It keeps the record current while you sell.
In the background, ultragent refreshes scores, watches for risk, logs activity, creates tasks and keeps contacts and links current — on your own credits, within a daily cap you control. Anything that would reach a customer waits for you.
Use sample data or connect your CRM — no credit card required.
How it works
The admin, kept up without your input.
Watches the background
Refreshes scores, tracks risk, and keeps contacts current as your pipeline moves.
Keeps the CRM current
Logs activity, creates tasks, and updates records and links — internal changes only.
Holds anything customer-facing
Emails, invites and messages to customers never send on their own. They wait for your approval.
Why it matters
Upkeep you can actually trust.
Scores stay fresh
Deal and contact scores refresh in the background as new activity lands.
Risk watched continuously
Stalls and slipping deals get flagged when the signal shows up.
Tasks created for you
Follow-ups and next steps appear as tasks so nothing waits on memory.
A daily credit cap
Background work runs on your credits, up to a daily cap you can change or switch off.
Activity logged for you
Emails and meetings land on the record's timeline as they happen.
Customer emails held
Nothing to a customer goes out on its own — you approve, then it goes.
I stopped opening Monday to a backlog of admin. The internal work was already done, logged, and easy to undo — and nothing went out to a customer without me.
Let the record keep itself current.
No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.