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How to Connect 15Five with UGRU (2026)

15Five

15Five

★★★★ 4.4
Hr Recruiting Performance

A performance management platform with continuous feedback, OKRs, engagement surveys, and manager effectiveness tools.

Full Review
UGRU

UGRU

★★★ 3.7
Crm Industry Specific Crm

A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.

Full Review

About These Tools

15Five: A performance management platform with continuous feedback, OKRs, engagement surveys, and manager effectiveness tools.

UGRU: A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.

Key Features

15Five

  • Weekly check-ins
  • OKRs
  • Engagement surveys
  • Performance reviews
  • 1-on-1s
  • High fives recognition

UGRU

  • Financial CRM
  • Financial planning
  • Compliance
  • Document management
  • Marketing
  • Reporting

Pricing

15Five

Subscription $4-$14/user/month

UGRU

Subscription $59-$139/user/month

Detailed integration guide coming soon. We're researching the specific ways 15Five and UGRU work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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