Navigate with Clarity
Executive consulting, intelligent automation, applied AI, and accessible SaaS — built in America for teams that move with purpose.
Integrated Solutions
Four core disciplines working in harmony to accelerate your business forward.
Proven results and long-term partnership.
We deliver measurable outcomes and build lasting relationships grounded in trust, transparency, and shared success.
How we help you move forward.
At Ultimum, every engagement starts with orientation. We sit with your leadership team, map the systems and people that actually run your business, and separate noise from signal. From there we design a clear roadmap that blends strategy, automation, AI, and the right tools so your team can execute with confidence instead of chasing shiny objects.
Strategic Orientation
Align leadership, priorities, and performance metrics around where you're actually trying to go.
Operational Clarity
Map workflows, hand-offs, and constraints so we can remove friction instead of adding more tools.
Technical Leverage
Apply automation, AI, and our SaaS stack where it moves the needle, not just where it's trendy.
Sustainable Change
Build playbooks, dashboards, and habits so the gains stick long after the first project.
Three Ways to Work With Ultimum
Whether you're adopting our software, extending your systems, or seeking executive partnership, we offer clear paths that meet you based on where you are and what you actually need.
Software User
Your system, elevated.
$249/mo
Our premium, professionally-managed version of HighLevel — a trusted, American platform we openly build on, extend, and support. You get a clean, modern CRM with automation, sales workflows, calendars, texting, and tracking, without the confusion or agency bloat.
Need an insurance-native CRM? Upgrade to PolicyPerfect (+$100/mo) for AMS sync, custom renewal workflows, and insurance automations.
Explore our CRMs: SalesStudio • PolicyPerfect
Client Status
Operators in your corner.
$750/mo (3-month minimum)
Your lightweight executive access tier — perfect for founders and operators who need strategic clarity, technical guidance, and on-demand decision support without a full consulting engagement. Includes a 30-min strategy session each month, priority Slack/email access, and the ability to tag Ultimum in for CRM, Dev, workflow, AI, or integration needs.
- •20% discount on all Dev, AI, CRM, and workflow project work.
- •Strategize → Prioritize → Perform: rapid operator deployment when needed.
- •"Eyes-on" your environment — we quietly surface issues or opportunities.
- •You get a team in your back pocket to avoid expensive mistakes and execute faster.
- •Jump-off points into the full Ultimum stack: Consulting, Dev, AI.
Ultimum Experience™
Limited capacity. Unlimited possibilities.
Our dedicated executive partnership tier. You get long-term orientation, strategic clarity, fractional leadership, and integrated Dev + AI execution from senior operators. Designed for teams making big moves — expansion, transformation, modernization, or deep competitive repositioning.
Have a venture or partnership opportunity? Explore our Partner Program →
Ready to move with purpose?
At Ultimum, every engagement starts with a clear orientation – your goals, your constraints, and your reality. From there, we architect the right mix of consulting, Dev, AI, and SaaS so you get leverage, not bloat.
Start with a focused strategy conversation and leave with a concrete next step, even if we're not the right partner long-term.