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 |
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 | ||||
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!
Storage and Thresholds/Fees
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.
Regular Email Usage Fees
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
Mass Email Usage Fees
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
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 | |
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
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 | |
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 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 | |
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
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 | |
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 |