Ultim8e-Relate CRM Features

Contact Management

A centralized database to store all customer information, including contact information, lead source, interaction history, and more.

Lead Management

A system to capture, qualify, and nurture leads effectively and efficiently.

Sales Forecasting

A tool that helps sales reps predict future revenue based on past sales trends and performance.

Sales Automation

Automation of repetitive sales tasks such as email follow-ups, appointment scheduling, and opportunity tracking.

Reporting and Analytics

A comprehensive reporting system that provides actionable insights into sales performance and customer behavior.

Mobile Accessibility

The ability to access and update customer information on the go using a mobile device.


A platform for sales teams to work together, share information, and coordinate activities.


The ability to customize the CRM to fit the unique needs and processes of the business.


Integration with other tools such as email, calendar, and marketing automation software.

User-friendly interface

An easy-to-use interface that requires minimal training and is intuitive to navigate.

Lead scoring and prioritization

The ability to assign scores to leads based on their engagement and likelihood of conversion, allowing sales teams to focus on the most promising opportunities.

Marketing automation

Tools to automate repetitive marketing tasks, such as email campaigns, to help save time and increase efficiency.

Integration with other tools

With API you can Integrate with other software tools used by sales and marketing teams, such as email clients, project management software, and customer relationship management (CRM) systems.

Advanced analytics

Advanced analytics capabilities to track and analyze sales performance, identify trends, and make data-driven decisions.


Eliminate the need for manual entry of contacts and deals by embedding web forms on your website. Allow prospective customers to easily connect with you as they visit your site. Create an endless number of lead web forms and either integrate them directly onto your website or share the links. Upon completion, the forms will automatically generate deals in your RelateCRM dashboard.

List of Ways Someone can Increase Productivity using RelateCRM:

Centralized customer data

Store all customer information in one place, making it easier to manage and access when needed.

Automated tasks

Automate repetitive tasks such as sending follow-up emails, making calls, and updating customer records.

Lead and Opportunity Management

Keep track of leads and opportunities, and monitor the progress of each stage of the sales process.


Collaborate with team members to ensure everyone has access to the same customer data and can work together efficiently.

Data insights

Gain valuable insights into customer behavior and sales performance to make informed decisions.

Mobile access

Access customer information and perform tasks on-the-go using the RelateCRM mobile app.


Connect with other tools and applications to streamline workflows and improve productivity.

Personalized communication

Personalize communication with customers based on their interactions with the company.

Customizable dashboards

Create custom dashboards to see the information most important to you in real-time.

Reporting and Analytics

Get real-time reports and analytics to measure the success of sales and marketing efforts and make data-driven decisions.

What Our Users Say

" Ultim8e RelateCRM has revolutionized the way we manage our sales process. The software is user-friendly and has helped us streamline our pipeline, allowing us to close deals faster "

Elizabeth Martinez

" Ultim8e RelateCRM has made a big difference in the efficiency of our sales team. With its easy-to-use interface and robust features, we can now manage our leads and opportunities in real-time "

David Gracia

" We were using a basic CRM before switching to Ultim8e RelateCRM and the difference is like night and day. The software has a comprehensive set of features that have helped us improve our sales performance dramatically. "

Sarah Smith

" Ultim8e RelateCRM has helped us organize our sales pipeline and has made it easier for us to track the progress of each opportunity. The software is intuitive and has a clean interface, making it simple for our team to use. "

Michael Lee

" As a small business owner, I was looking for a CRM solution that was affordable and had all the features I needed to manage my sales process. Ultim8e RelateCRM has exceeded my expectations and I couldn't be happier with the results "

Samantha Brown

Experience the Ultim8e Difference

Reach out to us so that we can provide our assistance and support. Ultimate is here for you and your business now!