Productive in minutes, not weeks.
A nine-step wizard connects your email, calendar, and CRM, then backfills your contacts and deals automatically while you watch. You start working your pipeline the same day.
Use sample data or connect your CRM — no credit card required.
How it works
Three connections, then it fills itself in.
Connect email
Link your inbox so Ultragent can see the threads behind every account and deal.
Connect calendar
Add your calendar so meetings, prep, and follow-ups line up with the right records.
Import your CRM
Point Ultragent at your CRM and it backfills your contacts and deals while you watch.
Why it matters
Set up once, no migration project.
A nine-step wizard
Each step is one clear decision. You move through connect, import, and confirm without guesswork.
Email connected
Your inbox links in a step, so the threads behind each deal are there from the start.
Calendar connected
Meetings and follow-ups attach to the right accounts the moment your calendar is in.
CRM imported
Point it at your CRM and your accounts come across — no spreadsheets, no manual entry.
Contacts backfilled
Your contacts populate automatically as the import runs, so the records are ready to work.
Productive the same day
By the last step you have a working pipeline, not an empty workspace waiting on data.
I expected a migration project and a week of cleanup. I connected my inbox, calendar, and CRM, and by the time I finished my coffee the deals were already in front of me.
Connect three things. Start the same day.
No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.