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UGRU CRM

Overview
Alternatives
Integrations

UGRU CRM Overview

What is UGRU?

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.

UGRU CRM Support

Top 10 UGRU CRM Alternatives & competitors

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.

E2 Shop System

E2 Shop System

Try for Free

We help shops and manufacturers of all kinds and sizes work smarter for improved efficiencies, greater flexibility and bigger profits.

Really Simple Systems

Really Simple Systems

Try for Free

Our CRM our philosophy is based upon taking complex applications than making them easy and affordable. Experience tells us that the majority of SMEs don't need half of the functionality available in most CRMs and will never use it. So, by applying our philosophy to our CRM we have created a system that organizations can easily adopt and use to successfully manage their business. Basically, making CRM simple!

Freshsales

Freshsales

Try for Free

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.

LeadMaster

LeadMaster

Try for Free

Our CRM our philosophy is based upon taking complex applications than making them easy and affordable.  LeadMaster offers CRM solutions with personal guidance to help you get set up quickly and successfully. LeadMaster will be tailored according to your business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. There are 3 versions of the software: Lead-Xpress, CRM-Xpress and Professional, starting from $10/user per month.

Wealthbox

Wealthbox

Try for Free

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.

Equisoft

Equisoft

Try for Free

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.

Follow Up Boss

Follow Up Boss

Try for Free

Follow Up Boss is simple real estate CRM software designed to support, and fuel the growth of ambitious real estate teams. With easy-to-use web and mobile apps, agents get more done, faster, and team leaders get more transparency into what's happening in their business.

OPAL CRM

OPAL CRM

Try for Free

OPAL CRM is a unique CRM Software to track and Manage Leads offline and online in a single window. It allows auto segmentation of leads, High performing CRM software for Enterprise and Small businesses. It is easy to use and fits in all budgets. It is used to streamline the everyday process of tracking the leads and Extendable Enterprise needs.

Roboeyelabs

Roboeyelabs

Try for Free

Roboeyelabs is crm platform that helps grwing businesses in meaningful way with connecting their all customer and records in singe platform and manage them. It is used to automate you daily work routines and save your work and effort.

Redtail CRM

Redtail CRM

Try for Free

Redtail CRM - web-based Client Relationship Management software, integrates widely and deeply with other popular tools in the financial services industry.

SalezShark

SalezShark

Try for Free

SalezShark CRM software works perfectly in helping start-ups when it comes to streamlining the collection, evaluation, and distribution of databases in a sales pipeline. It is designed in a manner that has the potential to cut down the manual and repetitive tasks that help sales and marketing professionals to boost their efficiency and productivity.

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 alternatives

UGRU CRM integrations

Apiway 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