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Ugru CRM logo — company profile

Ugru CRM

Founded 2011 United States Holly Springs, United States 4 employees Financial Services

General Information

Company Name Ugru CRM
Founded Year 2011
Location United States Holly Springs, United States +1
Employees 4
Industries Financial Services
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About Ugru CRM

UGRU CRM is a cloud-based financial practice management suite catering to the Financial Services industry since its establishment in 2011. Offering a full-featured, integrated financial CRM, UGRU provides sales force automation, marketing automation, and accounting functionalities. Its sales force automation encompasses contact management, sales forecasting, and pipeline management, while marketing automation includes mass email capabilities of up to 25,000 emails per day, drip campaigns, and campaign analytics. UGRU also offers workflow automation with automatic follow-ups and client reminders. The platform further includes advanced financial planning tools such as decision center calculators, market dynamics, and financial plan summaries. Based in the United States, UGRU CRM presents a comprehensive solution for financial professionals, empowering them with tools for efficient client management, marketing, and financial planning. Currently, there is no public information available regarding UGRU CRM's latest investment and investors.

Taxonomy: Financial Practice Management, Cloud-Based Software, Sales Force Automation, Marketing Automation, Accounting, Financial Planning, Email Marketing, Workflow Automation, Invoicing, Operations Management, Financial Calculators, Drip Campaigns, Employee Collaboration

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FAQ About Ugru CRM

UGRU is the #1 CRM Cloud Based Financial Practice Management Suite. It is a full featured, cloud based integrated financial CRM with sales force automation including contact management, sales forecasting, and pipeline management. Marketing automation includes mass email (up to 25,000 emails...
Ugru CRM was founded in 2011.
Ugru CRM is headquartered in Holly Springs, United States.
Ugru CRM operates in the following industries: Financial Services.
Ugru CRM has approximately 4 employees.

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