Contacts, pipeline, calling, texting, fax, funnels, forms, booking, automations, invoicing and AI. Stop duct-taping six subscriptions together.
The exact path a lead takes inside Ultimate CRM — one platform, zero handoffs.
Funnels, forms, booking pages and a website pixel turn strangers into contacts — every lead lands in one database automatically.
Design Studio automations follow up by SMS, email and fax on their own — while the shared inbox keeps every conversation in one thread.
Pipeline, power dialer and one-click Stripe invoices move deals to paid — stages advance themselves from your call outcomes.
Every feature is a module you switch on or off per workspace — each client gets exactly what their plan includes.
Unlimited contacts with tags, custom fields, smart lists, dedupe, bulk actions and a multi-panel contact hub with notes & full history.
Kanban board or spreadsheet view — your choice. Plus a dedicated referral intake tracker with custom statuses.
One-tap dispositions, per-call timers, power-dial mode, daily goals and call analytics.
SMS, email and true fax from one feed — powered by Telnyx 10DLC and Resend.
Drag-together custom forms with 9 field types and a hosted public page. Submissions flow straight into the CRM.
Build landing pages and funnels from templates and publish to a hosted URL — with your own domain on top.
A public booking page your clients share, plus a month calendar of appointments and due tasks.
A visual, drag-and-drop workflow builder. Pick a trigger, then drag blocks — Send SMS, Wait, Add Tag, Move Stage, Start Sequence — into the flow. Multi-step automations that run while you sleep.
Draft → sent → paid tracking with one-click Stripe pay links.
A public shop for everything you sell — services, prepaid packages that count down, memberships that bill monthly, and physical products with SKUs, stock and options. Basket, delivery rates, tax and abandoned-basket recovery included. A four-step wizard and four themes get it live.
Everything a new business has to set up, in the order it has to happen — entity, EIN, bank account, insurance, licences, domain, first customers. Plus the items your trade specifically needs, and eleven that tick themselves by looking at what you have already set up.
Review-request campaigns by SMS/email wired to your Google Business profile link.
A one-line tracking pixel for any site — live visits with city & country geo.
Claude-powered drafting for posts, emails and texts — plus contact-history summaries.
Most of your demand never fills out a form. Intelligence finds the people already searching for what you sell, puts names to your anonymous traffic, and turns either one into a mailbox drop — all inside the same CRM.
The reverse Google search. Instead of hunting for buyers, watch the web and see who's searching for you — stack up to 5 topics, pick B2C or B2B intent, set a lookback window, then filter by location, income, net worth and homeownership. Estimated reach updates live as you build.
Explore Intelligence →One lightweight snippet identifies up to 70% of your anonymous traffic — name, email, phone and company, matched the moment they land. Every visit streams into a live feed so your team follows up while intent is still hot. No forms, no dev sprint.
See how it works →Any audience you build — from a reverse search or the Super Pixel — activates as a physical mail campaign, fully done for you. Data, design, printing, postage and delivery tracking. From audience to mailbox in 5 days, 3-day expedited available.
See pricing →Real screens from the platform — a live dashboard, the power dialer, the visual workflow builder, a shared inbox across every channel, fillable referral forms and a drag-and-drop pipeline.
We'll follow up within one business day.
Ultimate CRM was built for agencies and service businesses that own their stack.
No per-seat pricing, no data hostage-taking, no surprise plan changes. One flat platform serving every workspace you create.
A visual builder, not a settings form. Pick a trigger, then drag blocks — Send SMS, Wait, Add Tag, Move Stage, Start Sequence — into the flow. Multi-step automations that run while you sleep.
The whole journey happens in one place: pixel spots the visitor, form captures them, pipeline tracks them, dialer reaches them, invoice closes them.
Payments, messaging, AI, DNS, analytics, booking, e-sign, storage — drop in a key and it goes live.
Resell Ultimate CRM as your own platform. Every sub-account gets its own login, logo, domain and module set — provisioned in minutes, DNS record included.
Final pricing is being finalized — this is the shape of the offer.
Yes. Build a website, funnel or app project with Geulah Labs and your CRM workspace is included — set up, branded and loaded with the modules your plan needs.
Every module — call tracker, funnels, invoicing, automations, all 22 — is a per-workspace toggle. A data-entry client sees a clean contact database; a sales team sees the full engine.
Through Telnyx with proper 10DLC registration, so your messages actually deliver. Fax is built in for healthcare and legal workflows. Email rides on Resend.
Import vCard, CSV or paste straight in. Everything dedupes by phone and email on the way in, and exports back out anytime — your data is never locked up.
Two-factor authentication, hourly rolling backups, an anti-wipe guard that blocks accidental mass deletions, and self-hosted storage you control.
That's the White-label tier: unlimited sub-accounts under your brand and domain, with automated DNS setup. You choose what to charge.
Launch the app and click through all 22 modules — live right now.
Every one of these is a good product. Here is what is genuinely different about running your CRM on your own server, on one flat licence.
| Ultimate CRM | GoHighLevel | |
|---|---|---|
| What it costs | One flat licence. No per-seat fee, no per-sub-account fee. | $97–$497/mo per account, tiered by feature |
| Unlimited sub-accounts | Yes — on every self-hosted install | Partly — agency plan only |
| Who holds your data | You do. Your server, your database, exportable any time | Their cloud. Export is limited |
| White-label + own domain | Yes — with automated DNS setup | Partly — higher tiers, extra fees |
| Pipelines, funnels, forms, booking | Yes | Yes |
| Calling, SMS, voicemail drop | Yes — Telnyx, you keep the wholesale rate | Yes — resold minutes at a markup |
| Fax blaster | Yes | No |
| Industry modes | 20 presets that set pipeline, services, packages & wording | Partly — snapshots you build or buy |
| Memberships & prepaid packages | Yes — recurring billing built in | Partly — via a separate membership product |
| Direct mail & intent data | Yes — built into Intelligence | No |
| Source code access | Yes — it is your install | No |
| Custom feature built for you | Yes — ask and it ships | No |
| Ultimate CRM | Odoo | |
|---|---|---|
| Built for | Sales & marketing teams — capture, nurture, close | ERP — accounting, inventory, manufacturing |
| What it costs | One flat licence, unlimited users | Per user, per month, plus per-app charges |
| Time to first lead | Minutes. Pick your industry, the CRM configures itself | Weeks — often a paid implementation partner |
| Marketing automation | Yes — funnels, sequences, social, reputation | Partly — separate paid apps |
| Built-in calling & SMS | Yes — dialer, softphone, voicemail drop | Partly — third-party connectors |
| Funnel & website builder | Yes — templates, drag-and-drop, hosted | Yes — Website app, separate charge |
| Accounting & inventory | No — we integrate, we do not replace it | Yes — this is their strength |
| Manufacturing / warehouse | No | Yes |
| Learning curve | Low — one screen per job | High — module-heavy, admin-heavy |
| Self-hosted | Yes | Yes — Community edition |
| Ultimate CRM | HubSpot | |
|---|---|---|
| What it costs | One flat licence | Free tier, then jumps into the hundreds/mo; priced by marketing contacts |
| Cost as your list grows | Flat. 500 or 500,000 contacts, same price | Rises with contact count |
| Per-seat fees | No — add your whole team | Yes |
| Sub-accounts for clients | Yes — unlimited, white-label | Partly — Business Units, top tier only |
| Calling & SMS | Yes — full dialer and voicemail drop | Partly — calling on paid tiers, SMS via add-ons |
| Removing their branding | Yes | Partly — paid tiers only |
| Reporting depth | Partly — strong on the basics, growing | Yes — this is their strength |
| App marketplace size | Partly — 180+ integrations | Yes — much larger |
| Self-hosted / data ownership | Yes | No |
| Ultimate CRM | Salesforce | |
|---|---|---|
| What it costs | One flat licence | Per user, per month, per cloud — and it compounds |
| Setup | Pick an industry, start working | Typically a consultant and a multi-month project |
| Admin needed | No — no certified admin required | Yes — most teams hire one |
| Marketing, calling, funnels included | Yes — all in the one licence | No — separate clouds and licences |
| Enterprise governance & compliance | Partly — 2FA, audit log, backups | Yes — this is their strength |
| Fits a 1–50 person business | Yes | Partly — powerful, but heavy and costly at that size |
| Self-hosted | Yes | No |
| Ultimate CRM | Keap, Kajabi & Kartra | |
|---|---|---|
| What it costs | One flat licence | $100–$400+/mo each — and most people run two of them |
| CRM + funnels + courses together | Yes — one login, one contact record | Partly — usually two tools duct-taped |
| Calling & a real dialer | Yes | No — mostly email and SMS |
| Courses & tutoring | Yes — built in | Yes — Kajabi’s strength |
| Client sub-accounts | Yes — unlimited, white-label | No |
| Contact-count pricing | No — flat | Yes |
| Own your data & code | Yes | No |
| Ultimate CRM | Shopify | |
|---|---|---|
| Services & appointments | Yes — booking, rebook reminders, visit history | Partly — apps, extra monthly cost |
| Prepaid packages | Yes — sessions count down as they are used | No |
| Memberships | Yes — recurring billing, failed-card recovery built in | Partly — via a subscription app |
| Physical products | Yes — basket, SKUs, stock, options | Yes — this is what they are for |
| Digital downloads | Yes — delivered behind a per-order token | Yes — via an app |
| Product options (size, colour) | Yes — own price and stock each | Yes — plus bundles and barcodes |
| Product photos | No — text only today | Yes — galleries, zoom, alt text |
| CSV product import | Yes | Yes |
| Set-up wizard & themes | Yes — 4 themes, 4-step wizard | Yes — thousands of themes |
| Delivery pricing | Partly — flat rates you set, free-over threshold | Yes — live carrier rates |
| Shipping labels & carrier rates | No — tracking links only | Yes |
| Sales tax | Partly — flat rate, or live via TaxJar | Yes — automatic by jurisdiction |
| Discount codes at checkout | No — coupons apply to invoices only | Yes |
| Multi-currency | No — USD today | Yes |
| Refund puts stock back | No — adjust it by hand | Yes |
| Abandoned basket recovery | Yes — captured, valued, chased in a click | Yes — automated sequences |
| POS, warehouses, multi-channel | No | Yes |
| Who the buyer is to you | A contact — every call, text, booking, visit and purchase in one record | An order with an email attached |
| Calling, SMS, voicemail drop | Yes — your own Telnyx rates | No |
| Pipeline, follow-up, sequences | Yes | No |
| Client sub-accounts, white-label | Yes — unlimited, your brand and domain | No |
| What it costs | One flat licence. No cut of your sales | $39–$399+/mo, plus apps, plus 0.5–2% on non-Shopify payments |
| Own your data & code | Yes — self-hosted | No |
Straight answer: if shipping product is your business, use Shopify — the missing product photos settle it on their own. If you sell services, memberships or packages and a shelf of retail alongside them, this does the whole job and keeps the customer as a person rather than an order.
Where a competitor is genuinely stronger, we say so — Odoo for ERP, HubSpot for reporting, Salesforce for enterprise governance. Competitor pricing and features are as publicly published by those vendors and change often; check their sites for current figures. Comparison last reviewed July 2026.