How to Connect Act! with UGRU (2026)

Act!

★★★ 3.7

Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review

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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

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

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

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

UGRU

Financial CRM
Financial planning
Compliance
Document management
Marketing
Reporting

Pricing

Act!

Subscription $30-$50/user/month

UGRU

Subscription $59-$139/user/month

Detailed integration guide coming soon. We're researching the specific ways Act! 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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