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
Price Performance Leader – MUCH less than the
combined apps it replaces
Price Performance Leader – MUCH less than the combined apps it replaces
“Most advisors don’t know they have business problems. Those that do are asking the wrong questions.
For me and over 200 advisors, UGRU is the answer for a turnkey business platform.”
“The software kept me on track and allowed nothing to slip through the cracks
and I was able to close 32% more sales than I had before.”
“In my 14 years as an advisor, I have never seen a software that puts all the critical elements of business in one place.
Amazing! Great job guys!”
UGRU CRM for Financial Planners & Advisors Beats the Competition.
See how it compares to Salesforce, Redtail, Zoho, Act!, Infusionsoft, MoneyGuidePro and othersCOMPARE