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.
Per User Per Month
Last updated on: 9th Oct 2024
Per User Per Month
Last updated on: 9th Oct 2024
Per User Per Month
Last updated on: 9th Oct 2024
Per User Per Month
Last updated on: 9th Oct 2024
