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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.