• Home
    • Explore
      arrow_drop_down
      • Software
      • Services
    • Support
    Sign in or Register

    UGRU

    #1 CRM Cloud Based Financial Practice Management Suite.

    • Website
    • Product Details
    • Product Gallery
    • Videos
    • prev
    • next
    • Website
    • Bookmark
    • Direct message
    • Call now
    • Share
    • Claim listing
    • Report
    • prev
    • next
    Product Description

    UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management. Marketing automation includes mass email (up to 25,000 emails per day), drip campaigns, with campaign analytics (open rates, click through rates, bounce rates), and workflow automation with automatic follow-ups and client reminders.

    Key Features
    • CRM
    • CRM, Data Science, SaaS
    • CRM, Sales, Marketing
    Additional Features
    • Asset Management
    • Calendar/Reminder System
    • Document Storage
    • Email Marketing
    • Expense Tracking
    • Household Tracking
    • Internal Chat Integration
    • Lead Management
    • Lead Qualification
    • Marketing Automation
    • Relationship Tracking
    • Segmentation
    • Social Media Integration
    • Task Management
    • Team Assignments
    Social Networks
    • Facebook
    • Twitter
    • LinkedIn
    • YouTube
    Product Category
    • CRM
    Video
    Product Details
    • Pricing
      CRM PLUS: $59 /Month PERFORMANCE: $139 /Month PROFESSIONAL: $179 /Month ADVISOR PRO: $324 /Month
    • Markets
      United States
    Company Contact
    • Phone Number
      800.894.3064
    Videos

    UGRU Financial

    UGRU is the #1 CRM Financial Practice Management Suite. It includes a full featured, integrated financial CRM, with sales force and marketing automation, bookkeeping, operations—and the BEST financial planning.

    UGRU was founded in 2011 by top financial advisors disappointed with existing CRMs that were non-integrated, lacked proper workflows (using best practices) , document management and had no financial or planning capabilities—so they created UGRU.
    The team has over 60 years of combined financial planning experience--including 30 years running independent financial practices.

    Visit us at https://ugru.com/ for more information.

    UGRU Financial
    You don't need a financial advisor to create your own financial plan! 

Retirement Destinations™ financial planning software, provides goal based planning, needs analysis, cash flow planning, estate planning, advanced planning, investment planning, and retirement income planning. 

You can also model existing holistic financial pictures and test multiple scenarios using unlimited plan iterations. It's easy, we will show you how to do it on your own like a professional!
    Create better financial plans than your financial advisor!
    Global Profile
    Dashboard
    Ugru Customer Relationship Management (CRM) for Financial Advisors is the Financial Technology (Fin-Tech) industry's most affordable suite of integrated, cloud-based business intelligence software that streamlines and automates a new or existing financial advisory firm's compliance, marketing, sales, call center, accounting, and financial planning processes. 

Learn more at https://ugru.com
    Calendar Feature of Ugru's CRM Tool for Financial Advisors
    Ugru Customer Relationship Management (CRM) for Financial Advisors is the Financial Technology (Fin-Tech) industry's most affordable suite of integrated, cloud-based business intelligence software that streamlines and automates a new or existing financial advisory firm's compliance, marketing, sales, call center, accounting, and financial planning processes. 

Learn more at https://ugru.com
    Managing Client Files with Ugru's CRM Suite for Financial Advisors
    Create high quality professional and holistic financial plans in half the time with the best in class financial planning software. Retirement Destinations™ financial planning software has all the features seen in the most popular financial planning applications, plus some found nowhere else. Start Now!

Check it out!

https://ugrucoaching.com/best-financial-planning-software-retirement-destinations/
    The best financial planning software: Retirement Destinations™
    Destination Trax® is a proprietary investment strategy that incorporates a fixed indexed annuity and an aggressive securities account. Provides a historically proven competitive return with a fraction of the risk and cost to the client.

UGRU CRM is the #1 Financial Practice Management Suite. 

It is Full Featured, Integrated Financial CRM for Financial Advisors with Sales Force Automation, Marketing Automation, Accounting and Operations and The BEST Financial Planning.

Get your Free Trial today! 
www.ugru.com
    Destination Trax® offered through UGRU
    Learn how to create a a billing statement in your CRM with this simple CRM tutorial.

UGRU is the #1 CRM Financial Practice Management Suite. It includes a full featured, integrated financial CRM, with sales force and marketing automation, bookkeeping, operations—and the BEST financial planning.

To learn more about the features and benefits of UGRU CRM for Financial Advisors visit our webiste at https://ugru.com/
    Statement Builder - UGRU Financial CRM - tutorial for Financial Advisors
    Learn how to use the action sequence builder
    Action Sequence Builder Tutorial - UGRU Financial CRM -
    Load More... Subscribe

    You May Also Be Interested In

    Microsoft Dynamics

    • Buying is a journey—empower your sellers to lead the way

    FreshSales

    • Your sales force needs a better CRM

    SalesForce

    • Connect to your customers in a whole new way with the world’s #1 CRM platform.

    HubSpot

    • Powerful sales CRM software to help teams close more deals
    • Build Email Templates, and Send Emails to any Salesforce Objects, Technical Communication Software, Documentation Software, Content Development, Call tracking, Contact Management, CustomerDataPlatform

    Zoho CRM

    • Build everlasting customer relationships with the world’s favorite CRM
    • Sales Automation, Sales Management, Marketing Automation, E-commerce email marketing, CRM, Analytics, and Marketing Platform, Analysis System

    Pipedrive

    • Designed to keep you selling
    • CRM, Data Science, SaaS, CRM, Sales, Marketing, Customer and Business Intelligence, customer engagement, Customer Experience

    Cart

      • Facebook
      • Twitter
      • WhatsApp
      • Telegram
      • Pinterest
      • LinkedIn
      • Tumblr
      • VKontakte
      • Mail
      • Copy link