Glad to see you again!
No account?
Let’s try Apiway
Have an account?
No account?
Have an account?
 
            UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management.
Evaluating alternatives to UGRU CRM?
We recommend to look at resembling platforms to make a decision. While doing this you should look into the similarities and differences in cost, general features, specific software capabilities, as well as the number of integrations and user support. Certainly, visual presentation also can change your choice.
We’ve made a list of top competitors that are very resembling in price and features to UGRU CRM. The list is based on popularity reviews, so if UGRU CRM isn’t appropriate for you in any way, here you can easily select the best variant for you. Check out real reviews to see how UGRU CRM compares to other resembling apps and find the best tool for your business.

We help shops and manufacturers of all kinds and sizes work smarter for improved efficiencies, greater flexibility and bigger profits.
 
                    Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
 
                    Sales Mantra is a Customer Relationship Management ( CRM ) tool through which any business can develop a lasting business relationship with his customers. Sales Mantra features make it possible for a high success rate in deployment and dispense away with the unacceptable risks and protracted deployment.
 
                    Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.
 
                    InSyncTelco is the Best CRM for Small Business that has all the basic capabilities that small businesses need in CRM software, but is also highly ascendible as your business grows up. Moreover, InSyncTelco is one of the most affordable CRM solutions available; there's a free version to help you get started, and paid plans to start at a small part of the price of comparable CRM software.
 
                    Agile CRM is an all-in-one, affordable, next-generation CRM software that is globally trusted by 15,000+businesses. This All-in-One CRM is an ideal tool for contact management, closing deals, organizing telephone services, appointment scheduling, improving project management, and adding gamification effects to your business organization.
 
                    Freshsales CRM is all-in-one project software, that is free and can enhance team collaboration and communication and streamlines the entire project management journey. This CRM brings context, collaboration, and productivity that helps you sell better.
 
                    Telagus is a business and marketing automation software developed by Telsa Media. You can manage all of your customer data, campaigns, projects and much more. Telagus includes many features and tools which can enhance your business and help you gain more leads. From email marketing and campaigns to form builders and live chats, Telagus can help organise your activity to help reach your business goals.
 
                    Redtail CRM - web-based Client Relationship Management software, integrates widely and deeply with other popular tools in the financial services industry.
 
                    Commence is a complete CRM solution designed to automate the front-end business process that impacts the sales execution and customer service including contact and account management and email.
 
                    Propertybase is the industry's most comprehensive suite of tools including CRM, Back Office, Lead Generation, Marketing & More make every step from search to sold an intelligent and seamless experience.
This list gives you an ability to compare all the best alternatives to UGRU CRM and make an informed decision. As the right platform combination that meets your business needs ensure that your business processes will reach the maximum productivity and increase revenue along with saving time and labor. Find a right program stack and Apiway integrations will help you to make it all work cooperatively for the benefit of your business.
All UGRU CRM alternativesApiway allows you to integrate UGRU CRM with thousands of the most popular tools. You can automate your workflow and have more time for main things—no code required.
 UGRU CRM
                
                UGRU CRM
            
            You have reached the maximum per-minute rate limit.
 Try again in one minute.