UGRU

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 per day), drip campaigns, with campaign analytics (open rates, click through rates, bounce rates), and workflow automation with automatic follow-ups and client reminders. The full featured accounting includes invoicing and a financial dashboard. A collaborative, employee centric Operations Library is included, along with the Best financial planning—including Decision Center Calculators such as Roth IRA conversion, reverse mortgage, and guaranteed income benefit. Market Dynamics provides lifelike effect of market volatility on asset accounts, along with financial plan summaries and money flow reports in minutes. • Full Featured, Integrated Financial CRM • Sales Force Automation - Contact Management - Sales Forecast and Pipeline • Marketing Automation - Mass Email 25,000 emails per day 150,000 emails per month - Campaign Analytics Open % Click-through % Bounce Rates - Drip Campaigns - Workflow Automation Automatic follow-ups, client reminders • Bookkeeping and Operations - Full Featured Accounting - Invoicing - Financial Dashboard Operations Library • The BEST Financial Planning - All Planning Methodologies - Decision Center Calculators Roth IRA Reverse Mortgage Guaranteed Income Benefit Market Dynamics - Financial Plan Summary and Money-Flow Report