Audience
Companies searching for a solution to manage their financial operations
About UGRU
Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Standardize the sales process with workflows, sales scripts, email templates, view your sales pipeline and forecast, and share sales material with the entire team. Mass email up to 5,000 emails per day and 150,000 emails per month, run drip campaigns and easily view open rates, click-through rates, and bounce rates to determine campaign effectiveness. Organize mission-critical documents for utilization in workflows or one-off scenarios like: Call Scripts, HR Word Documents, PDF Contracts or Marketing collateral, Excel, PPT Presentations and Utilize over 100 Tagging Codes to save time on document changes.
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Pricing
Starting Price:
$59 per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
UGRU
Founded: 2011
United States
ugru.com
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Product Details
Platforms Supported
Cloud
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
UGRU Frequently Asked Questions
UGRU Product Features
CRM
Calendar/Reminder System
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Call Logging
Not Supported
Quotes / Proposals
Not Supported
Financial CRM
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
Account Alerts
Not Supported
Influence Tracking
Not Supported
