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


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Full featured, Integrated Financial CRM

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Sales Force Automation – for contact & account management

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Marketing Automation – to get & retain more clients

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Accounting & Operations – integrates the entire business

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The BEST Financial Planning

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

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

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

UGRU CRM for Financial Planners & Advisors on web and mobile devices
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Reviews

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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Press

UGRU CRM For Financial Advisors is Cloud Awards Finalist 2016-2017

UGRU CRM Launches New Partner Program

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Awards

UGRU CRM For Financial Planners Advisors is Cloud Awards Finalist 2016-2017

UGRU CRM Shortlisted for 2016-17 Cloud Awards Program

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News & Events

UGRU CRM For Financial Planners & Advisors on Press
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