Productive in minutes, not weeks.
A short guided setup connects your email and calendar and imports your CRM, then fills in your contacts and accounts from your inbox. 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
Import from HubSpot during setup, or Salesforce from Settings, and your contacts and deals come across.
Why it matters
Set up once, no migration project.
A short guided setup
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
Contacts and accounts fill in from your inbox and calendar, so the records are ready to work.
Productive the same day
Within the hour of finishing setup 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.