UGRU Software is a comprehensive CRM and financial planning suite designed specifically for financial advisors and planners. It integrates a wide range of features including contact management, sales forecasting, sales pipeline management, marketing automation, and full-featured accounting. UGRU stands out with its robust financial planning tools, which are fully integrated into the CRM, providing a seamless experience for managing client relationships and financial data. The software also includes a collaborative operations library, enhancing team efficiency and compliance with industry standards like FINRA.
UGRU's all-in-one approach offers a seamless financial professional experience, with over 40 pre-built workflows, QuickBooks-like interface, integrated email functionality, and the ability to aggregate client account data from over 10,000 institutions.
Seller
UGRU
HQ Location
Holly Springs, North Carolina,USA
Company Website
https://ugru.com/
Contact
+1 8008943064
Year Founded
2011
Calendar/Reminder System
Contact Management
Document Storage
Email Marketing
Expense Tracking
Internal Chat Integration
Lead Management
Lead Qualification
$ 59
Per User Per Month
$ 139
Per User Per Month
$ 179
Per User Per Month
$ 324
Per User Per Month
Get the most out of reviews;
leverage the power of AI to achieve success!
How is UGRU in terms of value for money?
for my 10000 people companyHow is UGRU in terms of ease of use?
for my 10000 people companyEnglish
Where in GCC does UGRU have offices?
No
Who are UGRU customers in the Middle East?
Not Available
What is UGRU's local address?
Not Available
Is the UGRU platform available in Arabic?
Yes, the UGRU platform is available in Arabic.
Does the UGRU platform use AI? And where
Not Available
What AI does UGRU use? Chat GPT, etc
Not Available
Is UGRU a Web 3 company?
No
Are there any Web 3 components
No
