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.
The full featured accounting includes invoicing and a financial dashboard. A collaborative, employee centric Operations Library is included, along with the Best financial planning—including Decision Center Calculators such as Roth IRA conversion, reverse mortgage, and guaranteed income benefit. Market Dynamics provides lifelike effect of market volatility on asset accounts, along with financial plan summaries and money flow reports in minutes.
• Full Featured, Integrated Financial CRM
• Sales Force Automation
- Contact Management
- Sales Forecast and Pipeline
• Marketing Automation
- Mass Email
25,000 emails per day
150,000 emails per month
- Campaign Analytics
Open %
Click-through %
Bounce Rates
- Drip Campaigns
- Workflow Automation
Automatic follow-ups, client reminders
• Bookkeeping and Operations
- Full Featured Accounting
- Invoicing
- Financial Dashboard
Operations Library
• The BEST Financial Planning
- All Planning Methodologies
- Decision Center Calculators
Roth IRA
Reverse Mortgage
Guaranteed Income Benefit
Market Dynamics
- Financial Plan Summary and Money-Flow Report
Company Details
- Employees
- 3
- Founded
- -
- Address
- 624 Holly Springs Rd. Suite 207, Holly Springs,nc 27540,united States
- Phone
- 888.742.0033
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://ugru.com/
- Keywords
- Fully Integrated CRM, Financial Planing Software, Marketing Automation, Sales Force Automation, Bookkeeping and Operations.
- HQ
- Holly Springs, NC
Ugru Crm Questions
Ugru Crm's helpline number is 888.742.0033
Ugru Crm's website is https://ugru.com/
Ugru Crm's LinkedIn profile is https://www.linkedin.com/company/ugru
Ugru Crm has
3 employees.
View email and phone details for 3
employees at Ugru Crm.
Ugru Crm's industry is
Software Development
Ugru Crm's top competitors are
High Impact Growth, Inc.,
Agent Live 360,
Changeus,
Advisors Assistant,
Syngency,
Fundi Finance Ltd.,
Reactrix,
Budgetpolitan,
Sinecure.ai,
Ugru Financial Coaching.
Ugru Crm's categories are Software Development
Ugru Crm's founding year is 2011
