A CRM and financial planning platform designed for financial advisors that combines client management with planning tools.
$59/user/mo
$139/user/mo
| Founded | 2011 |
| Headquarters | Overland Park, KS |
Looking for something different? Here are the top alternatives to UGRU:
A modern sales CRM by Zendesk that maximizes productivity and pipeline visibility for sales teams.
An all-in-one white-label business management platform combining CRM, project management, invoicing, and client portals.
A CRM built directly inside Gmail that lets you manage pipelines, track emails, and collaborate without leaving your inbox.
A highly customizable CRM that lets sales teams build their own modules, workflows, and automation without coding.
A Singapore-based CRM platform designed for SMEs in Southeast Asia with WhatsApp and messaging channel integrations.
An all-in-one CRM offering sales, marketing, and service automation for small and medium businesses.
A business management platform for creatives and service providers offering CRM, forms, contracts, and invoicing in one place.
A CRM by Brevo (formerly Sendinblue) that combines deal management with powerful email marketing and automation tools.
