About UGRU
UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning.
Categories & features
- Team Assignments
- Online
- Business Hours
- Webinars
- Live Online
- Web-Based, Cloud, SaaS
- Marketing Automation Integration
- Internal Chat Integration
- Document Storage
- Calendar/Reminder System
- Social Media Integration
- Territory Management
- Android
- Relationship Tracking
- Household Tracking
- Asset Management
- Expense Tracking
- Lead Management
- Email Marketing
- Segmentation
- Lead Scoring
- Marketing Management
- Task Management
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