UGRU Financial CRM

UGRU Financial CRM

Financial CRM for Financial Advisors with Financial Planning Software

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UGRU Financial CRM Overview

UGRU Financial CRM is a versatile and powerful software solution designed specifically for financial professionals. This all-in-one platform stands out for its comprehensive range of features, including client management, sales automation, marketing tools, and robust financial planning capabilities. It integrates advanced CRM functionalities with financial planning, offering detailed client profiles, interactive financial planning modules, and real-time portfolio tracking. UGRU also boasts powerful automation for marketing campaigns and client follow-ups, enhancing client engagement and operational efficiency. Additionally, it features customizable dashboards, comprehensive reporting tools, and seamless integration with popular financial applications. UGRU Financial CRM is ideal for financial advisors seeking a multifaceted tool to manage client relationships, streamline workflows, and drive business growth.

Contact Details

  • UGRU
  • 2011
  • United States
  • 11-50


  • Chat


  • Webinar

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported



Accounting, Banking, Financial Services, Information Technology & Services, Other Industries

UGRU Financial CRM Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

UGRU Financial CRM Pricing

Pricing Type

  • Usage Based

Preferred Currency

  • USD ($)

Free Trial

  • 14 Days

Free Version

  • N/A

Payment Frequency

  • Monthly Payment

Plans & Packages


$59 Per Month

UGRU Financial CRM FAQ's

No, UGRU Financial CRM does not offer a free version.

Yes, UGRU Financial CRM offers a free trial.

No, Credit Card details are not required for the UGRU Financial CRM trial.

UGRU Financial CRM offers the following pricing plans & packages:

Starting Plan:

$59 Per Month

UGRU Financial CRM supports the following payment frequencies:

  • Monthly Payment

No, UGRU Financial CRM does not offer an API.

UGRU Financial CRM offers support with the following options:


UGRU Financial CRM offers training with the following options:


UGRU Financial CRM supports the following deployment:

Cloud Hosted

UGRU Financial CRM supports the following mobile devices: