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How to Setup UGRU with Looker (2026 Guide)

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

Looker

Business intelligence and data analytics platform by Google Cloud.

All Looker Tools

About UGRU

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

Key Features

  • Financial CRM
  • Financial planning
  • Compliance
  • Document management
  • Marketing
  • Reporting
  • Risk analysis
  • Client portal

Pricing

Subscription $59-$139/user/month

Detailed setup guide coming soon. We're researching the specific steps to connect UGRU with Looker — including whether there's a native integration, third-party connectors like Zapier, or API-based setup. Check back for a complete step-by-step guide.

UGRU Full Review » | All Looker Tools »