UGRU Financial CRM

UGRU Financial CRM is a fully featured and integrated CRM for financial planners that provides the best financial planning software for financial advisors. UGRU Financial CRM includes features such as sales force automation for contact and account management, marketing automation, accounting and operations that integrates the entire business, and price performance leader.

The marketing automation feature helps to build clients and stay connected automatically without all the manual effort. The accounting and operations feature eliminates double or quadruple entry with a central database. Through this, it makes it easy to bill, follow-up, and assess the health of your business. The sales automation for contact and account management helps to manage individual clients and large accounts.

The sales automation feature offers components such as contact management, sales forecasting and pipeline, outbound phone automation, and territory management. The contact management feature captures and organizes all of the detailed information for every prospect, client vendor, and associates. The sales forecasting and pipeline feature tracks the contacts by identifying where they are in the sales cycle.

The outbound phone automation feature easily connects the VOIP system to call prospects or accounts with a single click. The campaign analytics feature gives open, click through, and bounce rates for mass emails and drip campaigns. The workflow automation allows creating personal or editing existing templates. By this, financial advisors can generate tasks and workflows automatically for prospect follow-ups.

The drip campaigns enable users to run automated sequences of emails to any individual or group in your system. The financial dashboard makes it easy to drill down and view revenue and expenses.

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