CRM Business Ultimate delivers the features you need.

CRM Business Ultimate is ideal for all companies that work with lead lists due to its importing, managing and marketing capabilities.

Adapts to your level of use: use the simpler level - "Lite" (ultra-easy to use) or the "Expert" level - "Ultimate", to unleash the full power of the software.

You make more money when you can do more things in less time. This is the CRM Business Ultimate approach. An ultra-fast all-inclusive CRM Contact Management Software.

Ultra-Fast Contact Management Software (CRM)

Our line of software does not need anything extra when used on one computer. Any version of Windows would do (XP, VIsta, 7 or 8) with 512 Megs of RAM (1 Gig+ better) and only 10 Gigs of space.

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  • Everything in our software is about being more efficient and do more in less time.
  • Every aspect even some ones are marketing oriented (without sales there is no business)
  • Manage unlimited Clients and Leads
  • Ultra-fast search system with multiple entries from one field
  • Quick Find from multiples fields from one entry (name, company, state, all phone numbers, URL, emails, Related To, Referrals, Keywords, Products, etc)
  • Query-by-Example available too (Full Find)
  • Many tools to navigate fast among contacts.
  • Comprehensive import and export system with 5 saved fields mapping
  • Strong Lead Management System
  • Import / Export Leads in many formats.
  • Assign multiple tasks on multiples contacts on different dates with just one click.
  • Find information with ease on the Internet with our Private Eye system.
  • Send and Receive multiple contacts/leads across the internet to our line of compatible software for Telemarketing purposes, etc.
  • Set and Jump to 5 pre-set contacts with one click.
  • Send Merged Templates to contacts with the integrated E-mail & Fax system
  • Hold unlimited documents per contact (Docs, PDF, images, Excel files, etc) and play them with one click
  • Mark contacts as private
  • Make some agents to see only their private records.
  • Create unlimited notes that automatically enter date/time and agent.
  • Notes can't be modified except for administrator.
  • One click entry of snippets in Notes. Also unlimited snippets .
  • Log automatically templates sent.
  • Log elapsed time for consultation purposes.
  • Integrated Instant Messenger inside your network and across the Internet.
  • Tag contacts as affiliates, Assign commissions and visualize downlines.
  • Create contact portals to your own website on the Internet .
  • Upload contacts data to the Internet (Virtual Contacts) to share information with your sales force, representatives, etc. that can be seen on any device (smartphone, iPad, iPhone, laptop, computer, etc)
  • Assign Agent / Contacts Tasks where many Agents can have simultaneous Tasks for one contact.
  • Multiple view screens(Full Data, Fast Lists, 1-Line View, 3-Lines View, Agent Tasks Lists & Summaries)
  • Compare contacts and merge their data.
  • Check for Duplicate Contacts with one click.
  • Enter unlimited phone numbers in any format with automatic reformatting based on country.
  • Dial contacts with one click (modem, Skype or SIP protocol used in softphones).
  • Send template faxes using efax.com, fax.com, ringfax.com and myfax.com.
  • Check mail addresses and insert back the correct address back.
  • Create Reports and Labels Lists.
  • Use Snippets in many fields as a way to be consistent and expedite entry.
  • 60 one-click-groups to select, omit or expand groups with one click.
  • Unlimited User-Defined-Groups to select, omit or expand groups with one click.
  • To-Do groups to distribute groups among agents.
  • Assignment Groups specially suitable to Telemarketing purposes and similar sales leads assignments.
  • Special contact fields for Facebook, Twitter and Skype .
  • Client Valuation (objective and subjective). The real value of a customer.
  • Calculate Time and Money spent on a client or by the agent.
  • Use different client hourly rates on automatic work-on-clients time (ideal for attorneys).
  • Manage an unlimited number of User Defined Field Structures. So, when creating a contact you can decide what special fields you want to use for that particular contact from previously saved structures.
  • Dial your client with one click using a modem, Skype or a Soft Phone with SIP protocol (like Ring Central).
  • Leverage your use of time by using features like the Action Button that reacts differently based on the content of the data (for example an email will create an email a phone number will dial the phone number, an URL will open the website, a formula will calculate, keywords will trigger Google search and much more.

Agents (Employees)

  • Create unlimited agents.
  • Assign different privileges for each agent allowing or denying entry in the areas of the program even at the field level.
  • Expand up to a 1000 concurrent computers to share data (additional Network Licenses and third-party software required)
  • Integrated Personal Agenda and Payment Manager
  • Assign Jobs to your agents (Agent Job Scheduler) with recurrent capabilities and snippets to expedite the entry.
  • Print Job Worksheets for all Agents.
  • View agents software use (start, exit and elapsed time).
  • Log out agents automatically after certain amount of time.
  • Allow agents to enter software only during certain hours.
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Agent Time Manager

  • Control your Agents entry and exit times and calculate extra hours.
  • Each Agent can have a different hour rate for their work with clients.
  • Manage consultation times for your clients .
  • Create client reports based on hourly rate and agent's work time.
  • Export agents work done for clients to Receivables, Invoices or to the Windows Clipboard with one click (ideal for attorneys and other consulting services).
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Financial Related

Charge Credit Cards

  • Charge credit cards from different places (Account Receivables and Invoices).
  • Compatible with thousands of banks that use our integrated gateways (Authorized.net, Global Gateway / Link Point Central, Dow Commerce, Network Merchants, PayToo Merchant, xCharge) Subscribe HERE
  • Holds up to five credit cards numbers per contact .
  • Automatically check if credit card number is valid.
  • Change one or many with one click.
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Escrow Accounts

  • Integrated with Global Client Solutions and Trans2Pay to charge clients against their escrow accounts from Account Receivables and Invoices with one click.

ACH Checks

  • Integrated Green by Phone to process ACH Checks directly from the Account Receivables and Invoices (subscribe HERE).

Check Drafts

  • Print your client checks and deposit them in your Bank without your client's signature and with recurrent capabilities.
  • Print check endorsements directly on checks.
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Print Checks

  • Print your checks to pay affiliates, providers, payroll and much more with recurrent capabilities.
  • Print check endorsements directly on checks.
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Bank Manager

  • Manage unlimited Banks and Credit Cards.
  • Register Transactions automatically (checks, Deposits, Credit Notes and Debit Notes).
  • Reconcile your Bank / Credit Card Statement with our integrated Reconciliation System.
  • Link Clients to Bank Accounts. This way you can maintain escrow account for clients too.
  • Print checks to pay others (some payments are created automatically like affiliate payments, payroll and other you set).
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Financial Desktop

  • View, at a glance, the status of your company, aging and forecast for receivables, payables and invoices, products sold, bank balances and more.
  • View charts to evaluate results with ease.
  • Print reports at the end of the month to give to your accountant for tax purposes, it's that simple.

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Account Receivables

  • Unlimited Payment Plans for consistent entry of Account Receivables (you can automatically enter the setup fee plus recurrent payments and way to charge the client).
  • Automatic trigger of recurrent receivables.
  • Compatible with many credit cards gateways (Authorized.Net, Network Merchants, Dow Commerce, Link Point Central, Global Gateway, PayToo Merchant, xCharge, etc) (apply HERE).
  • Compatible with ACH Checks through Green by Phone (apply HERE )
  • Compatible with Escrow Account (Global Client Solutions / Trans2Pay) to charge directly from the software.
  • Create check drafts to print your client's checks and deposit them in your Bank without your client's signature.
  • Charge multiple clients at one time from different sources (credit cards, ACH checks and Escrows).
  • Assign automatically commissions to affiliates and create payables based on those for further checks printing.
  • Send letters / templates directly from receivables upon declining transactions or other purposes.
  • Filter and Report Receivables.
  • Email, fax or print reports.
  • Create Invoices based on Receivables.
  • Many ways to find, navigate and manipulate Receivables.

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Account Payables

  • Automatic trigger of recurrent payables.
  • Create and print unlimited checks with one click from Payables .
  • Send letters / templates directly from payables for any purpose.
  • Filter and Report Payables.
  • Email, fax or print reports.
  • Many ways to find, navigate and manipulate Payables.

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Invoice System

  • Full-fledged invoice system.
  • Both Invoice types, Product and Service Invoices.
  • Snippets for service invoices for consistency.
  • Calculation of totals even from service invoices.
  • Charge invoices with credit cards, ACH Checks or escrow.
  • Control Partial Payments.
  • Comprehensive invoice find system with integrated shortcuts.
  • Manage unlimited products.
  • Create catalogs from selected products.
  • Select products that belong to an invoice with one click.
  • Control product cost .
  • Create price lists.
  • Create payables based on commission from affiliate automatically.
  • Trigger recurrent invoices.
  • Create invoice groups and visualize summaries of many invoice fields.
  • Export invoices to excel, Email, fax, several e-signature services or print invoices.

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Contact Database

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Products And Inventory

  • Manage all your products with ease.
  • View privately your suppliers cost.
  • View or print catalogs on selected products or send them by email of you like.
  • Select products automatically based on a quotation or invoice to send to your prospects or clients.
  • Upload a web catalog to your own domain on the Internet including prices, descriptions and much more with one click. Making changes take seconds.
  • Up to 7 pictures and 1 video per product.
  • Ultra Fast Search .
  • Print reports, lists and more.

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Credit Card Analyzer & Debt Reduction Analyzer

  • Analyze unlimited Credit Card accounts for you and your clients.
  • The program advice which credit card to pay first and how much to increase your credit score.
  • Analyze unlimited Debt accounts for you and your clients.
  • The program advise which Debt to pay first and how much based on a monthly budget to pay the debts in the least amount of time.

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Budget Center

  • Analyze unlimited budgets for you and your clients.
  • Compare all the expense segments against the ideal ratios to determine where correction are needed.
  • Get a Surplus amount that you can use to start reducing your debt every month.

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Amortization Loan Center

  • Analyze unlimited loan amortization scenarios.
  • Link scenarios to contact to evaluate different scenarios and create creative proposals.

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Automatic Investment System

  • It sounds to good to be true, but yes, we include an Automatic Investment System (AIM) fro those of you so inclined to invest in the stock market and wants a simple system to manage all your portfolio.

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Email System

  • Manage unlimited email accounts (POP3, Gmail, Godaddy, etc.)
  • Self-contained system to Send and Receive Emails.
  • Edit Emails (subject and body).
  • Select all emails (sent / received) from contacts even when contact uses multiple emails or entire domain.
  • Encrypt / Decrypt Emails by Agent.
  • Assign default sending email accounts by user or deparment.
  • Find contact based on current e-mail with one click.
  • Create Contact based on current e-mail with one click.
  • Check for e-mail duplicates with one click.
  • Assign multiple groups to one e-mail and search by them.
  • Use snippets and shortcuts when creating e-mails.
  • Proprietary System to verify if e-mail was opened.
  • Merge contacts data automatically in e-mail templates.
  • Ultra-Fast and Easy Email Finding System.
  • Color subjects and search based on them.
  • Extract email information and create contacts automatically.
  • Reply to Emails automatically.
  • Assign Auto-Responders to emails automatically.
  • Forward E-Mails automatically.
  • Assign Groups automatically.
  • Assign E-mails selectively to agents or round robin.
  • Create Private Notes for Emails.
  • Web-to-lead capture.
  • Set the date to send an email in the future.
  • Select default emails from contacts that will show in pull-down lists when sending emails.
  • Select emails from group of selected contacts and vice-versa.
  • Protect some E-mails to avoid deleting them by mistake.
  • All your employees (agents) can see, in real time, all the emails sent, received and link to clients.
  • Three e-mail systems in software. An instant email, the full-fledge and interaction with your email client (like Outlook) but with a twist that makes it unique.
  • Use Snippets in e-mails for speed and consistency.
  • Insert merged templates in emails with one click to compose complex e-mail with ease.
  • Schedule e-mails to be sent at a future date automatically (this is a one by one feature in addition to the auto-responder).

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Auto-Messenger (Auto-Responder)

  • Manage unlimited Auto Responders.
  • Include unlimited templates per Auto Responder.
  • Assign different intervals to each template.
  • Merge agents and client data automatically.
  • Duplicate X number of messages (templates) with one click.
  • Assign Auto Responders automatically when an email is received.
  • Assign Auto Responders to one contact or a group of contacts with one click.
  • Assign several Auto Responders to one contact or contacts.
  • Interaction with external auto-responders (AutoResponse Plus version 3).

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Telemarketing

  • Integrated telemarketing system to promote your business or to answer the phone consistently every time.
  • 15 Scripts or Script Branches available with one click.
  • Every script can be merged automatically with Agent and Client data for ease reading.
  • Dispose of call in groups like Busy, interested, call again or create your own.
  • Analyze groups data in numbers, percentages and with charts.
  • Update client data, make notes and much more while interacting with the Telemarketing System.

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Task Manager (Follow Up System)

  • Unique follow-up task system that is client-centered as opposed to agent-centered which is much more productive than traditional follow-up systems.
  • Add Tasks to follow up or any other purposes from Snippets to expedite entry and consistency.
  • Every client/lead has its own tasks manager area and it can contain unlimited tasks from disparate Agents or company departments so every Agent will be aware of the interactions of this client / lead with other Agents / Departments.
  • Add Multiple Tasks on Multiple Dates to one or many clients/leads with one click (example: you buy a list of 1000 leads and want to assign 3 tasks like email, phone and send contract on different dates to each lead. Well, you can do that with one click).
  • Select Tasks based on time zone so you don't wake up prospects at 6 AM in California.
  • See at a glance the time zone of a task.
  • Select tasks based on Priority.
  • Select tasks based on Agents.
  • Tasks are logged automatically whenever they are Done or Cleared showing Date, Time and Agent (which can't be changed but by the administrator).

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Article, Blog & Ad Manager

  • Manage unlimited Articles, Blogs and similar items.
  • Check your articles against CopyScape.
  • Calculate Length, number of Words, etc.
  • Enter HTML syntax with one click.
  • Check keyword count in article plus density.
  • Check the Spam Index.
  • Text Spinner included.
  • Integrated Spelling Checker.
  • Convert text into HTML and edit HTML code in a WYSIWYG environment.
  • Search by group, shortcuts, etc.

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Advertising Place Manager

  • Manage unlimited Advertising Places.
  • Find, with ease the service you are looking for every time.
  • Link Advertising Places to Contacts (in this case probably providers) to have handy all information.

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Affiliate Marketplace

  • Unique system to upload to your own website marketing materials for your affiliates.
  • Manage unlimited advertising pieces.
  • Merge affiliate ID and other data to personalize the advertising materials.
  • Use it for advertising text, emails, banners, classified ads and everything that can be posted with a code.
  • Powerful searching, check by groups, etc.
  • Interacts with unlimited domains.

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Bulk E-Mail Manager

  • A place to manage unlimited email lists.
  • Interacts with the contact database importing / exporting.
  • Interacts with AutoResponse Plus (version 3) to send thousands of emails with easy.
  • Powerful group system.
  • Check if emails are valid.

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Competitor Analyzer

  • Compare graphically your website vs your competitor's.
  • Extract Title, Description, Keywords and code from your competitor website with one click to analyze its data.
  • Count length and words.
  • bulkPowerful group system.
  • Calculate keyword density.
  • Link to contacts to serve your customers SEO needs.

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Prospect / Affiliate Lead Finder

  • A unique way to find lead using our integrated zip code, city selector and Google maps interaction.
  • Change city automatically with one click for secuential search within a group or state.
  • CAdd leads with ease.

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Google Special Find

  • Search Google in different countries with ease.
  • Find specific information not easily found in Google using some undocumented techniques.

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Keyword Analyzer

  • Manage unlimited keywords.
  • Link to contacts to give SEO services to your customers. `
  • Select group of keywords and copy them with one click ready to be pasted in other places (PPC places, websites, etc.) `
  • Import and export keywords. `
  • Powerful group system and shortcuts.

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Marketing & Business Idea Manager

  • Manage unlimited marketing and business ideas and find them with ease.
  • Link to contacts to give SEO services to your clients.
  • Powerful search.

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Marketing Task Manager

  • Manage unlimited marketing tasks.
  • Assign tasks to Agents.
  • Set recurrent marketing tasks that will be trigger automatically.
  • Select tasks by Agent.
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Marketing Tools

  • A unique set of tools not found anywhere else.
  • Select invoices based on a list of number in your clipboard.
  • Select omit contacts based on a list in your clipboard.
  • Extract links based on a URL and add contacts.
  • Extract websites from a list and add or select contacts.
  • Extract links from Google maps.
  • Extract emails from clipboard and add or select contacts.
  • Import emails or phones and add or select contacts.
  • Strip text from weird characters.
  • Ping your website.
  • Parse text based on start and ending words.
  • Sort text and more...

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Multimedia Campaign Analyzer

  • Manage unlimited campaigns specially, Radio, TV and Magazines campaigns.
  • Manage time slots to evaluate different offers from Radio and TV vendors.
  • Calculate Production Costs, Cost per Lead, Cost per Order and more.
  • Trigger recurrent campaigns automatically.
  • Import data from excel files (ideal to import files from call center / telemarketers).
  • Search by Vendors and many other Filters.
  • Interacts with the Invoice System to determine profitable campaigns.
  • Select invoices that belonging to a campaign with one click.

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Social Media And Form Submitter

  • Manage unlimited sets of data to submit to Internet Forms.
  • It can be used to submit data to article places and similar places for SEO purposes.
  • It can post data to PayPal forms and similar places.
  • It can merge data from contacts and from 22 extra fields.

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Survey System

  • Ability to create unlimited surveys.
  • Post surveys to your own website with one click.
  • Make unlimited changes with ease.
  • Download and analyze survey's data from your website.
  • Use text questions, radio buttons and checkboxes in your surveys.
  • Create survey links to send by email to contacts and leads.
  • Specify what minimum data must be provided by user (name, phone, email ).

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Telemarketing & Business Script Manager

  • Manage unlimited scripts.
  • Use this area as a repository of all your Telemarketing and Business scripts.
  • Powerful search system.

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Tracking Of Marketing Campaigns

  • Manage unlimited campaigns.
  • Interact with unlimited websites to download data and analyze it (php websites only).
  • Evaluate Entries (leads) and Exits (purpose achieved).
  • Calculate cost per leads or purpose.
  • Filter data and see data individual clicks.
  • Powerful search system.

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Contact Database

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Template Manager

  • Manage unlimited templates (letters).
  • Merge data automatically in letters from Contacts, Agents, User Defined Fields and many other fields.
  • E-mail, Print, Fax (eFax.com Fax.com RingFax.com) to groups of contacts.
  • Interacts with several e-signature services (DocuSign, EchoSign, etc.)
  • Integrated Spinner System to create unique letters every time.
  • Create unlimited categories and unlimited letters inside each category.
  • Encrypt / Decrypt templates for private use.
  • Use 10 shortcuts to select or email pre-selected templates.
  • Change text to HTML with one click.
  • Edit HTML templates (letters).
  • Interact with you website to upload / download pages to do minor changes or for SEO purposes or even as a repository of your webpages.
  • Check the Spam level of your templates (possible emails).
  • Scannable forms system allows you to merge data into any form by scanning the form and merging or type data into it.
  • Select contacts that receive a particular template.

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Twitter Scheduler

  • Control unlimited Tweets accounts.
  • Maintain an unlimited number of preset Tweets.
  • Tweet directly from the system.
  • Schedule Tweets to be sent in the future or recurrently.
  • Powerful search system.

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Website Prospecting Analyzer

  • Manage unlimited number of website to analyze.
  • Extract website names from the Internet based on a keyword.
  • Import websites from lists.
  • Create Contacts based on websites selected.
  • Select Contacts based on website selected.
  • Use this area to find prospects and for SEO purposes.

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Youtube Video Manager

  • Manage unlimited videos to control your YouTube videos and as a repository place for them.
  • Interact with your YouTube account.
  • Change video data in YouTube with ease for consistency and SEO purposes.
  • Link videos records to contacts to give SEO services to other people.

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Agent Job Scheduler

  • Control unlimited jobs for unlimited agents.
  • Create recurrent jobs.
  • Control Job by Category.
  • Print Worksheet for one or many agents with one click.
  • Link Agent Jobs to Contacts (the best way to interact with Clients and Leads is using the Task Manager though).
  • Sent email merged templates to contacts directly from the this area (for example to advise that a particular Job has been completed).
  • Print Job sheets.

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Personal Agenda & Payment Manager

  • Control unlimited personal tasks.
  • Assign personal tasks for other agents and send them to their smartphones.
  • Make tasks recurrent.
  • Receive reminders in your smartphone with Agenda Tasks are due.
  • Two types of reminders: alarm reminder and actual date/time reminder.
  • Use it for all your personal tasks and payment reminders like Mortgage Payments, Credit Card Payments, meetings, etc.
  • Link personal tasks to contacts (very useful when you need data from a contact to fulfill the task).
  • Create shrotcuts to assign tasks linked to contacts with initial consistent data.

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Domain Manager

  • Control unlimited domains for you and your clients.
  • Select domains that belong to a client with one click.
  • Check if all your domains are running with one click.
  • Import expiration dates.
  • Search for soon to be expired domains.
  • Many fields to control every aspect of domains, passwords, DNS, SQL, Emails, Wordpress data, FTP coordinates and much more.
  • Submit domains to Google with one click.
  • Check the domain WHOIS, Alexa, etc with one click.
  • Select Domains based on a Clipboard list (this is useful when you renew domains for example and want to select all those domains with one click and many other cases.)
  • User Defined Fields and more.

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Web Store & Catalog Creator

  • Create unlimited products with up to seven images each and one video and upload them to your own domain creating a web store / catalog with one click. (see sample HERE.)
  • Use PayPal as a way to charge your clients on those products or simply create a catalog.
  • Make changes to hundreds of products with one click and upload a new web store in seconds.
  • Maintain up to five independent web stores or catalogs.
  • Manage Hot Deals with ease and much more.

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Website Upload Manager

  • Manage unlimited websites and unlimited pages for each websites.
  • Use it as a repository of your website webpages and to upload and download webpages.
  • Edit your webpages .
  • Make multiple changes across unlimited pages with one click.
  • Insert Titles, Keywords and Descriptions at random from pre-selected ones.
  • Calculate Keyword density per page.
  • Ping pages.
  • Substitute unlimited Code Symbols with you own code data (Javascripts, Style Data, specific content, etc. )

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F.A.Q. & Trouble Ticket System

  • Manage unlimited canned answers for consistent responses by your customer support team.
  • Visualize in the F.A.Q. area all emails from current contact to assess better the issue and respond more appropriately.
  • Manage unlimited categories and then unlimited Questions & Answers inside each category.
  • Email answers to contacts from F.A.Q.
  • Merge symbols from Contacts and Agents to be merged at time of sending the email answers.

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Image Manager

  • Manage unlimited images.
  • Group images for ease searching (like having a repository of all images in your website).
  • Export from field to PNG.
  • Import pictures from URL to image field.
  • Import one or a complete folder with one click.
  • Display a catalog view.
  • Show images in a slide show.
  • Show info about the images automatically.
  • Superimpose text to images.

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Knowledge Database (Private Library)

  • Use this area as your Private Library.
  • Manage unlimited categories and then unlimited topics inside each category.
  • Find articles on the Internet and save the content and link to have them handy.
  • Powerful search system.
  • Open links and run hard drive file with one click.
  • Optionally, save HTML code so you can view the content exactly as intended.

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List Manager

  • Manage unlimited lists.
  • Unlimited group list to be found the with one click.
  • Powerful search system.
  • Copy list to Windows Clipboard or export it to the Contact database.
  • Find / Delete Duplicates.
  • Seven Checkbox groups to select, omit and expand on on the fly static groups.

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Goal Manager

  • Special area to control your goals in life.
  • Manage unlimited goals.
  • Set goal and achivement dates.

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Password & License Manager

  • Manage unlimited passwords.
  • Encrypt / Decrypt passwords.
  • Link passwords to contacts to provide services to your clients.
  • Manage links to website or open related files.
  • Copy username and password to Windows Clipboard with one click for easy entry.
  • Group passwords.
  • Link to contacts to give services to your clients or to find more information about the vendor.

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Parsing Extraction System

  • Receive unlimited forms from unlimited websites on the Internet, parse them to extract their data and create contacts filling the fields all automatically.
  • Extract data from lists found on the Internet or other type of lists creating contacts and populating fields automatically.
  • Assign many defaults automatically so contacts can be assign to specific groups and other fields.

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Project Checklist Manager

  • Special area to control the steps of unlimited projects and unlimited topics inside each project.
  • Link projects to your clients to control services.
  • Control the order of topics.
  • Manage completion dates.
  • Print projects.
  • Marketing project are specially suitable to this area.
  • Powerful search system.

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Gig Manager

  • Special area to control unlimited Gig;s like Fiverr, etc..
  • Link Gigs to your clients to control services.
  • Control the order of gigs.
  • Manage completion dates.
  • Print Gig projects.
  • Powerful search system.

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Purchase Manager

  • Control all your purchases, specially online ones.
  • Know, with one click, which ones are pending.
  • Maintain a repository of all your purchases to find vendors in the future with ease (price, quantities, vendors, etc).
  • Group purchases by type.
  • Powerful search system.

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Blueprints, Strategies & Procedures

  • Control unlimited procedures.
  • Create unlimited categories and then unlimited topics inside each category.
  • Ideal to inform your employees of the correct procedure to follow in most cases.
  • Promote consistency among your employees.
  • A dream come true when hiring new employees.
  • Powerful search system.

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Subscription Manager

  • Manage unlimited subscriptions.
  • Know at a glance which ones are active.
  • Check expiration dates for way of payments.
  • Set periods, starting, ending dates, amounts, etc.
  • Link to contacts to give services to your clients or to find more information about the vendor.
  • Powerful search system.

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Virtual Desktop Manager

  • Consider this area like an extension of your Windows Desktop on steroids.
  • Control unlimited links to files or links to the Internet.
  • Set Titles, Descriptions and Pictures to identify them.
  • Set related files to the main one.
  • Set unlimited groups and categories for ease finding (like graphics, PDF, Microsoft, etc).
  • Set shortcuts to retrieve groups even faster.
  • Powerful search system.

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Virtual File Cabinet

  • Control almost everything that you would put in a real file cabinet for a paperless office.
  • Images, URL, link to files are just an example of items that can be managed here.
  • Display list.
  • Display groups of images as a catalog.

CRM Software Main Screen

Website Code Samples

  • Consider this area as a repository to all your website codes and similar kind of codes.
  • Group codes for easy finding.
  • Sometimes web codes can be displayed in the integrated browser.
  • Powerful search system.

CRM Software Main Screen

Reports & Labels

  • Print or create PDF reports to be sent by email.
  • Many label formats compatible with Avery labels and compatible formats.
  • Save label pages by selecting starting point.
  • Print Business Cards.
  • Print envelopes.
  • Print preset reports or use a User Select Fields report and select the fields you want to report.
  • Some special reports to print tasks for one or multiple agents as well as Metric Analyzer report.

CRM Software Main Screen

CRM Business Ultimate is an all-inclusive Windows-based CRM Contact Management Software with integrated Marketing, Telemarketing, Prospecting, SEO, Invoicing, Emailing, E-Commerce and Financial Charging capabilities all under one roof.


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LiveZilla Live Chat Software

Industries Served

  • Accountants
  • Advertising - Agencies & Counselors
  • Associations
  • Attorneys
  • Business Management Consultants
  • Business Services
  • Call Centers
  • Churches
  • Clubs
  • Computer Consultants
  • Consultants in all areas
  • Credit Unions
  • Customs Brokers
  • Employment Agencies
  • Financial Advisory Services
  • General Contractors
  • Importers / Exporter
  • Information System Consultants
  • Insurance Consultants & Advisors
  • Internet Service Providers
  • Labor Organizations
  • Legal Services
  • List Providers (database providers)
  • Loan Companies
  • MLM Companies
  • Mortgage Brokers
  • Personal Services
  • Real Estate Agents /Consultants
  • Religious Organizations
  • Service Companies
  • Staffing Companies
  • Tax Consultants
  • Travel Agencies & Bureaus
  • Telemarketing Services
  • Wholesale Trade
  • Website Consultants
  • Any other business where you interact with clients and leads

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