Six reasons you should consider UGRU CRM for Financial Planners & Advisors

Full featured, Integrated Financial CRM

Sales Force Automation – for contact & account management

Marketing Automation – to get & retain more clients

Accounting & Operations – integrates the entire business

The BEST Financial Planning

Price Performance Leader – MUCH less than the combined apps it
replaces

Price Performance Leader – MUCH less than the
combined apps it replaces

Price Performance Leader – MUCH less than the combined apps it replaces

UGRU CRM for Financial Planners & Advisors Beats the Competition.
See how it compares to Salesforce, Redtail, Zoho, Act!, Infusionsoft, MoneyGuidePro and others
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