't make the same mistake that I did.
Cons
They use the financial part of the package to suck you in, and it doesn't work. 80 dollars later, and disappointed.`
Summary
No support, financial side of the software doesn't work.<br /><br /><span class='notifyMsg'> Updated </span>on Oct 17, 2012<p/>Basically I have entered many clients... I try to run a summary of all clients and every time receive a message that says "the openreport action was cancelled. This happens for every financial part of the package and a few other area's. 80 dollars later very disappointed.
Good but Trial
abenessgrAugust 30, 2012
Pros
Can cover alla my needs
Cons
it is not free.... its TRIAL!!!!
Summary
Tech requirements not listed here
Jeanne321July 14, 2012
Pros
Seemed just what I needed for my one-person home business.
Cons
AFTER downloading, when the installer did not start, I found the following on the company's downloads page: Following are the perquisites [sic] for our products. - Microsoft Dot Net Framework 2.0 (Free Runtime) - Report viewer (Free Runtime) - SQL Server 2005 onwards PLEASE ADD THIS INFO to the CNET review's tech requirements list.
Summary
The software company should also have a popup at the beginning of the download process indicating requirements. It does show space needed.
Very Barebones
TofumilkshakeMay 25, 2011
Pros
Easy to use
Cons
Not much to it
Summary
Glad its free because I wouldn't buy it.
No good for UK users
LifeIsForLivingApril 2, 2011
Pros
Very good system and comprehensive.
Cons
Unable to use for UK as it is formatted to US phone numbers, zip codes and towns.
Summary
Totally useless if your market is not US based. You can't enter Counties, Post Codes, phone or fax numbers.
It seems to be good, but let me discover more.
NagicentJanuary 11, 2011
Pros
This product rated as a useful tool for most medium business firms.
Cons
this product is Not supporting Arabic Language which is very important.
Summary
I would like to have a feature of sending an automatic presetting message to a certain client/clients, as a reminder and in the same time to send a notification of this action to the user.
Simple and Easy
godbodyOctober 2, 2010
Pros
It has different features that will allow you to separate and organize your business. It has real easy features to understand and has simple configuration.
Cons
Maybe can use a few up-grades on it's images.
Summary
Great product...especially for it being free. I own a Hot Dog concession stand it has worked out well for me.
is cleary and easy to understand
covallesbetoSeptember 10, 2010
Pros
easy to use
Cons
need somo ole for link videos an pictures
Summary
no support for copy paste function No import from excel
cheesebrie.cJuly 7, 2010
Pros
Looks fine the layout etc
Cons
How do they expect me to type all info for each account.
Summary
Promising but useless
Very easy to understand,
stanbud9929February 8, 2010
Pros
keeps track of accounts,future meeting dates and expensises
Cons
Could not find any to date
Summary
Very much worth $79.95