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UGRU Financial CRM
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UGRU Financial CRM

Overview
Synopsis

UGRU Financial CRM is a fully featured and integrated CRM for financial planners that provides the best financial planning software for financial advisors.

Category

Financial Advisers CRM Software

Features

• Tracks the contacts by identifying where they are in the sales cycle
• Connect the VOIP system to call prospects or accounts with a single click
• Get open, click through, and bounce rates for mass emails and drip campaigns
• 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
• Captures and organizes all of the detailed information for every prospect, client vendor, and associates

License

Proprietary

Price

Contact for pricing

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

UGRU Financial CRM

What is best?

• Tracks the contacts by identifying where they are in the sales cycle
• Connect the VOIP system to call prospects or accounts with a single click
• Get open, click through, and bounce rates for mass emails and drip campaigns
• Run automated sequences of emails to any individual or group in your system

What are the benefits?

• Helps to build clients
• Stay connected automatically without all the manual effort
• Eliminates double or quadruple entry with a central database
• Makes it easy to bill, follow-up, and assess the health of your business

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.5
9.0
Features & Functionality
7.6
8.6
Advanced Features
7.6
8.8
Integration
7.5
8.4
Performance
7.4
9.1
Customer Support
7.4
8.8
Implementation
8.7
Renew & Recommend
9.1
Bottom Line

UGRU Financial CRM is a fully featured and integrated CRM for financial planners that provides the best financial planning software for financial advisors and includes features such as sales force automation.

7.5
Editor Rating
8.8
Aggregated User Rating
2 ratings
You have rated this

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.

You may like to read: Top Financial Advisers CRM Software

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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