1. Windows
2. Business Software
3. CRM Software
4. Universal Client CRM Download

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

Universal Client CRM Screenshots

Universal Client CRM Editor's review

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.

Similar Suggested Software

Iberical Vett

Organize records of clients, suppliers, employees, and products for a veterinarian institution.

EzGasStation

Manage all your gas station back-office operations.

KatanaMRP

Manage production tasks from an interactive dashboard.

Sales Pipeline Management Lite

Manage and track your company sales in MS Excel.

Pipeliner CRM

     

Plan and manage your sales process.

Health and Safety Manager Lite Edition

     

Record risk assessments, accident reports, first aid treatment records, and action plans.