CRM-Express Ultimate has a flexible, multiview calendar, a built-in e-mail client, a list of news feeds, and a to-do list. It also has a contact list allowing the user to group contacts into companies etc. The program also includes a full-featured inventory and invoicing client, allowing users to add products and then create quotes, orders, and statements, as well as track payments. A journal feature helps users keep track of phone calls and other events of the day. The Home screen provides links to the program's most frequently used features and At a Glance screen provides an overview of contacts, sales, invoices, payments, and more. The program's built-in Help file is lengthy and well-organized, with plenty of screenshots. New additions to the program is the ability to manage your online sales. It has built-in parsers for Amazon, EBay, Share-it!, Regnow as well as a few other payment processors. If your payment processor is not on the list then you can use the built-in editor to add it. Sales are parsed directly from emails and customers, invoices and products are automatically created. There is also a web-to-lead option witch allows the user to automatically parse new leads into the database. An auto-reply option allows for auto-replies. A list management option allows for management of email lists and sending mail in bulk. Furthermore, there is a built-in bar code printing module, a label printing module, a word processor with the option to mail merge.
What is new in this release:
Version 2017.7.1 is a maintenance release.
What is new in version 2015.7.1:
Maintenance Release - Windows 8 and 10 fixes
What is new in version 2014.11.1:
Maintenance release - updated email and address book.
30-day trial, 30-contact limit