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Six reasons you should consider UGRU CRM for Financial Planners & Advisors

Full featured, Integrated Financial CRM

Sales Force Automation – for contact & account management

Marketing Automation – to get & retain more clients

Accounting & Operations – integrates the entire business

The BEST Financial Planning

Price Performance Leader – MUCH less than the combined apps it

UGRU CRM for Financial Planners & Advisors Beats the Competition.

See how it compares to Salesforce, Redtail, Zoho, Act!, Infusionsoft, MoneyGuidePro and others

Why you should consider UGRU CRM for Financial Advisors?
1. Full Featured, Integrated Financial CRM

UGRU Financial CRM has all the main features you’d expect within popular CRM’s. In addition, it combines sales force automation, marketing automation, accounting and operations with an unrivaled financial planning module—all in one unified interface eliminating dreaded double entry, so you have everything you need to run a world class financial planning business.

2. Sales Automation for Contact & Account Management

UGRU Financial CRM starts with the core contact and follow-up tools to prospect, service, and manage your individual clients and large accounts.