CRMUltimate has run leads, opportunities, cases and client records for small businesses since 2012. Our team configures it to your process rather than asking you to change it.
| Name | Company | Industry | Source | Owner | Status | Created |
|---|---|---|---|---|---|---|
| Simon Perry | SimonPerry Limited | Transportation | Direct mail | Mary Doran | Qualifying | 02/09/2026 |
| Jane Smith | Jane Smith Limited | Financial services | Referral | Mary Doran | Hot | 28/08/2026 |
| Jere Kangas | Ineos | Chemicals | Cold call | Mark Roberts | Warm | 24/08/2026 |
| Aisha Rahman | Bedford Motors | Automotive | Website | Mark Roberts | Hot | 19/08/2026 |
One place for everything you know about a customer, and everything you owe them next.
It holds who they are, what you've discussed, what you've quoted, what they've asked for help with, and what happens next — with the whole history attached to the record rather than scattered across inboxes.
Most CRM systems make you fit their idea of a sales process. Fields, stages, permissions, views and reports in CRMUltimate all bend to how your business already runs, and our team does that setup with you before you go live.
It has clients, landlords, patients, students — each with their own things underneath them.
One record can hold as many related records beneath it as you need, which is what lets CRMUltimate fit businesses a flat contact list never could. Pick a business below and watch the same system change shape.
Same software. Different vocabulary.
Three policies under one client. No limit on how many.
Every edition includes the lot. Nothing here is an add-on.
Pipeline, tasks and activity in one view, built from widgets you choose.
Every organisation you deal with, with people and history attached.
Individual records with full communication history and custom fields.
Capture, qualify, assign and track enquiries through to conversion.
Follow-ups assigned to people and dates, so nothing sits waiting.
Deals with values, stages and close dates you can forecast from.
Customer issues logged, owned and resolved against the right account.
Shared answers and internal guidance your team can search.
A full audit of calls, emails, notes and changes across every record.
Saved searches and reports you build yourself, exportable on demand.
12 years
Alfa Cleaners started in September 2014 and have paid every month since, without a break.
Shaped to fit our workflow, and we handle prospects, clients and staff allocation far more efficiently than before. No other system we looked at offered that level of customisation at the price. Alfa Cleaners, alfacleaners.co.uk
We configure the system around your process during the trial, so you're judging it on your own data rather than a demo account. Change edition or cancel at any point.
The whole CRM, working this week.
Adds roles, field-level security and help importing your data.
Unlimited modules, configuration done for you, a named account manager.
Start the fourteen days and we'll set the fields, layouts and stages up with you, so the first thing you see is something you recognise.