UGRU
UGRU - CRM for Financial Planners is a Full Featured, Integrated CRM with the Best Financial Planning Software for Financial Advisors, FINRA Compliant subtitle
UGRU Alternatives
The best UGRU alternatives based on verified products, community votes, reviews and other factors.
-
/pipedrive-alternatives
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.
-
/hotboomerang-alternatives
HotBoomerang is a fully customizable contact manager.
-
Visit website
The #1 email warming service to improve your deliverability by generating realistic and meaningful engagement to your emails. Easy-to-use solution to help you land in the main inbox instead of the spam folder.
-
/redtail-crm-alternatives
Redtail is a web-based client relationship management solution for the financial advisors.
-
/fat-free-crm-alternatives
Fat Free CRM is an open source CRM designed to be highly customizable; elegant in simplicity.
-
/leadsquared-alternatives
Sales and marketing automation software for businesses that sell to directly to consumers using offline, online, phone or field sales.
-
/salesflare-alternatives
Simply powerful CRM. Automates your data to build better relationships and make more sales.
-
/zoho-crm-alternatives
Omnichannel CRM for Businesses of all sizes
-
/sugarcrm-alternatives
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
-
/alore-crm-alternatives
The AI-powered CRM that works 24x7 behind the scenes to do all your trivial work, so you can focus on what really matters: closing deals
-
/salesforce-financial-services-cloud-alternatives
Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
-
/composity-crm-alternatives
Composity CRM enables you to easily nurture leads into customers, organize your workflow and never miss an opp
-
/smartoffice-alternatives
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.
-
/azorus-alternatives
Azorus - CRM for Higher Education and helps universities and colleges around the world attract and enrol more of the right students utilizing CRM.