Integrations
UltimateCRM plugs into your email, calendar, phone system, and lead sources so client information flows in automatically — no copy-paste, no missed records.
Available now
Sync Outlook email into each contact's timeline automatically, so every client message is captured for the relationship and the record.
Pull calendar events alongside your contacts so meetings appear in context and your schedule stays in sync with client activity.
Automatically create lead contacts from SmartVestor referrals as they arrive, so new prospects land in your pipeline without manual entry.
Contacts without a photo automatically fall back to their Gravatar image, keeping your client list polished and recognizable.
Passwordless sign-in with Face ID, Touch ID, Windows Hello, and hardware security keys. Passkeys can also satisfy your firm's MFA policy.
A native iPad companion app with secure token-based access, so your whole practice comes with you to client meetings and beyond.
On the roadmap
Read-only ingestion of calls, SMS, MMS, voicemail, and recordings into each contact's record — purpose-built for books-and-records compliance.
Automated scheduling and reminders for client reviews and follow-ups, driven by activity in your households.
We're continually expanding the integration library based on what advisory firms ask for most. Tell us which tools you'd like to see next.
Some integrations connect to services you already subscribe to (for example, Microsoft 365 or RingCentral). Those providers' accounts and fees are separate from UltimateCRM. Availability of specific integrations may vary by plan.
How it fits together
Every connected service feeds the same place — a contact's unified timeline and the household's books-and-records trail.
Email, calendar, and phone activity sync onto the contact automatically.
Referral sources create new prospect contacts the moment they arrive.
It's all retained, organized, and ready whenever you — or an examiner — need it.
Connect your tools and let client data flow into UltimateCRM automatically.