Ultimate CRM is now available on Mac!
Runs natively inside Microsoft Excel for Mac. No workarounds. No browser version. No Windows required.
You Know Every Detail About Your Clients. It's Scattered Across 6 Tools — and It's Costing You Deals
- Built by a 6× Microsoft MVP
- Rated 5 stars by verified buyer
- 100% local — your data stays yours
- Now available on Mac
You're losing time — and deals — to scattered tools
Contacts in one place, emails in another
You spend the first 5 minutes of every client call piecing together context from three different apps.
Paying $50–$200/month for features you don't use
HubSpot and Salesforce are built for enterprise teams. You're paying for their marketing budget, not your workflow.
Rebuilding the same spreadsheet, again
HubSpot and Salesforce are built for enterprise teams. You're paying for their marketing budget, not your workflow.
Follow-ups slipping through the cracks
You find the sticky note three weeks later. The deal you almost closed has gone cold. Again.
If You Manage Clients, This Was Built for You
Freelancers & Consultants
You run everything yourself. You need client history, follow-up tracking, and email management without paying SaaS prices for a team of 50.
- Track every client interaction
- Send emails directly from the CRM
- Know exactly who needs a follow-up
Operations Managers
You're responsible for making systems work. You need something structured, automatable, and maintainable — not another platform to babysit.
- Centralize team client data
- Automate repetitive data entry
- Full audit trail of every interaction
Developers & Power Users
You appreciate a well-built system. Ultimate CRM's VBA engine is fully functional and customizable — you can extend it or lock it down exactly as needed.
- Full VBA automation built-in
- Sheet password for deep customization
- Custom fields and admin panel
Small Business Owners
You need a real CRM that your team can actually use — without a 3-month onboarding or a $200/month invoice for the privilege.
- Unlimited records, zero usage fees
- Works in Excel your team already knows
- Own your data, no vendor lock-in
Up and running in under 10 minutes
1
Purchase & Download
Choose your plan, complete checkout, and download your CRM file instantly. No waiting, no approval queue.
2
Open & Enable
Double-click the file and enable macros once when prompted. The entire system activates instantly — ribbon, dashboards, and automation, all ready to go.
3
Import & Start Working
Bulk import your existing contacts in minutes, customize your fields, and start tracking clients the same day. Your data, your system, immediately.
Everything in one place. Nothing left to figure out.
Instead of jumping between tools, you stay focused in one environment where everything makes sense.
Stop entering contacts one by one.
Bring your entire contact list into your CRM in minutes instead of spending hours entering everything manually. If your data already exists in spreadsheets or other files, you can move it all in at once and have it properly organized from the start. That means no more splitting your time between systems or delaying setup — everything is in one place, ready to search, track, and work with immediately.
Never Miss What Needs Attention
Navigate your entire CRM through a dedicated Excel ribbon built for speed and clarity. Every major action—customers, emails, documents, appointments, reports—is one click away, so you stop digging through sheets and menus and stay focused on client work.
Always Know the Full Client Story
See every email, meeting, note, document, and interaction in one place. You never reach out blind or waste time piecing together context from different tools.
Communicate Faster Without Sounding Repetitive
Send professional, pre-formatted emails directly from the CRM or trigger them automatically when customers, contacts, or appointments are added. Communication stays consistent, timely, and always tied to the right client without repetitive manual work.
Find Any File in Seconds
Keep contracts, proposals, and references attached directly to client records with visual previews. You instantly recognize the right document without digging through folders or opening the wrong file.
Stay on Top of Appointments and Follow-Ups
Manage schedules, commitments, and follow-ups in the same place as your client data. Nothing slips through the cracks, and you don’t need to juggle multiple apps to stay organized.
Adapt the System to How You Actually Work
Adjust layouts, interaction types, and data fields to match your workflow—without breaking the structure of the system or creating long-term maintenance headaches.
Grow Without Paying More Every Month
Add unlimited customers, contacts, emails, documents, and appointments with no subscriptions or usage limits. Your system grows with your business—without recurring fees or forced upgrades.
Work Faster in a Familiar Environment
Use a CRM that runs in an environment many teams already know, reducing learning curves and friction. You move faster without sacrificing structure, reliability, or professionalism.
If you decide later to hide “Excel” publicly, this can easily be reframed as “Runs in a familiar desktop environment.”
See Priorities at a Glance
Color-coded interaction tracking and support for multiple contacts per business make it easy to see priorities and reach the right person at a glance. You always know what needs attention next without mental overload.
Get Unstuck Instantly
Get 24/7 GPT-powered assistance directly inside the application to troubleshoot issues, ask questions, or optimize your workflow as you work. You keep moving forward instead of searching for answers or waiting on support.
Ready to centralize your entire business?
- Simple Setup
- Mac & Windows
- Instant download
What customers say
Finally built for Mac.
No workarounds. No compromises.
- Windows only tools
- Browser workarounds
- Installing Windows on MacBook
- Broken formatting and missing features
- Built natively for Mac
- Runs inside Excel for Mac
- Full feature parity with Windows
- macOS 11 Big Sur & above
- Also works on Windows
- No setup needed
You don't need enterprise pricing for professional results
| Feature | Generic Spreadsheets | Expensive SaaS (HubSpot/Salesforce) | The Ultimate CRM |
|---|---|---|---|
| Ongoing Monthly Fees | None | $50-$200+/mo | None |
| Automation & VBA | ❌ None | ✅ Complex/Restricted | ✅ Full Automation |
| Professional Interface | ❌ Clunky Tabs | ✅ Modern | ✅ Custom Ribbon UI |
| Data Privacy | ✅ High | ❌ Stored on their servers | ✅ 100% Private (Local) |
| Learning Curve | ❌ High (Manual setup) | ❌ Steep (Requires training) | ✅ Plug & Play |
| Ownership | ✅ Yes | ❌ No (Stop paying, lose data) | ✅ Lifetime Ownership |
- Standard Plan (one-time payment) has no recurring fees — pay once, own it forever. Pro Access (yearly plan) is also available with annual updates and priority support. Both options are available at checkout.
Randy Austin, Microsoft MVP | The Global Authority in High-Performance Excel Applications
- 7× Microsoft MVP
- 30+ Years Excel Development Experience
- YouTube Educator
- Global Authority
Built by someone who actually uses Excel for real work.
Randy Austin has spent 30 years building real-world Excel solutions for professionals around the world. He’s not a course marketer who dabbles in spreadsheets — he’s a working builder and seven-time Microsoft MVP recognized globally for his Excel expertise.
Ultimate CRM is not a weekend project or a simplified teaching template. It’s a production-ready application Randy built to solve real client management problems, then refined based on thousands of hours of user feedback.
When you buy Ultimate CRM, you’re getting a system that a recognized Excel authority trusts enough to put his name on.
Your 24/7 Personal CRM Expert, Built-In
Learn The App
New to the CRM? Ask the GPT for a guided tour of any module instantly.
Optimize Workflows
Get expert advice on setting up your sales pipeline for maximum efficiency.
Quick Solutions
Need a fast answer at 2 AM? Our AI doesn't sleep-get replies in seconds.
Pay once, or pay annually — your choice
FREE PLAN
START FOR FREE
$0.00
- Mac & Windows compatible NEW
- Max 10 Customers
- Max 10 Appointments
- 24/7 AI-Powered Assistance
- 1 User License
- Import Customers Feature
- Messaging, Files & Scheduling
- Priority Email Support
- Sheet Password For Deeper Customization
- Access To Latest Version Anytime
- Unlimited Records & Usage
Standard Plan
One -TIme Purchase
$83.00
- Mac & Windows compatible NEW
- Full Ultimate CRM Application (Ready to Use)
- 1 User License
- All Client Data in One Place
- Unlimited Records & Usage
- Messaging, Files & Scheduling Included
- 24/7 AI-Powered Assistance
- One-Time Payment, No Monthly Fees
- Priority Email Support
- sheet Password For Deeper Customization
- Access to Latest Version Anytime
PRO ACCESS
Annual pLAN
$117.00
- Mac & Windows compatible NEW
- Full Ultimate CRM Application (Ready to Use)
- Includes a one-time $50 sign-up fee
- Future renewals are only $67/year
- 1 User License
- All Client Data in One Place
- Unlimited Records & Usage
- Messaging, Files & Scheduling Included
- 24/7 AI-Powered Assistance
- Priority Email Support
- Sheet Password For Deeper Customization
- Access to Latest Version Anytime
- Cancel anytime — Non-refundable billing periods.
FAQ's (Frequently Asked Questions)
Does This Work On Mac?
Why is the first-year price $117?
The first-year price includes a one-time $50 sign-up fee plus your first year of Ultimate CRM access ($67), for a total of $117.
Do I pay the $50 sign-up fee every year?
No. The $50 sign-up fee is charged only once when you first purchase Ultimate CRM.
After your first year, your subscription renews at $67 per year with no additional sign-up fee.
Is the Ultimate CRM locked, and can I customize it?
The workbook, sheets, and VBA code are locked to ensure the stability, security, and proper functionality of the application. However, customization access (sheet password) is available with the Pro Access plan. We can provide the sheet password upon request after purchase.
This allows you to modify the layout or structure while keeping the core application protected.
How does Ultimate CRM differ from the YouTube template download?
The free CRM template we share on YouTube is provided purely for learning and experimentation. It is intentionally simplified and unpolished. It may contain bugs or incomplete logic, has not been fully tested, includes only a small subset of features, and comes with no guarantee of reliability. It does not include support, security protections, or safeguards for real-world data, and it is not designed for long-term or production use.
Ultimate CRM, on the other hand, is the finished, production-ready version. It is fully tested, structured, and locked as a complete Excel application. All workflows are already connected, the logic is finalized, data handling is protected, and security measures are in place. It includes full feature coverage and a stable foundation designed for real client work—so you can start using it immediately instead of building, fixing, or maintaining it yourself.
Is this a one-time purchase?
Ultimate CRM is available in two options. You can choose the Standard Plan one-time purchase, which includes lifetime access with no recurring fees or subscriptions, or Pro Access, which is a yearly subscription that renews annually and includes ongoing updates, premium features and additional benefits. Simply select the option that best fits your needs.
Do I need advanced Excel skills?
No. Ultimate CRM is intuitive and easy to use, even for beginners.
Can I customize the CRM?
Yes. The Admin tab allows full customization of settings, layouts, and behaviors to fit your workflow.
Is there a limit on customers or appointments?
No. Ultimate CRM allows unlimited customers, emails, documents, and appointments.
Will this work with my Excel setup?
Yes. Ultimate CRM integrates seamlessly into standard Excel environments
What versions of Mac, Windows and Excel are supported?
This application works on all versions of Mac, Windows and any desktop version of Excel from 2007 onward.
Stop switching between tools.
Start running your business from one place.
- Mac & Windows
- Set up in under 10 minutes
- Your data stays local
