How to Connect Affinity with UGRU (2026)

Affinity

★★★★ 4.4

Crm Industry Specific Crm

A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

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

Affinity: A relationship intelligence CRM designed for dealmakers in private capital, investment banking, and consulting.

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

Key Features

Affinity

Relationship intelligence
Automatic data capture
Deal management
Analytics
Email integration
Chrome extension

UGRU

Financial CRM
Financial planning
Compliance
Document management
Marketing
Reporting

Pricing

Affinity

Subscription Custom pricing

UGRU

Subscription $59-$139/user/month

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

Connect via Integration Platform

These platforms can help you connect Affinity and UGRU without writing code:

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

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