How to Connect Apptivo with UGRU (2026)

Apptivo

★★★★ 4.0

Crm Small Business Crm

A comprehensive suite of cloud business apps including CRM, project management, invoicing, and supply chain tools.

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

Apptivo: A comprehensive suite of cloud business apps including CRM, project management, invoicing, and supply chain tools.

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

Key Features

Apptivo

CRM
Project management
Invoicing
Supply chain
HR management
Custom apps

UGRU

Financial CRM
Financial planning
Compliance
Document management
Marketing
Reporting

Pricing

Apptivo

Freemium Free-$20/user/month

UGRU

Subscription $59-$139/user/month

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