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:
An enterprise-grade CRM designed for growing businesses in India that offers unlimited users at a flat fee.
A CRM built directly inside Gmail that lets you manage pipelines, track emails, and collaborate without leaving your inbox.
An AI-powered CRM and sales automation platform from India that helps businesses automate their sales processes and build relationships.
An all-in-one CRM that unifies sales, marketing, and support teams with AI-powered insights and automation.
A Salesforce-based real estate CRM and marketing platform for brokerages, teams, and agents looking for enterprise-grade tools.
An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation.
A Salesforce integration tool that brings CRM functionality directly into Gmail and Outlook for seamless sales workflow.
A highly customizable CRM platform that provides AI-driven insights for sales, marketing, and customer service teams.
