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
   replaces

✓

Price Performance Leader – MUCH less than the
combined apps it replaces

✓

Price Performance Leader – MUCH less than the combined apps it replaces

UGRU CRM for Financial Planners & Advisors on web and mobile devices
Find out MORE

Reviews

UGRU CRM for Financial Planners & Advisors Beats the Competition.

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

COMPARE

Press

UGRU CRM For Financial Advisors is Cloud Awards Finalist 2016-2017

UGRU Announces UGRU 3.0 – Financial Practice Management Suite

Read more

Awards

UGRU CRM For Financial Planners Advisors is Cloud Awards Finalist 2016-2017

UGRU CRM Shortlisted for 2016-17 Cloud Awards Program

Read more

News & Events

UGRU CRM For Financial Planners & Advisors on Press
Learn more