Icon of program: Universal Client CRM

Universal Client CRM for Windows

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Editors’ Review

Download.com staff
This software offers robust tools for managing clients, deals, estimates, and sales orders. It streamlines daily tasks and appointments, enhancing overall business operations.
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Universal Client CRM 0/1

  • Pros

    • Convert estimates to sales orders with a single click.
    • Integrated master activity log for comprehensive task management.
    • Advanced search capabilities across all system functions.
    • Export reports directly to Microsoft Excel spreadsheets.
    • Supports international currencies for global business.

  • Cons

    • Requires pre-installed Microsoft Outlook for email functionality.
    • Requires pre-installed Skype for initiating calls.
    • Multi-user and advanced invoicing require separate editions.
    • No mention of cloud-based access or mobile app.
    • External document linking is limited to client records.
Icon of program: Universal Client CRM

Universal Client CRM for Windows

Download now

Used Universal Client CRM for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
3.1
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows XP
  • Windows 7
  • Windows Vista
Additional Requirements
Microsoft Access 2007 Runtime
POPULARITY
Total Downloads
29,606
Downloads Last Week
0
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Last Updated

User Reviews

3/5

11 User Votes

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.

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