UGRU CRM is the Price Performance Leader


When you combine the cost of popular apps like Redtail or Salesforce, Constant Contact, Quickbooks, HubSpot, and MoneGuidePro, you are easily looking at over $550/month per user!

UGRU CRM has more value than all the applications combined, eliminates all double entry, and sells for less than the cost of the apps it replaces.

No wonder it is considered the undisputed price performance leader. Plus, the built-in best-practice workflow and increased team performance helps you increase sales and helps your clients build maximum value - everyone does better.

TRY UGRU CRM
RIGHT NOW!

CRM PLUS
$59mo
includes
3 users
PERFORMANCE
$139mo
includes
3 users
PROFESSIONAL
$179mo
includes
3 users
ADVISOR PRO
$324mo
includes
3 users
Unlimited contacts
Lead Management
Tasks, events tracking, notes
Opportunity tracking
Calendaring, multiple user
Mobile app
Workflow builder
Performance Dashboard
Pro forma builder
(Sales forecasting)
Reports
Global Profile Management
Email
Mass Email
Client Portal
Bulk Mail Merge
Doc Management & Storage
Operations Library
Marketing Automation
Lead Capture
Website visitor tracking
Workflow Automation
Marketing Campaigns
Territory Management
Bookkeeping
HR Collateral
Financial Planning
Destination Trax
Marketing Collateral
AUM Invoicing and Statement Builder
BUY NOW BUY NOW BUY NOW BUY NOW

TRY UGRU CRM
RIGHT NOW!

Initial data usage and storage fees are built into the monthly pricing per user and is limited to 10GB per user. However, for those that exceed 10GB per user will be charged an additional fee as follows: - Ea. Additional 10 GB is $14.99 per/mo.

Initial email usage and fees are built into the monthly pricing per user and is limited to 5GB per user. However, for those that exceed 5GB per user will be charged an additional fee as follows: - Ea. Additional 1 GB is $1.50 per mo. per group

These are emails that are sent directly from the CRM i.e. “Email Wizard”, “Client File”, “Birthday Calendar” etc... Initial email usage and fees are built into the monthly pricing per user and is limited to 5,000 emails per day per “Group” up to 150,000/per month. However, for those that exceed 5,000 emails per day or 150,000 per month will be charged an additional fee as follows: - Ea. Additional 1,000 outbound emails is $0.09. Email attachments - $1 / Gb. NOTE: This will not be billed directly from UGRU CRM for Financial Advisors. Rather, you will be billed by Elastic Mail. Alternatively, if you already own your SMTP relay service, it may be utilized in our system. For this please contact technicalsupport@ugru.com

CRM PLUS

1
$59mo
includes
3 users
Unlimited contacts
Lead Management
Tasks, events tracking, notes
Opportunity tracking
Calendaring, multiple user
Mobile app
Workflow builder
Performance Dashboard
Pro forma builder
(Sales forecasting)
Reports
Global Profile Management
Email
Mass Email
Client Portal
Bulk Mail Merge
Doc Management & Storage
Operations Library
Marketing Automation
Lead Capture
Website visitor tracking
Workflow Automation
Marketing Campaigns
Territory Management
Bookkeeping
HR Collateral
Financial Planning
Marketing Collateral
Marketing Collateral
AUM Invoicing and Statement Builder

PERFORMANCE

2
$139mo
includes
3 users
Unlimited contacts
Lead Management
Tasks, events tracking, notes
Opportunity tracking
Calendaring, multiple user
Mobile app
Workflow builder
Performance Dashboard
Pro forma builder
(Sales forecasting)
Reports
Global Profile Management
Email
Mass Email
Client Portal
Bulk Mail Merge
Doc Management & Storage
Operations Library
Marketing Automation
Lead Capture
Website visitor tracking
Workflow Automation
Marketing Campaigns
Territory Management
Bookkeeping
HR Collateral
Financial Planning
Marketing Collateral
Marketing Collateral
AUM Invoicing and Statement Builder

PROFESSIONAL

3
$179mo
includes
3 users
Unlimited contacts
Lead Management
Tasks, events tracking, notes
Opportunity tracking
Calendaring, multiple user
Mobile app
Workflow builder
Performance Dashboard
Pro forma builder
(Sales forecasting)
Reports
Global Profile Management
Email
Mass Email
Client Portal
Bulk Mail Merge
Doc Management & Storage
Operations Library
Marketing Automation
Lead Capture
Website visitor tracking
Workflow Automation
Marketing Campaigns
Territory Management
Bookkeeping
HR Collateral
Financial Planning
Marketing Collateral
Marketing Collateral
AUM Invoicing and Statement Builder

ADVISOR PRO

4
$324mo
includes
3 users
Unlimited contacts
Lead Management
Tasks, events tracking, notes
Opportunity tracking
Calendaring, multiple user
Mobile app
Workflow builder
Performance Dashboard
Pro forma builder
(Sales forecasting)
Reports
Global Profile Management
Email
Mass Email
Client Portal
Bulk Mail Merge
Doc Management & Storage
Operations Library
Marketing Automation
Lead Capture
Website visitor tracking
Workflow Automation
Marketing Campaigns
Territory Management
Bookkeeping
HR Collateral
Financial Planning
Marketing Collateral
Marketing Collateral
AUM Invoicing and Statement Builder