Software Alternatives, Accelerators & Startups

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.
Filter: 2 Open-Source Alternatives. Latest update:

  1. 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.

    Visit website paid Free Trial $14.0 / Monthly (Essential package)

    /pipedrive-alternatives
  2. Simply powerful CRM. Automates your data to build better relationships and make more sales.

    /salesflare-alternatives
  3. The most intuitive platform to manage projects and teamwork

    Visit website paid Free Trial $14.0 / Monthly (per seat)

    Visit website
  4. Redtail is a web-based client relationship management solution for the financial advisors.

    /redtail-crm-alternatives
  5. SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.

    /sugarcrm-alternatives
  6. Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

    /salesforce-financial-services-cloud-alternatives
  7. Composity CRM enables you to easily nurture leads into customers, organize your workflow and never miss an opp

    /composity-crm-alternatives
  8. 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.

    /smartoffice-alternatives
  9. HotBoomerang is a fully customizable contact manager.

    /hotboomerang-alternatives
  10. Omnichannel CRM for Businesses of all sizes

    Visit website freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)

    /zoho-crm-alternatives
  11. CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.

    /crmnext-alternatives
  12. Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide

    /insightly-alternatives
  13. 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.

    /prosperworks-alternatives
  14. DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!

    /debtpaypro-alternatives
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