UGRU
UGRU - CRM for Financial Planners is a Full Featured, Integrated CRM with the Best Financial Planning Software for Financial Advisors, FINRA Compliant.
Best UGRU Alternatives & Competitors in 2024
The best UGRU alternatives based on verified products, community votes, reviews and other factors.
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Open-Source Alternatives.
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Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
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Simply powerful CRM. Automates your data to build better relationships and make more sales.
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The most intuitive platform to manage projects and teamwork
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Redtail is a web-based client relationship management solution for the financial advisors.
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SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
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Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
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Composity CRM enables you to easily nurture leads into customers, organize your workflow and never miss an opp
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Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
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HotBoomerang is a fully customizable contact manager.
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Omnichannel CRM for Businesses of all sizes
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CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.
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Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
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Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
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DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!