UGRU

#1 CRM Cloud Based Financial Practice Management Suite.

Website

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

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

Product Category

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.

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

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