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The #1 CRM Financial Practice Management Suite
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How to videos


Here are videos on how to use UGRU CRM for Financial Advisors:

✓UGRU overview (21:22)

✓How to customize classifications, keywords and sources (1:09)

✓Understanding groups and users (1:33)

✓How to setup your Dashboard (0:50)

✓How to use the CRM workflow (2:30)

✓How to setup your sales pipeline (1:03)

✓How to use the Operations Library (1:44)

✓How to upload documents (0:39)

✓How to find and use tagging codes for emails and letter templates (0:32)

✓How to import your contact database (1:07)

✓How to add a new contact (0:43)

✓How to use the Financial Planning Module (3:28)

✓How to use the accounting module (2:44)

✓Understanding your pending tasks (1:35)

✓How to setup your SMTP & API for your emails (0:45)

✓How to send mass emails (1:04)

✓How to submit a support ticket (0:35)

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    • Live Demo
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