Simple project management and team communication platform with message boards, to-dos, schedules, and file sharing.
Full ReviewA CRM and financial planning platform designed for financial advisors that combines client management with planning tools.
Full ReviewBasecamp: Simple project management and team communication platform with message boards, to-dos, schedules, and file sharing.
UGRU: A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.
Detailed integration guide coming soon. We're researching the specific ways Basecamp and UGRU work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.
These platforms can help you connect Basecamp and UGRU without writing code: