UGRU

UGRU software offers a tiered pricing structure designed to accommodate the varying needs of financial advisors, with plans starting at $59 per month for up to three users under the CRM Plus plan. This entry-level package includes essential features such as unlimited contacts, lead management, and opportunity tracking. The Performance plan, priced at $139 per month for three users, adds enhanced functionalities like email capabilities, client document storage, and a client portal. For more comprehensive needs, the Professional plan is available at $179 per month, providing full marketing and workflow automation. The highest tier, Advisor Pro, costs $324 per month and includes advanced features tailored for extensive financial management needs. Additional costs may apply for exceeding the included data and email usage limits.